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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beacon Investment Advisors's WDC Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Western Digital (WDC) stake by 8.3% in Q1 2026, selling an estimated $42.3K and leaving 1,791 shares worth $484K. The position accounts for 0.18% of the portfolio, ranked #111.

Beacon Investment Advisors first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Beacon Investment Advisors held 1,791 shares of Western Digital worth $484K as of Q1 2026.
  • Beacon Investment Advisors sold 162 Western Digital shares in Q1 2026, an estimated $42.3K.
  • Western Digital made up 0.18% of Beacon Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • Beacon Investment Advisors first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.