Financial Management Professionals’s Western Digital WDC Stock Holding History

Financial Management Professionals’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	$3.19K	Buy	+5	New	+$2.43K	﹤0.01%	736
2025 Q3	–	Sell	-9	Closed	-$576	–	1075
2025 Q2	$576	Hold	9	–	–	﹤0.01%	900
2025 Q1	$364	Sell	9 -3	-25%	-$142	﹤0.01%	925
2024 Q4	$537	Hold	12	–	–	﹤0.01%	882
2024 Q3	$1K	Sell	12 -12	-50%	-$606	﹤0.01%	906
2024 Q2	$1K	Buy	24 +12	+100%	+$666	﹤0.01%	873
2024 Q1	$1K	Hold	12	–	–	﹤0.01%	922
2023 Q4	$0	Hold	12	–	–	﹤0.01%	1062
2023 Q3	$0	Hold	12	–	–	﹤0.01%	1066
2023 Q2	$0	Hold	12	–	–	﹤0.01%	1135
2023 Q1	$0	Hold	12	–	–	﹤0.01%	1157
2022 Q4	$0	Sell	12 -235	-95%	-$6.2K	﹤0.01%	1097
2022 Q3	$6K	Hold	247	–	–	﹤0.01%	591
2022 Q2	$8K	Hold	247	–	–	﹤0.01%	549
2022 Q1	$9K	Hold	247	–	–	﹤0.01%	556
2021 Q4	$12K	Hold	247	–	–	﹤0.01%	453
2021 Q3	$11K	Hold	247	–	–	﹤0.01%	466
2021 Q2	$13K	Hold	247	–	–	﹤0.01%	361
2021 Q1	$12K	Hold	247	–	–	﹤0.01%	344
2020 Q4	$10K	Hold	247	–	–	﹤0.01%	363
2020 Q3	$7K	Sell	247 -6	-2%	-$178	﹤0.01%	366
2020 Q2	$8K	Buy	+253	New	+$8.2K	﹤0.01%	340

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

Financial Management Professionals's WDC Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Western Digital (WDC) in Q2 2026: 5 shares worth $3.19K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in WDC as recently as Q2 2025.

Financial Management Professionals first reported a position in WDC in Q2 2020 and has held it in 22 quarters since. The position peaked at $13K in Q2 2021. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Financial Management Professionals held 5 shares of Western Digital worth $3.19K as of Q2 2026.
Western Digital was a new Financial Management Professionals position in Q2 2026.
Western Digital made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #736 holding.
Financial Management Professionals first reported a position in Western Digital in Q2 2020 and has held it in 22 quarters since.
Financial Management Professionals's Western Digital position peaked at $13K in Q2 2021.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.