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Jackson Wealth Management’s Western Digital WDC Stock Holding History

Jackson 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
2025
Q4 		– Sell
-5,598
Closed -$672K – 163
2025
Q3 		$672K Buy
+5,598
New +$457K 0.07% 97
2016
Q1 		– Sell
-35,226
Closed -$1.39M – 72
2015
Q4 		$1.39M Buy
35,226
+14,258
+68% +$728K 0.55% 49
2015
Q3 		$1.26M Buy
20,968
+886
+4% +$53.3K 0.45% 65
2015
Q2 		$1.24M Sell
20,082
-155
-0.8% -$11.1K 0.42% 70
2015
Q1 		$1.39M Buy
20,237
+43
+0.2% +$3.36K 0.45% 76
2014
Q4 		$1.69M Buy
+20,194
New +$1.52M 0.55% 63

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jackson Wealth Management's WDC Position: Q4 2025 in Review

Jackson Wealth Management sold out of Western Digital (WDC) in Q4 2025, closing a stake of 5,598 shares — an estimated $672K sold.

Jackson Wealth Management first reported a position in WDC in Q4 2014 and held it in 6 quarters. The position peaked at $1.69M in Q4 2014. 1,174 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • Jackson Wealth Management reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 5,598 Western Digital shares in Q4 2025, an estimated $672K.
  • Jackson Wealth Management first reported a position in Western Digital in Q4 2014 and held it in 6 quarters.
  • Jackson Wealth Management's Western Digital position peaked at $1.69M in Q4 2014.
  • 1,174 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on Jackson Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.