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Forum Financial Management’s Western Digital WDC Stock Holding History

Forum Financial 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 		– Sell
-5,430
Closed -$935K – 989
2025
Q4 		$935K Sell
5,430
-1,078
-17% -$163K 0.01% 263
2025
Q3 		$781K Buy
6,508
+613
+10% +$50.1K 0.01% 299
2025
Q2 		$377K Buy
5,895
+193
+3% +$9.19K 0.01% 534
2025
Q1 		$231K Sell
5,702
-1,728
-23% -$82K ﹤0.01% 745
2024
Q4 		$335K Buy
7,430
+177
+2% +$8.9K 0.01% 545
2024
Q3 		$374K Buy
7,253
+172
+2% +$8.69K 0.01% 425
2024
Q2 		$406K Sell
7,081
-385
-5% -$21.4K 0.01% 377
2024
Q1 		$385K Hold
7,466
– – 0.01% 413
2023
Q4 		$296K Buy
7,466
+918
+14% +$32.1K 0.01% 463
2023
Q3 		$226K Buy
+6,548
New +$207K 0.01% 540
2022
Q3 		– Sell
-6,477
Closed -$219K – 602
2022
Q2 		$219K Buy
6,477
+637
+11% +$25.6K 0.01% 479
2022
Q1 		$219K Buy
5,840
+529
+10% +$21.7K 0.01% 529
2021
Q4 		$262K Buy
+5,311
New +$231K 0.01% 482

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's WDC Position: Q1 2026 in Review

Forum Financial Management sold out of Western Digital (WDC) in Q1 2026, closing a stake of 5,430 shares — an estimated $935K sold.

Forum Financial Management first reported a position in WDC in Q4 2021 and held it in 13 quarters. The position peaked at $935K in Q4 2025. 1,421 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Forum Financial Management reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,430 Western Digital shares in Q1 2026, an estimated $935K.
  • Forum Financial Management first reported a position in Western Digital in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Western Digital position peaked at $935K in Q4 2025.
  • 1,421 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.