JWM
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JPL Wealth Management’s Western Digital WDC Stock Holding History

JPL 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 		$202K Buy
316
+1
+0.3% +$486 0.04% 128
2026
Q1 		$85.2K Buy
+315
New +$82.2K 0.02% 171
2025
Q4 		– Sell
-274
Closed -$32.9K – 1121
2025
Q3 		$32.9K Buy
+274
New +$22.4K 0.01% 311

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

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

JPL Wealth Management increased its Western Digital (WDC) stake by 0.32% in Q2 2026, buying an estimated $486 and bringing the position to 316 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #128.

JPL Wealth Management first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • JPL Wealth Management held 316 shares of Western Digital worth $202K as of Q2 2026.
  • JPL Wealth Management bought 1 Western Digital share in Q2 2026, an estimated $486.
  • Western Digital made up 0.04% of JPL Wealth Management's portfolio in Q2 2026, its #128 holding.
  • JPL Wealth Management first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.