BIA
WDC icon

Beacon Investment Advisors’s Western Digital WDC Stock Holding History

Beacon Investment Advisors’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 		$1.14M Hold
1,791
– – 0.36% 76
2026
Q1 		$484K Sell
1,791
-162
-8% -$42.3K 0.18% 111
2025
Q4 		$337K Buy
1,953
+1
+0.1% +$152 0.14% 129
2025
Q3 		$234K Buy
+1,952
New +$160K 0.1% 149

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Investment Advisors's WDC Position: Q2 2026 in Review

Beacon Investment Advisors held its Western Digital (WDC) position steady in Q2 2026 at 1,791 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #76.

Beacon Investment Advisors first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Beacon Investment Advisors held 1,791 shares of Western Digital worth $1.14M as of Q2 2026.
  • Beacon Investment Advisors left its Western Digital share count unchanged in Q2 2026.
  • Western Digital made up 0.36% of Beacon Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Beacon Investment Advisors first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.