J.M. Forbes & Co’s Western Digital WDC Stock Holding History

J.M. Forbes & Co’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	$319K	Buy	+500	New	+$243K	0.03%	136

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

J.M. Forbes & Co's WDC Position: Q2 2026 in Review

J.M. Forbes & Co opened a new position in Western Digital (WDC) in Q2 2026: 500 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

J.M. Forbes & Co held 500 shares of Western Digital worth $319K as of Q2 2026.
Western Digital was a new J.M. Forbes & Co position in Q2 2026.
Western Digital made up 0.03% of J.M. Forbes & Co's portfolio in Q2 2026, its #136 holding.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.