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Brown, Lisle/Cummings’s Western Digital WDC Stock Holding History

Brown, Lisle/Cummings’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 		$17.3K Sell
27
-1
-4% -$486 ﹤0.01% 525
2026
Q1 		$7.59K Buy
28
+9
+47% +$2.35K ﹤0.01% 616
2025
Q4 		$3.28K Hold
19
– – ﹤0.01% 594
2025
Q3 		$2.29K Hold
19
– – ﹤0.01% 640
2025
Q2 		$1.22K Hold
19
– – ﹤0.01% 694
2025
Q1 		$768 Buy
+19
New +$901 ﹤0.01% 731

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

Brown, Lisle/Cummings's WDC Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Western Digital (WDC) stake by 3.6% in Q2 2026, selling an estimated $486 and leaving 27 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Brown, Lisle/Cummings first reported a position in WDC in Q1 2025 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Brown, Lisle/Cummings held 27 shares of Western Digital worth $17.3K as of Q2 2026.
  • Brown, Lisle/Cummings sold 1 Western Digital share in Q2 2026, an estimated $486.
  • Western Digital made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #525 holding.
  • Brown, Lisle/Cummings first reported a position in Western Digital in Q1 2025 and has held it in 6 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.