E&G Advisors’s Western Digital WDC Stock Holding History

E&G 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 Q2	$383K	Buy	+600	New	+$292K	0.07%	169
2019 Q1	–	Sell	-10,849	Closed	-$303K	–	189
2018 Q4	$303K	Sell	10,849 -2,116	-16%	-$75K	0.14%	148
2018 Q3	$574K	Hold	12,965	–	–	0.22%	120
2018 Q2	$759K	Buy	12,965 +396	+3%	+$25.2K	0.32%	81
2018 Q1	$877K	Buy	12,569 +3,440	+38%	+$232K	0.38%	64
2017 Q4	$549K	Sell	9,129 -562	-6%	-$36.2K	0.23%	94
2017 Q3	$633K	Buy	9,691 +250	+3%	+$16.6K	0.29%	76
2017 Q2	$632K	Buy	9,441 +4,202	+80%	+$279K	0.3%	70
2017 Q1	$327K	Buy	5,239 +556	+12%	+$31.9K	0.17%	117
2016 Q4	$241K	Sell	4,683 -5,107	-52%	-$235K	0.14%	116
2016 Q3	$433K	Sell	9,790 -9,394	-49%	-$354K	0.25%	80
2016 Q2	$685K	Buy	19,184 +3,284	+21%	+$108K	0.42%	59
2016 Q1	$568K	Buy	+15,900	New	+$569K	0.37%	57

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

E&G Advisors's WDC Position: Q2 2026 in Review

E&G Advisors opened a new position in Western Digital (WDC) in Q2 2026: 600 shares worth $383K. The stake represents 0.07% of the portfolio and ranks #169 among its holdings. This is a return to the name: E&G Advisors previously reported a position in WDC as recently as Q4 2018.

E&G Advisors first reported a position in WDC in Q1 2016 and has held it in 13 quarters since. The position peaked at $877K in Q1 2018. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

E&G Advisors held 600 shares of Western Digital worth $383K as of Q2 2026.
Western Digital was a new E&G Advisors position in Q2 2026.
Western Digital made up 0.07% of E&G Advisors's portfolio in Q2 2026, its #169 holding.
E&G Advisors first reported a position in Western Digital in Q1 2016 and has held it in 13 quarters since.
E&G Advisors's Western Digital position peaked at $877K in Q1 2018.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.