LMG Wealth Partners’s Western Digital WDC Stock Holding History

LMG Wealth Partners’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	$553K	Hold	2,045	–	–	0.1%	111
2025 Q4	$352K	Hold	2,045	–	–	0.07%	122
2025 Q3	$246K	Buy	+2,045	New	+$167K	0.05%	140
2024 Q3	–	Sell	-3,506	Closed	-$201K	–	128
2024 Q2	$201K	Buy	+3,506	New	+$194K	0.05%	119
2023 Q1	–	Sell	-20,729	Closed	-$585K	–	111
2022 Q4	$585K	Buy	+20,729	New	+$547K	0.19%	70

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

LMG Wealth Partners's WDC Position: Q1 2026 in Review

LMG Wealth Partners held its Western Digital (WDC) position steady in Q1 2026 at 2,045 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #111.

LMG Wealth Partners first reported a position in WDC in Q4 2022 and has held it in 5 quarters since. The position peaked at $585K in Q4 2022. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

LMG Wealth Partners held 2,045 shares of Western Digital worth $553K as of Q1 2026.
LMG Wealth Partners left its Western Digital share count unchanged in Q1 2026.
Western Digital made up 0.1% of LMG Wealth Partners's portfolio in Q1 2026, its #111 holding.
LMG Wealth Partners first reported a position in Western Digital in Q4 2022 and has held it in 5 quarters since.
LMG Wealth Partners's Western Digital position peaked at $585K in Q4 2022.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.