Leavell Investment Management’s Western Digital WDC Stock Holding History

Leavell Investment 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	$263K	Buy	+412	New	+$200K	0.01%	561
2018 Q3	–	Sell	-18,480	Closed	-$1.09M	–	378
2018 Q2	$1.09M	Buy	18,480 +298	+2%	+$19K	0.12%	168
2018 Q1	$1.27M	Hold	18,182	–	–	0.15%	153
2017 Q4	$1.09M	Buy	18,182 +132	+0.7%	+$8.5K	0.13%	170
2017 Q3	$1.18M	Hold	18,050	–	–	0.15%	157
2017 Q2	$1.21M	Buy	18,050 +1,323	+8%	+$87.9K	0.15%	149
2017 Q1	$1.04M	Hold	16,727	–	–	0.13%	155
2016 Q4	$859K	Buy	16,727 +397	+2%	+$18.3K	0.12%	168
2016 Q3	$722K	Buy	16,330 +1,985	+14%	+$74.8K	0.11%	188
2016 Q2	$512K	Buy	+14,345	New	+$472K	0.08%	230
2015 Q2	–	Sell	-14,176	Closed	-$975K	–	393
2015 Q1	$975K	Hold	14,176	–	–	0.15%	167
2014 Q4	$1.19M	Buy	14,176 +4,631	+49%	+$350K	0.18%	155
2014 Q3	$702K	Hold	9,545	–	–	0.11%	195
2014 Q2	$666K	Buy	9,545 +661	+7%	+$44.3K	0.11%	199
2014 Q1	$617K	Buy	+8,884	New	+$580K	0.1%	197

Other funds holding WDC

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Leavell Investment Management's WDC Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Western Digital (WDC) in Q2 2026: 412 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Leavell Investment Management previously reported a position in WDC as recently as Q2 2018.

Leavell Investment Management first reported a position in WDC in Q1 2014 and has held it in 15 quarters since. The position peaked at $1.27M in Q1 2018. 402 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Leavell Investment Management held 412 shares of Western Digital worth $263K as of Q2 2026.
Western Digital was a new Leavell Investment Management position in Q2 2026.
Western Digital made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #561 holding.
Leavell Investment Management first reported a position in Western Digital in Q1 2014 and has held it in 15 quarters since.
Leavell Investment Management's Western Digital position peaked at $1.27M in Q1 2018.
402 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.