JWWM
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Johnson & White Wealth Management’s Western Digital WDC Stock Holding History

Johnson & White 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 		$1.29M Buy
2,019
+19
+1% +$9.24K 0.48% 47
2026
Q1 		$541K Hold
2,000
– – 0.23% 74
2025
Q4 		$345K Hold
2,000
– – 0.15% 89
2025
Q3 		$240K Buy
+2,000
New +$163K 0.11% 99

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

Johnson & White Wealth Management's WDC Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Western Digital (WDC) stake by 0.95% in Q2 2026, buying an estimated $9.24K and bringing the position to 2,019 shares worth $1.29M. The position accounts for 0.48% of the portfolio, ranked #47.

Johnson & White Wealth Management first reported a position in WDC in Q3 2025 and has held it in 4 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Johnson & White Wealth Management held 2,019 shares of Western Digital worth $1.29M as of Q2 2026.
  • Johnson & White Wealth Management bought 19 Western Digital shares in Q2 2026, an estimated $9.24K.
  • Western Digital made up 0.48% of Johnson & White Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Johnson & White Wealth Management first reported a position in Western Digital in Q3 2025 and has held it in 4 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.