Beese Fulmer Investment Management’s Western Digital WDC Stock Holding History

Beese Fulmer Investment Management’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	$1.66M	Sell	2,605 -139	-5%	-$67.6K	0.1%	123
2026 Q1	$742K	Buy	2,744 +786	+40%	+$205K	0.05%	175
2025 Q4	$337K	Buy	+1,958	New	+$297K	0.02%	262

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Beese Fulmer Investment Management's WDC Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Western Digital (WDC) stake by 5.1% in Q2 2026, selling an estimated $67.6K and leaving 2,605 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #123.

Beese Fulmer Investment Management first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Beese Fulmer Investment Management held 2,605 shares of Western Digital worth $1.66M as of Q2 2026.
Beese Fulmer Investment Management sold 139 Western Digital shares in Q2 2026, an estimated $67.6K.
Western Digital made up 0.1% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #123 holding.
Beese Fulmer Investment Management first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
675 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.