LifePlan Investment Advisors’s Western Digital WDC Stock Holding History

LifePlan Investment Advisors’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	$1.82M	Buy	+6,738	New	+$1.76M	0.72%	46

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

LifePlan Investment Advisors's WDC Position: Q1 2026 in Review

LifePlan Investment Advisors opened a new position in Western Digital (WDC) in Q1 2026: 6,738 shares worth $1.82M. The stake represents 0.72% of the portfolio and ranks #46 among its holdings.

1,408 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

LifePlan Investment Advisors held 6,738 shares of Western Digital worth $1.82M as of Q1 2026.
Western Digital was a new LifePlan Investment Advisors position in Q1 2026.
Western Digital made up 0.72% of LifePlan Investment Advisors's portfolio in Q1 2026, its #46 holding.
1,408 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.