Capital Investment Advisory Services’s Western Digital WDC Stock Holding History

Capital Investment Advisory Services’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	$475K	Buy	+743	New	+$361K	0.03%	456
2020 Q1	–	Sell	-5,184	Closed	-$249K	–	623
2019 Q4	$249K	Buy	5,184 +2,538	+96%	+$106K	0.07%	261
2019 Q3	$119K	Hold	2,646	–	–	0.03%	356
2019 Q2	$111K	Sell	2,646 -167	-6%	-$5.72K	0.03%	365
2019 Q1	$102K	Hold	2,813	–	–	0.04%	336
2018 Q4	$79K	Buy	+2,813	New	+$99.7K	0.03%	360

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Investment Advisory Services's WDC Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Western Digital (WDC) in Q2 2026: 743 shares worth $475K. The stake represents 0.03% of the portfolio and ranks #456 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in WDC as recently as Q4 2019.

Capital Investment Advisory Services first reported a position in WDC in Q4 2018 and has held it in 6 quarters since. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Capital Investment Advisory Services held 743 shares of Western Digital worth $475K as of Q2 2026.
Western Digital was a new Capital Investment Advisory Services position in Q2 2026.
Western Digital made up 0.03% of Capital Investment Advisory Services's portfolio in Q2 2026, its #456 holding.
Capital Investment Advisory Services first reported a position in Western Digital in Q4 2018 and has held it in 6 quarters since.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.