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Pines Wealth Management’s Western Digital WDC Stock Holding History

Pines 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 		$641K Sell
2,370
-693
-23% -$181K 0.21% 112
2025
Q4 		$528K Sell
3,063
-505
-14% -$76.6K 0.17% 126
2025
Q3 		$428K Sell
3,568
-330
-8% -$27K 0.14% 143
2025
Q2 		$258K Buy
+3,898
New +$186K 0.09% 191

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pines Wealth Management reduced its Western Digital (WDC) stake by 23% in Q1 2026, selling an estimated $181K and leaving 2,370 shares worth $641K. The position accounts for 0.21% of the portfolio, ranked #112.

Pines Wealth Management first reported a position in WDC in Q2 2025 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Pines Wealth Management held 2,370 shares of Western Digital worth $641K as of Q1 2026.
  • Pines Wealth Management sold 693 Western Digital shares in Q1 2026, an estimated $181K.
  • Western Digital made up 0.21% of Pines Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Pines Wealth Management first reported a position in Western Digital in Q2 2025 and has held it in 4 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.