Perigon Wealth Management’s Western Digital WDC Stock Holding History

Perigon Wealth Management’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	$1.68M	Sell	6,210 -203	-3%	-$53K	0.03%	412
2025 Q4	$1.1M	Buy	6,413 +1,475	+30%	+$224K	0.02%	508
2025 Q3	$593K	Buy	4,938 +761	+18%	+$62.2K	0.01%	679
2025 Q2	$267K	Buy	+4,177	New	+$199K	0.01%	883
2025 Q1	–	Sell	-4,400	Closed	-$214K	–	1103
2024 Q4	$214K	Sell	4,400 -410	-9%	-$20.6K	0.01%	953
2024 Q3	$248K	Buy	+4,810	New	+$243K	0.01%	854
2021 Q1	–	Sell	-1,475	Closed	-$62K	–	1032
2020 Q4	$62K	Buy	+1,475	New	+$49K	0.01%	682
2018 Q2	–	Sell	-303	Closed	-$21K	–	592
2018 Q1	$21K	Hold	303	–	–	0.01%	433
2017 Q4	$18K	Hold	303	–	–	0.01%	423
2017 Q3	$20K	Hold	303	–	–	0.01%	448
2017 Q2	$20K	Hold	303	–	–	﹤0.01%	450
2017 Q1	$19K	Hold	303	–	–	﹤0.01%	472
2016 Q4	$18K	Hold	303	–	–	﹤0.01%	486
2016 Q3	$13K	Hold	303	–	–	﹤0.01%	455
2016 Q2	$11K	Buy	+303	New	+$9.98K	﹤0.01%	370

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

Perigon Wealth Management's WDC Position: Q1 2026 in Review

Perigon Wealth Management reduced its Western Digital (WDC) stake by 3.2% in Q1 2026, selling an estimated $53K and leaving 6,210 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #412.

Perigon Wealth Management first reported a position in WDC in Q2 2016 and has held it in 15 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Perigon Wealth Management held 6,210 shares of Western Digital worth $1.68M as of Q1 2026.
Perigon Wealth Management sold 203 Western Digital shares in Q1 2026, an estimated $53K.
Western Digital made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #412 holding.
Perigon Wealth Management first reported a position in Western Digital in Q2 2016 and has held it in 15 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.