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	-$3.79M	–	4318
2022 Q3	$3.79M	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 $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 $3.38T AUM 44.17% 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

Bank of Montreal's WDC Position: Q2 2026 in Review

Bank of Montreal increased its Western Digital (WDC) stake by 16% in Q2 2026, buying an estimated $112M and bringing the position to 1,634,675 shares worth $1.04B. The position accounts for 0.34% of the portfolio, ranked #64.

Bank of Montreal first reported a position in WDC in Q2 2013 and has held it in 53 quarters since. 1,852 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Bank of Montreal held 1,634,675 shares of Western Digital worth $1.04B as of Q2 2026.
Bank of Montreal bought 229,633 Western Digital shares in Q2 2026, an estimated $112M.
Western Digital made up 0.34% of Bank of Montreal's portfolio in Q2 2026, its #64 holding.
Bank of Montreal first reported a position in Western Digital in Q2 2013 and has held it in 53 quarters since.
1,852 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.