III Capital Management’s Western Digital WDC Stock Holding History

III 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 Q2	$3.19M	Sell	5,000 -2,979	-37%	-$1.45M	0.81%	15
2026 Q1	$2.16M	Sell	7,979 -10,527	-57%	-$2.75M	0.63%	31
2025 Q4	$3.19M	Sell	18,506 -23,207	-56%	-$3.52M	0.47%	30
2025 Q3	$5.01M	Sell	41,713 -41,187	-50%	-$3.37M	1.2%	7
2025 Q2	$5.3M	Sell	82,900 -30,900	-27%	-$1.47M	0.95%	8
2025 Q1	$4.6M	Buy	113,800 +85,620	+304%	+$4.06M	0.83%	11
2024 Q4	$1.27M	Sell	28,180 -56,029	-67%	-$2.82M	0.2%	34
2024 Q3	$4.35M	Sell	84,209 -195,351	-70%	-$9.87M	0.32%	39
2024 Q2	$16M	Sell	279,560 -26,842	-9%	-$1.49M	0.75%	34
2024 Q1	$15.8M	Buy	306,402 +658	+0.2%	+$28.8K	0.74%	35
2023 Q4	$12.1M	Buy	305,744 +296,422	+3,180%	+$10.4M	0.51%	53
2023 Q3	$322K	Buy	+9,322	New	+$294K	0.02%	133
2023 Q1	–	Sell	-6,780	Closed	-$161K	–	163
2022 Q4	$161K	Buy	6,780 +1,356	+25%	+$35.8K	0.02%	113
2022 Q3	$133K	Hold	5,424	–	–	0.01%	129
2022 Q2	$183K	Buy	+5,424	New	+$218K	0.02%	145

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

III Capital Management's WDC Position: Q2 2026 in Review

III Capital Management reduced its Western Digital (WDC) stake by 37% in Q2 2026, selling an estimated $1.45M and leaving 5,000 shares worth $3.19M. The position accounts for 0.81% of the portfolio, ranked #15.

III Capital Management first reported a position in WDC in Q2 2022 and has held it in 15 quarters since. The position peaked at $16M in Q2 2024. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

III Capital Management held 5,000 shares of Western Digital worth $3.19M as of Q2 2026.
III Capital Management sold 2,979 Western Digital shares in Q2 2026, an estimated $1.45M.
Western Digital made up 0.81% of III Capital Management's portfolio in Q2 2026, its #15 holding.
III Capital Management first reported a position in Western Digital in Q2 2022 and has held it in 15 quarters since.
III Capital Management's Western Digital position peaked at $16M in Q2 2024.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on III Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.