Cheviot Value Management’s Western Digital WDC Stock Holding History

Cheviot Value 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	$2.71M	Sell	4,240 -75	-2%	-$36.5K	0.28%	48
2026 Q1	$1.17M	Sell	4,315 -50	-1%	-$13.1K	0.12%	57
2025 Q4	$1.22M	Sell	4,365 -2,344	-35%	-$355K	0.12%	58
2025 Q3	$838K	Sell	6,709 -1,175	-15%	-$96K	0.09%	69
2025 Q2	$591K	Hold	7,884	–	–	0.07%	71
2025 Q1	$355K	Buy	+7,884	New	+$374K	0.04%	86

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 $3.37T AUM 44.26% 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

Cheviot Value Management's WDC Position: Q2 2026 in Review

Cheviot Value Management reduced its Western Digital (WDC) stake by 1.7% in Q2 2026, selling an estimated $36.5K and leaving 4,240 shares worth $2.71M. The position accounts for 0.28% of the portfolio, ranked #48.

Cheviot Value Management 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.

Cheviot Value Management held 4,240 shares of Western Digital worth $2.71M as of Q2 2026.
Cheviot Value Management sold 75 Western Digital shares in Q2 2026, an estimated $36.5K.
Western Digital made up 0.28% of Cheviot Value Management's portfolio in Q2 2026, its #48 holding.
Cheviot Value Management 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 Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.