LMCG Investments’s Western Digital WDC Stock Holding History

LMCG Investments’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	$859K	Sell	3,174 -1,409	-31%	-$368K	0.05%	167
2025 Q4	$790K	Sell	4,583 -75	-2%	-$11.4K	0.05%	167
2025 Q3	$559K	Sell	4,658 -5	-0.1%	-$409	0.03%	181
2025 Q2	$298K	Sell	4,663 -1,963	-30%	-$93.5K	0.02%	208
2025 Q1	$268K	Sell	6,626 -5,863	-47%	-$278K	0.02%	215
2024 Q4	$563K	Sell	12,489 -353	-3%	-$17.7K	0.03%	194
2024 Q3	$663K	Sell	12,842 -2,500	-16%	-$126K	0.04%	176
2024 Q2	$879K	Sell	15,342 -6,166	-29%	-$342K	0.05%	204
2024 Q1	$1.11M	Sell	21,508 -92,115	-81%	-$4.03M	0.07%	184
2023 Q4	$4.5M	Sell	113,623 -476	-0.4%	-$16.7K	0.28%	101
2023 Q3	$3.94M	Sell	114,099 -1,126	-1%	-$35.5K	0.27%	107
2023 Q2	$3.3M	Sell	115,225 -6,167	-5%	-$172K	0.21%	118
2023 Q1	$3.46M	Buy	121,392 +1,789	+1%	+$52.5K	0.23%	114
2022 Q4	$2.85M	Sell	119,603 -5,219	-4%	-$138K	0.2%	128
2022 Q3	$3.07M	Buy	124,822 +11,184	+10%	+$371K	0.22%	124
2022 Q2	$3.85M	Buy	113,638 +2,767	+2%	+$111K	0.27%	106
2022 Q1	$4.16M	Buy	+110,871	New	+$4.55M	0.24%	113

Other funds holding WDC

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

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

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

Geode Capital Management

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

Bank of America

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