IMA Advisory Services’s Western Digital WDC Stock Holding History

IMA Advisory Services’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	$6.22K	Hold	23	–	–	﹤0.01%	371
2025 Q4	$3.96K	Buy	+23	New	+$3.49K	﹤0.01%	493
2018 Q3	–	Sell	-48,153	Closed	-$2.82M	–	469
2018 Q2	$2.82M	Buy	48,153 +12,337	+34%	+$785K	1.17%	26
2018 Q1	$2.5M	Buy	35,816 +17,918	+100%	+$1.21M	1.11%	31
2017 Q4	$1.08M	Buy	+17,898	New	+$1.15M	0.48%	73
2016 Q3	–	Sell	-38,300	Closed	-$1.37M	–	115
2016 Q2	$1.37M	Buy	38,300 +1,212	+3%	+$39.9K	0.86%	43
2016 Q1	$1.28M	Buy	+37,088	New	+$1.33M	0.74%	49

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMA Advisory Services's WDC Position: Q1 2026 in Review

IMA Advisory Services held its Western Digital (WDC) position steady in Q1 2026 at 23 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

IMA Advisory Services first reported a position in WDC in Q1 2016 and has held it in 7 quarters since. The position peaked at $2.82M in Q2 2018. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

IMA Advisory Services held 23 shares of Western Digital worth $6.22K as of Q1 2026.
IMA Advisory Services left its Western Digital share count unchanged in Q1 2026.
Western Digital made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #371 holding.
IMA Advisory Services first reported a position in Western Digital in Q1 2016 and has held it in 7 quarters since.
IMA Advisory Services's Western Digital position peaked at $2.82M in Q2 2018.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.