Axim Planning & Wealth’s Western Digital WDC Stock Holding History

Axim Planning & Wealth’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,801	Closed	-$655K	–	94
2025 Q4	$655K	Buy	+3,801	New	+$576K	0.69%	24

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axim Planning & Wealth's WDC Position: Q1 2026 in Review

Axim Planning & Wealth sold out of Western Digital (WDC) in Q1 2026, closing a stake of 3,801 shares — an estimated $655K sold.

Axim Planning & Wealth first reported a position in WDC in Q4 2025 and held it in 1 quarter. The position peaked at $655K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Axim Planning & Wealth reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
Axim Planning & Wealth sold 3,801 Western Digital shares in Q1 2026, an estimated $655K.
Axim Planning & Wealth first reported a position in Western Digital in Q4 2025 and held it in 1 quarter.
Axim Planning & Wealth's Western Digital position peaked at $655K in Q4 2025.
1,419 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.