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LRI Investments’s Western Digital WDC Stock Holding History

LRI 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
Q2 		$1.23M Buy
1,923
+312
+19% +$152K 0.1% 110
2026
Q1 		$436K Buy
1,611
+1,021
+173% +$267K 0.04% 193
2025
Q4 		$102K Buy
590
+300
+103% +$45.5K 0.01% 417
2025
Q3 		$34.8K Buy
290
+253
+684% +$20.7K ﹤0.01% 613
2025
Q2 		$2.38K Hold
37
– – ﹤0.01% 1150
2025
Q1 		$1.5K Sell
37
-181
-83% -$8.59K ﹤0.01% 1125
2024
Q4 		$9.85K Hold
218
– – ﹤0.01% 794
2024
Q3 		$10.4K Sell
218
-61
-22% -$3.08K ﹤0.01% 783
2024
Q2 		$16K Buy
279
+230
+469% +$12.8K ﹤0.01% 650
2024
Q1 		$2.54K Buy
+49
New +$2.15K ﹤0.01% 717

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LRI Investments's WDC Position: Q2 2026 in Review

LRI Investments increased its Western Digital (WDC) stake by 19% in Q2 2026, buying an estimated $152K and bringing the position to 1,923 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #110.

LRI Investments first reported a position in WDC in Q1 2024 and has held it in 10 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • LRI Investments held 1,923 shares of Western Digital worth $1.23M as of Q2 2026.
  • LRI Investments bought 312 Western Digital shares in Q2 2026, an estimated $152K.
  • Western Digital made up 0.1% of LRI Investments's portfolio in Q2 2026, its #110 holding.
  • LRI Investments first reported a position in Western Digital in Q1 2024 and has held it in 10 quarters since.
  • 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.