Lloyd Advisory Services’s Western Digital WDC Stock Holding History

Lloyd Advisory Services’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	–	Sell	-1,672	Closed	-$452K	–	1017
2026 Q1	$452K	Buy	+1,672	New	+$436K	0.13%	83
2020 Q3	–	Sell	-28	Closed	-$1K	–	398
2020 Q2	$1K	Hold	28	–	–	﹤0.01%	305
2020 Q1	$1K	Sell	28 -39	-58%	-$1.73K	﹤0.01%	258
2019 Q4	$3K	Buy	+67	New	+$2.79K	﹤0.01%	294

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Advisory Services's WDC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Western Digital (WDC) in Q2 2026, closing a stake of 1,672 shares — an estimated $452K sold.

Lloyd Advisory Services first reported a position in WDC in Q4 2019 and held it in 4 quarters. The position peaked at $452K in Q1 2026. 1,845 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Lloyd Advisory Services reported no remaining Western Digital position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 1,672 Western Digital shares in Q2 2026, an estimated $452K.
Lloyd Advisory Services first reported a position in Western Digital in Q4 2019 and held it in 4 quarters.
Lloyd Advisory Services's Western Digital position peaked at $452K in Q1 2026.
1,845 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.