LMG Wealth Partners
WDC icon

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
Q3 		$931K Hold
2,049
– – 0.15% 104
2026
Q2 		$1.31M Buy
2,049
+4
+0.2% +$1.94K 0.21% 99
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LMG Wealth Partners's WDC Position: Q3 2026 in Review

LMG Wealth Partners held its Western Digital (WDC) position steady in Q3 2026 at 2,049 shares worth $931K. The position accounts for 0.15% of the portfolio, ranked #104.

LMG Wealth Partners first reported a position in WDC in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.31M in Q2 2026. 1,372 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • LMG Wealth Partners held 2,049 shares of Western Digital worth $931K as of Q3 2026.
  • LMG Wealth Partners left its Western Digital share count unchanged in Q3 2026.
  • Western Digital made up 0.15% of LMG Wealth Partners's portfolio in Q3 2026, its #104 holding.
  • LMG Wealth Partners first reported a position in Western Digital in Q4 2022 and has held it in 7 quarters since.
  • LMG Wealth Partners's Western Digital position peaked at $1.31M in Q2 2026.
  • 1,372 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on LMG Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.