Ironwood Investment Management’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,240
| Closed | -$335K | – | 183 |
|
|
2026
Q1 | $335K | Hold |
1,240
| – | – | 0.14% | 135 |
|
|
2025
Q4 | $214K | Buy |
+1,240
| New | +$188K | 0.09% | 156 |
|
|
2022
Q3 | – | Sell |
-6,073
| Closed | -$206K | – | 170 |
|
|
2022
Q2 | $206K | Hold |
6,073
| – | – | 0.14% | 145 |
|
|
2022
Q1 | $228K | Hold |
6,073
| – | – | 0.12% | 157 |
|
|
2021
Q4 | $299K | Hold |
6,073
| – | – | 0.15% | 146 |
|
|
2021
Q3 | $259K | Hold |
6,073
| – | – | 0.13% | 155 |
|
|
2021
Q2 | $327K | Hold |
6,073
| – | – | 0.17% | 144 |
|
|
2021
Q1 | $306K | Hold |
6,073
| – | – | 0.16% | 143 |
|
|
2020
Q4 | $254K | Buy |
+6,073
| New | +$202K | 0.15% | 145 |
|
|
2020
Q3 | – | Sell |
-9,182
| Closed | -$306K | – | 163 |
|
|
2020
Q2 | $306K | Sell |
9,182
-330
| -3% | -$10.7K | 0.24% | 123 |
|
|
2020
Q1 | $299K | Sell |
9,512
-6,748
| -42% | -$299K | 0.3% | 120 |
|
|
2019
Q4 | $780K | Buy |
16,260
+2,011
| +14% | +$83.9K | 0.54% | 59 |
|
|
2019
Q3 | $642K | Buy |
14,249
+768
| +6% | +$32.8K | 0.48% | 78 |
|
|
2019
Q2 | $485K | Hold |
13,481
| – | – | 0.38% | 96 |
|
|
2019
Q1 | $490K | Hold |
13,481
| – | – | 0.4% | 97 |
|
|
2018
Q4 | $377K | Sell |
13,481
-3,969
| -23% | -$141K | 0.35% | 109 |
|
|
2018
Q3 | $772K | Hold |
17,450
| – | – | 0.54% | 66 |
|
|
2018
Q2 | $1.02M | Sell |
17,450
-199
| -1% | -$12.7K | 0.72% | 45 |
|
|
2018
Q1 | $1.23M | Hold |
17,649
| – | – | 0.9% | 35 |
|
|
2017
Q4 | $1.06M | Hold |
17,649
| – | – | 0.76% | 40 |
|
|
2017
Q3 | $1.15M | Hold |
17,649
| – | – | 0.81% | 40 |
|
|
2017
Q2 | $1.18M | Buy |
17,649
+3,638
| +26% | +$242K | 0.86% | 38 |
|
|
2017
Q1 | $874K | Hold |
14,011
| – | – | 0.65% | 56 |
|
|
2016
Q4 | $720K | Sell |
14,011
-1,984
| -12% | -$91.5K | 0.53% | 79 |
|
|
2016
Q3 | $707K | Hold |
15,995
| – | – | 0.54% | 72 |
|
|
2016
Q2 | $571K | Buy |
15,995
+198
| +1% | +$6.52K | 0.43% | 96 |
|
|
2016
Q1 | $564K | Hold |
15,797
| – | – | 0.37% | 101 |
|
|
2015
Q4 | $717K | Buy |
15,797
+3,209
| +25% | +$164K | 0.3% | 98 |
|
|
2015
Q3 | $756K | Hold |
12,588
| – | – | 0.28% | 100 |
|
|
2015
Q2 | $746K | Buy |
12,588
+1,620
| +15% | +$116K | 0.17% | 109 |
|
|
2015
Q1 | $754K | Hold |
10,968
| – | – | 0.14% | 117 |
|
|
2014
Q4 | $918K | Hold |
10,968
| – | – | 0.17% | 107 |
|
|
2014
Q3 | $807K | Hold |
10,968
| – | – | 0.15% | 116 |
|
|
2014
Q2 | $765K | Hold |
10,968
| – | – | 0.12% | 122 |
|
|
2014
Q1 | $761K | Sell |
10,968
-4,101
| -27% | -$268K | 0.11% | 112 |
|
|
2013
Q4 | $956K | Hold |
15,069
| – | – | 0.13% | 102 |
|
|
2013
Q3 | $722K | Hold |
15,069
| – | – | 0.11% | 112 |
|
|
2013
Q2 | $707K | Buy |
+15,069
| New | +$660K | 0.13% | 105 |
|
Other funds holding WDC
Ironwood Investment Management's WDC Position: Q2 2026 in Review
Ironwood Investment Management sold out of Western Digital (WDC) in Q2 2026, closing a stake of 1,240 shares — an estimated $335K sold.
Ironwood Investment Management first reported a position in WDC in Q2 2013 and held it in 38 quarters. The position peaked at $1.23M in Q1 2018. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- Ironwood Investment Management reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
- Ironwood Investment Management sold 1,240 Western Digital shares in Q2 2026, an estimated $335K.
- Ironwood Investment Management first reported a position in Western Digital in Q2 2013 and held it in 38 quarters.
- Ironwood Investment Management's Western Digital position peaked at $1.23M in Q1 2018.
- 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.