Bank of Montreal’s Western Digital WDC Stock Holding History

Bank of Montreal’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	-16,500	Closed	-$2.84M	–	4041
2025 Q4	$2.84M	Hold	16,500	–	–	﹤0.01%	1535
2025 Q3	$1.98M	Sell	16,500 -50,000	-75%	-$4.09M	﹤0.01%	1653
2025 Q2	$4.26M	Buy	+66,500	New	+$3.17M	﹤0.01%	1310
2024 Q3	–	Sell	-17,199	Closed	-$1,000K	–	4278
2024 Q2	$1,000K	Buy	+17,199	New	+$954K	﹤0.01%	2020
2022 Q4	–	Sell	-148,970	Closed	-$3.79K	–	4318
2022 Q3	$3.79K	Buy	+148,970	New	+$4.95M	﹤0.01%	1497
2020 Q4	–	Sell	-298,998	Closed	-$8.2M	–	5130
2020 Q3	$8.2M	Buy	+298,998	New	+$8.89M	0.01%	944
2019 Q3	–	Sell	-48,951	Closed	-$1.76M	–	5014
2019 Q2	$1.76M	Buy	+48,951	New	+$1.68M	﹤0.01%	1764
2016 Q3	–	Sell	-66,150	Closed	-$2.36M	–	4207
2016 Q2	$2.36M	Buy	+66,150	New	+$2.18M	﹤0.01%	1427
2014 Q2	–	Sell	-13,230	Closed	-$918K	–	4842
2014 Q1	$918K	Buy	+13,230	New	+$864K	﹤0.01%	1705

Other funds holding WDC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's WDC Position: Q1 2026 in Review

Bank of Montreal increased its Western Digital (WDC) stake by 36% in Q1 2026, buying an estimated $97.6M and bringing the position to 1,405,042 shares worth $380M. The position accounts for 0.14% of the portfolio, ranked #129.

Bank of Montreal first reported a position in WDC in Q2 2013 and has held it in 52 quarters since. 1,412 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Bank of Montreal held 1,405,042 shares of Western Digital worth $380M as of Q1 2026.
Bank of Montreal bought 373,990 Western Digital shares in Q1 2026, an estimated $97.6M.
Western Digital made up 0.14% of Bank of Montreal's portfolio in Q1 2026, its #129 holding.
Bank of Montreal first reported a position in Western Digital in Q2 2013 and has held it in 52 quarters since.
1,412 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.