Baker Avenue Asset Management’s Western Digital WDC Stock Holding History

Baker Avenue Asset Management’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 Q2	$2.26M	Sell	3,544 -869	-20%	-$423K	0.04%	214
2026 Q1	$1.19M	Buy	4,413 +1,692	+62%	+$442K	0.03%	256
2025 Q4	$469K	Sell	2,721 -49	-2%	-$7.43K	0.01%	395
2025 Q3	$333K	Buy	+2,770	New	+$226K	0.01%	456
2023 Q4	–	Sell	-17	Closed	-$593	–	1494
2023 Q3	$593	Buy	+17	New	+$536	﹤0.01%	1399
2023 Q1	–	Sell	-16	Closed	-$379	–	1756
2022 Q4	$379	Buy	+16	New	+$422	﹤0.01%	1457
2015 Q1	–	Sell	-39,576	Closed	-$3.31M	–	274
2014 Q4	$3.31M	Buy	39,576 +2,685	+7%	+$203K	0.46%	68
2014 Q3	$2.71M	Sell	36,891 -5,260	-12%	-$395K	0.38%	88
2014 Q2	$2.94M	Buy	42,151 +12,615	+43%	+$846K	0.42%	82
2014 Q1	$2.05M	Buy	+29,536	New	+$1.93M	0.34%	90

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Avenue Asset Management's WDC Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Western Digital (WDC) stake by 20% in Q2 2026, selling an estimated $423K and leaving 3,544 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #214.

Baker Avenue Asset Management first reported a position in WDC in Q1 2014 and has held it in 10 quarters since. The position peaked at $3.31M in Q4 2014. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Baker Avenue Asset Management held 3,544 shares of Western Digital worth $2.26M as of Q2 2026.
Baker Avenue Asset Management sold 869 Western Digital shares in Q2 2026, an estimated $423K.
Western Digital made up 0.04% of Baker Avenue Asset Management's portfolio in Q2 2026, its #214 holding.
Baker Avenue Asset Management first reported a position in Western Digital in Q1 2014 and has held it in 10 quarters since.
Baker Avenue Asset Management's Western Digital position peaked at $3.31M in Q4 2014.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.