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 Q2	$1.31M	Buy	2,049 +4	+0.2%	+$1.95K	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

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

LMG Wealth Partners's WDC Position: Q2 2026 in Review

LMG Wealth Partners increased its Western Digital (WDC) stake by 0.2% in Q2 2026, buying an estimated $1.95K and bringing the position to 2,049 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #99.

LMG Wealth Partners first reported a position in WDC in Q4 2022 and has held it in 6 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

LMG Wealth Partners held 2,049 shares of Western Digital worth $1.31M as of Q2 2026.
LMG Wealth Partners bought 4 Western Digital shares in Q2 2026, an estimated $1.95K.
Western Digital made up 0.21% of LMG Wealth Partners's portfolio in Q2 2026, its #99 holding.
LMG Wealth Partners first reported a position in Western Digital in Q4 2022 and has held it in 6 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.