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Bellwether Advisors’s Western Digital WDC Stock Holding History

Bellwether 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 		$8.5M Buy
31,429
+13,686
+77% +$3.57M 1.44% 16
2025
Q4 		$3.06M Buy
+17,743
New +$2.69M 0.49% 43
2021
Q3 		– Sell
-30,040
Closed -$1.61M – 630
2021
Q2 		$1.61M Buy
+30,040
New +$1.62M 0.56% 46

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

Bellwether Advisors's WDC Position: Q1 2026 in Review

Bellwether Advisors increased its Western Digital (WDC) stake by 77% in Q1 2026, buying an estimated $3.57M and bringing the position to 31,429 shares worth $8.5M. The position accounts for 1.44% of the portfolio, ranked #16.

Bellwether Advisors first reported a position in WDC in Q2 2021 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Bellwether Advisors held 31,429 shares of Western Digital worth $8.5M as of Q1 2026.
  • Bellwether Advisors bought 13,686 Western Digital shares in Q1 2026, an estimated $3.57M.
  • Western Digital made up 1.44% of Bellwether Advisors's portfolio in Q1 2026, its #16 holding.
  • Bellwether Advisors first reported a position in Western Digital in Q2 2021 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 Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.