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Jeppson Wealth Management’s Western Digital WDC Stock Holding History

Jeppson 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
2026
Q2 		$246K Buy
+385
New +$187K 0.07% 211
2020
Q4 		– Sell
-1,297
Closed -$36K – 458
2020
Q3 		$36K Buy
+1,297
New +$38.5K 0.03% 256

Other funds holding WDC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Jeppson Wealth Management's WDC Position: Q2 2026 in Review

Jeppson Wealth Management opened a new position in Western Digital (WDC) in Q2 2026: 385 shares worth $246K. The stake represents 0.07% of the portfolio and ranks #211 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in WDC as recently as Q3 2020.

Jeppson Wealth Management first reported a position in WDC in Q3 2020 and has held it in 2 quarters since. 1,849 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Jeppson Wealth Management held 385 shares of Western Digital worth $246K as of Q2 2026.
  • Western Digital was a new Jeppson Wealth Management position in Q2 2026.
  • Western Digital made up 0.07% of Jeppson Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Jeppson Wealth Management first reported a position in Western Digital in Q3 2020 and has held it in 2 quarters since.
  • 1,849 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.