Evergreen Capital Management’s Western Digital WDC Stock Holding History

Evergreen Capital 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 Q1	$1.31M	Buy	4,846 +55	+1%	+$14.4K	0.03%	416
2025 Q4	$825K	Sell	4,791 -274	-5%	-$41.5K	0.02%	525
2025 Q3	$608K	Buy	5,065 +925	+22%	+$75.6K	0.01%	571
2025 Q2	$265K	Buy	+4,140	New	+$197K	0.01%	861
2021 Q1	–	Sell	-60,495	Closed	-$2.53M	–	524
2020 Q4	$2.53M	Sell	60,495 -741	-1%	-$24.6K	0.15%	147
2020 Q3	$1.69M	Buy	61,236 +3,416	+6%	+$102K	0.12%	161
2020 Q2	$1.93M	Buy	+57,820	New	+$1.87M	0.15%	140
2019 Q3	–	Sell	-54,926	Closed	-$1.97M	–	474
2019 Q2	$1.97M	Sell	54,926 -116	-0.2%	-$3.98K	0.19%	115
2019 Q1	$2M	Buy	55,042 +1,283	+2%	+$43.9K	0.2%	113
2018 Q4	$1.5M	Buy	+53,759	New	+$1.91M	0.16%	130

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Capital Management's WDC Position: Q1 2026 in Review

Evergreen Capital Management increased its Western Digital (WDC) stake by 1.1% in Q1 2026, buying an estimated $14.4K and bringing the position to 4,846 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #416.

Evergreen Capital Management first reported a position in WDC in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.53M in Q4 2020. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Evergreen Capital Management held 4,846 shares of Western Digital worth $1.31M as of Q1 2026.
Evergreen Capital Management bought 55 Western Digital shares in Q1 2026, an estimated $14.4K.
Western Digital made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #416 holding.
Evergreen Capital Management first reported a position in Western Digital in Q4 2018 and has held it in 10 quarters since.
Evergreen Capital Management's Western Digital position peaked at $2.53M in Q4 2020.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.