Jacobi Capital Management’s Western Digital WDC Stock Holding History

Jacobi 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	$273K	Buy	+427	New	+$208K	0.01%	573
2021 Q4	–	Sell	-1,925	Closed	-$82K	–	1328
2021 Q3	$82K	Buy	+1,925	New	+$91.5K	0.01%	549
2021 Q1	–	Sell	-807	Closed	-$34K	–	1466
2020 Q4	$34K	Hold	807	–	–	0.01%	610
2020 Q3	$22K	Sell	807 -1,323	-62%	-$39.3K	﹤0.01%	655
2020 Q2	$71K	Hold	2,130	–	–	0.01%	414
2020 Q1	$67K	Buy	+2,130	New	+$94.3K	0.01%	383
2018 Q4	–	Sell	-331	Closed	-$15K	–	1015
2018 Q3	$15K	Buy	+331	New	+$16.8K	﹤0.01%	645
2016 Q4	–	Sell	-81	Closed	-$4K	–	717
2016 Q3	$4K	Hold	81	–	–	﹤0.01%	592
2016 Q2	$3K	Buy	+81	New	+$2.67K	﹤0.01%	611

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

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

Jacobi Capital Management opened a new position in Western Digital (WDC) in Q2 2026: 427 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in WDC as recently as Q3 2021.

Jacobi Capital Management first reported a position in WDC in Q2 2016 and has held it in 9 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Jacobi Capital Management held 427 shares of Western Digital worth $273K as of Q2 2026.
Western Digital was a new Jacobi Capital Management position in Q2 2026.
Western Digital made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #573 holding.
Jacobi Capital Management first reported a position in Western Digital in Q2 2016 and has held it in 9 quarters since.
1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.