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	-45,000	Closed	-$7.75M	–	4042
2025 Q4	$7.75M	Buy	45,000 +14,900	+50%	+$2.26M	﹤0.01%	1203
2025 Q3	$3.61M	Sell	30,100 -19,900	-40%	-$1.63M	﹤0.01%	1438
2025 Q2	$3.2M	Buy	+50,000	New	+$2.38M	﹤0.01%	1421
2025 Q1	–	Sell	-100,548	Closed	-$4.53M	–	3757
2024 Q4	$4.53M	Hold	100,548	–	–	﹤0.01%	1248
2024 Q3	$5.28M	Sell	100,548 -31,752	-24%	-$1.6M	﹤0.01%	1286
2024 Q2	$7.69M	Buy	132,300 +39,690	+43%	+$2.2M	﹤0.01%	1111
2024 Q1	$4.78M	Buy	+92,610	New	+$4.06M	﹤0.01%	1245
2022 Q3	–	Sell	-698,941	Closed	-$25K	–	4441
2022 Q2	$25K	Buy	+698,941	New	+$28.1M	0.01%	668
2020 Q4	–	Sell	-67,870	Closed	-$1.86M	–	5131
2020 Q3	$1.86M	Buy	+67,870	New	+$2.02M	﹤0.01%	1690
2013 Q4	–	Sell	-115,630	Closed	-$5.54M	–	3943
2013 Q3	$5.54M	Buy	+115,630	New	+$5.71M	0.01%	742

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.