LBP AM’s Western Digital WDC Stock Holding History

LBP AM’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	$21.7M	Buy	80,109 +74,774	+1,402%	+$19.5M	0.3%	65
2025 Q4	$919K	Hold	5,335	–	–	0.01%	363
2025 Q3	$641K	Buy	+5,335	New	+$436K	0.01%	357
2024 Q2	–	Sell	-23,130	Closed	-$1.19M	–	355
2024 Q1	$1.19M	Buy	+23,130	New	+$1.01M	0.05%	213
2023 Q2	–	Sell	-43,860	Closed	-$1.25M	–	493
2023 Q1	$1.25M	Sell	43,860 -2,076	-5%	-$60.9K	0.03%	336
2022 Q4	$1.1M	Buy	+45,936	New	+$1.21M	0.03%	336

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBP AM's WDC Position: Q1 2026 in Review

LBP AM increased its Western Digital (WDC) stake by 1,402% in Q1 2026, buying an estimated $19.5M and bringing the position to 80,109 shares worth $21.7M. The position accounts for 0.3% of the portfolio, ranked #65.

LBP AM first reported a position in WDC in Q4 2022 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

LBP AM held 80,109 shares of Western Digital worth $21.7M as of Q1 2026.
LBP AM bought 74,774 Western Digital shares in Q1 2026, an estimated $19.5M.
Western Digital made up 0.3% of LBP AM's portfolio in Q1 2026, its #65 holding.
LBP AM first reported a position in Western Digital in Q4 2022 and has held it in 6 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.