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Larson Financial Group’s Western Digital WDC Stock Holding History

Larson Financial Group’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 		$1.36M Buy
2,123
+315
+17% +$153K 0.04% 309
2026
Q1 		$489K Buy
1,808
+1,133
+168% +$296K 0.02% 482
2025
Q4 		$116K Buy
675
+100
+17% +$15.2K ﹤0.01% 879
2025
Q3 		$69K Buy
575
+114
+25% +$9.32K ﹤0.01% 1035
2025
Q2 		$29.5K Buy
461
+168
+57% +$8K ﹤0.01% 1298
2025
Q1 		$11.9K Buy
293
+18
+7% +$854 ﹤0.01% 1569
2024
Q4 		$12.4K Sell
275
-193
-41% -$9.7K ﹤0.01% 1407
2024
Q3 		$24.2K Buy
468
+193
+70% +$9.75K ﹤0.01% 1129
2024
Q2 		$15.8K Hold
275
– – ﹤0.01% 1125
2024
Q1 		$14.2K Hold
275
– – ﹤0.01% 965
2023
Q4 		$10.9K Hold
275
– – ﹤0.01% 989
2023
Q3 		$9.51K Hold
275
– – ﹤0.01% 1008
2023
Q2 		$7.91K Hold
275
– – ﹤0.01% 1002
2023
Q1 		$7.85K Hold
275
– – ﹤0.01% 990
2022
Q4 		$6.58K Hold
275
– – ﹤0.01% 975
2022
Q3 		$7K Sell
275
-17
-6% -$564 ﹤0.01% 896
2022
Q2 		$10K Sell
292
-64
-18% -$2.57K ﹤0.01% 731
2022
Q1 		$13K Sell
356
-438
-55% -$18K ﹤0.01% 610
2021
Q4 		$39K Sell
794
-709
-47% -$30.8K 0.01% 422
2021
Q3 		$64K Hold
1,503
– – 0.01% 258
2021
Q2 		$81K Hold
1,503
– – 0.02% 207
2021
Q1 		$76K Hold
1,503
– – 0.02% 200
2020
Q4 		$63K Sell
1,503
-225
-13% -$7.47K 0.02% 189
2020
Q3 		$48K Buy
1,728
+934
+118% +$27.8K 0.02% 207
2020
Q2 		$26K Buy
794
+189
+31% +$6.12K 0.01% 263
2020
Q1 		$19K Buy
+605
New +$26.8K 0.01% 231
2019
Q3 		– Sell
-12
Closed – – 631
2019
Q2 		$0 Hold
12
– – ﹤0.01% 577
2019
Q1 		$0 Hold
12
– – ﹤0.01% 552
2018
Q4 		$0 Buy
+12
New +$425 ﹤0.01% 519

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

Larson Financial Group's WDC Position: Q2 2026 in Review

Larson Financial Group increased its Western Digital (WDC) stake by 17% in Q2 2026, buying an estimated $153K and bringing the position to 2,123 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #309.

Larson Financial Group first reported a position in WDC in Q4 2018 and has held it in 29 quarters since. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Larson Financial Group held 2,123 shares of Western Digital worth $1.36M as of Q2 2026.
  • Larson Financial Group bought 315 Western Digital shares in Q2 2026, an estimated $153K.
  • Western Digital made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #309 holding.
  • Larson Financial Group first reported a position in Western Digital in Q4 2018 and has held it in 29 quarters since.
  • 1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.