EWM
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Evermay Wealth Management’s Western Digital WDC Stock Holding History

Evermay Wealth 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 		$58.8K Buy
+92
New +$44.7K 0.01% 337
2018
Q3 		– Sell
-5,424
Closed -$317K – 149
2018
Q2 		$317K Sell
5,424
-496
-8% -$31.6K 0.11% 103
2018
Q1 		$413K Buy
+5,920
New +$399K 0.14% 83

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evermay Wealth Management's WDC Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 92 shares worth $58.8K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in WDC as recently as Q2 2018.

Evermay Wealth Management first reported a position in WDC in Q1 2018 and has held it in 3 quarters since. The position peaked at $413K in Q1 2018. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Evermay Wealth Management held 92 shares of Western Digital worth $58.8K as of Q2 2026.
  • Western Digital was a new Evermay Wealth Management position in Q2 2026.
  • Western Digital made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Evermay Wealth Management first reported a position in Western Digital in Q1 2018 and has held it in 3 quarters since.
  • Evermay Wealth Management's Western Digital position peaked at $413K in Q1 2018.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.