JSW
WDC icon

Journey Strategic Wealth’s Western Digital WDC Stock Holding History

Journey Strategic Wealth’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
Q1 		$1.5M Buy
5,534
+574
+12% +$150K 0.04% 134
2025
Q4 		$854K Buy
4,960
+270
+6% +$40.9K 0.02% 203
2025
Q3 		$563K Buy
4,690
+457
+11% +$37.3K 0.02% 267
2025
Q2 		$271K Buy
+4,233
New +$202K 0.01% 476

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Strategic Wealth's WDC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Western Digital (WDC) stake by 12% in Q1 2026, buying an estimated $150K and bringing the position to 5,534 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #134.

Journey Strategic Wealth first reported a position in WDC in Q2 2025 and has held it in 4 quarters since. 1,409 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Journey Strategic Wealth held 5,534 shares of Western Digital worth $1.5M as of Q1 2026.
  • Journey Strategic Wealth bought 574 Western Digital shares in Q1 2026, an estimated $150K.
  • Western Digital made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #134 holding.
  • Journey Strategic Wealth first reported a position in Western Digital in Q2 2025 and has held it in 4 quarters since.
  • 1,409 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.