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Calton & Associates’s Western Digital WDC Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-13
Closed -$13K – 1270
2017
Q4 		$13K Buy
+13
New +$837 ﹤0.01% 1002

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Calton & Associates's WDC Position: Q1 2026 in Review

Calton & Associates opened a new position in Western Digital (WDC) in Q1 2026: 951 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #354 among its holdings. This is a return to the name: Calton & Associates previously reported a position in WDC as recently as Q4 2017.

Calton & Associates first reported a position in WDC in Q4 2017 and has held it in 2 quarters since. The position peaked at $340K in Q4 2017. 1,412 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Calton & Associates held 951 shares of Western Digital worth $257K as of Q1 2026.
  • Western Digital was a new Calton & Associates position in Q1 2026.
  • Western Digital made up 0.04% of Calton & Associates's portfolio in Q1 2026, its #354 holding.
  • Calton & Associates first reported a position in Western Digital in Q4 2017 and has held it in 2 quarters since.
  • Calton & Associates's Western Digital position peaked at $340K in Q4 2017.
  • 1,412 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.