LFS
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Lutz Financial Services’s Western Digital WDC Stock Holding History

Lutz Financial Services’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 		$244K Buy
+382
New +$186K 0.01% 102

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

Lutz Financial Services's WDC Position: Q2 2026 in Review

Lutz Financial Services opened a new position in Western Digital (WDC) in Q2 2026: 382 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #102 among its holdings.

1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Lutz Financial Services held 382 shares of Western Digital worth $244K as of Q2 2026.
  • Western Digital was a new Lutz Financial Services position in Q2 2026.
  • Western Digital made up 0.01% of Lutz Financial Services's portfolio in Q2 2026, its #102 holding.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.