Hohimer Wealth Management’s Western Digital WDC Stock Holding History

Hohimer 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	$211K	Buy	+331	New	+$161K	0.02%	363
2022 Q4	–	Sell	-144,089	Closed	-$3.54M	–	203
2022 Q3	$3.54M	Buy	144,089 +1,276	+0.9%	+$42.4K	1.14%	21
2022 Q2	$4.84M	Sell	142,813 -7,027	-5%	-$282K	1.43%	9
2022 Q1	$5.62M	Buy	149,840 +127,569	+573%	+$5.24M	1.11%	20
2021 Q4	$1.1M	Buy	22,271 +1,559	+8%	+$67.7K	0.23%	116
2021 Q3	$884K	Buy	20,712 +2,117	+11%	+$101K	0.19%	127
2021 Q2	$1M	Buy	18,595 +574	+3%	+$31K	0.2%	121
2021 Q1	$909K	Sell	18,021 -4,563	-20%	-$213K	0.22%	117
2020 Q4	$946K	Sell	22,584 -53	-0.2%	-$1.76K	0.25%	109
2020 Q3	$700K	Sell	22,637 -2,438	-10%	-$72.5K	0.2%	123
2020 Q2	$837K	Sell	25,075 -23,197	-48%	-$752K	0.29%	117
2020 Q1	$1.57M	Sell	48,272 -1,200	-2%	-$53.1K	0.66%	60
2019 Q4	$2.37M	Buy	+49,472	New	+$2.06M	0.83%	21

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

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

Hohimer Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 331 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in WDC as recently as Q3 2022.

Hohimer Wealth Management first reported a position in WDC in Q4 2019 and has held it in 13 quarters since. The position peaked at $5.62M in Q1 2022. 1,850 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Hohimer Wealth Management held 331 shares of Western Digital worth $211K as of Q2 2026.
Western Digital was a new Hohimer Wealth Management position in Q2 2026.
Western Digital made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #363 holding.
Hohimer Wealth Management first reported a position in Western Digital in Q4 2019 and has held it in 13 quarters since.
Hohimer Wealth Management's Western Digital position peaked at $5.62M in Q1 2022.
1,850 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.