Beacon Capital Management LLC (Tennessee)’s Western Digital WDC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-45	Closed	-$2.88K	–	1012
2025 Q2	$2.88K	Hold	45	–	–	﹤0.01%	843
2025 Q1	$1.82K	Sell	45 -15	-25%	-$712	﹤0.01%	960
2024 Q4	$2.68K	Sell	60 -9	-13%	-$452	﹤0.01%	829
2024 Q3	$3.55K	Hold	69	–	–	﹤0.01%	888
2024 Q2	$3.94K	Sell	69 -70	-50%	-$3.88K	﹤0.01%	754
2024 Q1	$7.17K	Buy	139 +33	+31%	+$1.45K	﹤0.01%	639
2023 Q4	$3.65K	Hold	106	–	–	﹤0.01%	697
2023 Q3	$3.04K	Hold	106	–	–	﹤0.01%	773
2023 Q2	$3.04K	Hold	106	–	–	﹤0.01%	773
2023 Q1	$3.01K	Hold	106	–	–	﹤0.01%	711
2022 Q4	$2.52K	Hold	106	–	–	﹤0.01%	760
2022 Q3	$4K	Hold	106	–	–	﹤0.01%	652
2022 Q2	$4K	Hold	106	–	–	﹤0.01%	695
2022 Q1	$4K	Buy	+106	New	+$4.35K	﹤0.01%	696

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s WDC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Western Digital (WDC) in Q3 2025, closing a stake of 45 shares — an estimated $2.88K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WDC in Q1 2022 and held it in 14 quarters. The position peaked at $7.17K in Q1 2024. 961 funds tracked by Wall St. Rank hold WDC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Western Digital position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 45 Western Digital shares in Q3 2025, an estimated $2.88K.
Beacon Capital Management LLC (Tennessee) first reported a position in Western Digital in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Western Digital position peaked at $7.17K in Q1 2024.
961 funds tracked by Wall St. Rank held Western Digital as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.