Pinnacle Wealth Planning Services’s Western Digital WDC Stock Holding History

Pinnacle Wealth Planning 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 Q1	$866K	Sell	3,201 -91	-3%	-$23.8K	0.09%	124
2025 Q4	$567K	Buy	3,292 +182	+6%	+$27.6K	0.06%	191
2025 Q3	$373K	Buy	+3,110	New	+$254K	0.04%	272
2021 Q1	–	Sell	-116	Closed	-$5K	–	1932
2020 Q4	$5K	Buy	+116	New	+$3.85K	﹤0.01%	1690

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

Pinnacle Wealth Planning Services's WDC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Digital (WDC) stake by 2.8% in Q1 2026, selling an estimated $23.8K and leaving 3,201 shares worth $866K. The position accounts for 0.09% of the portfolio, ranked #124.

Pinnacle Wealth Planning Services first reported a position in WDC in Q4 2020 and has held it in 4 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Pinnacle Wealth Planning Services held 3,201 shares of Western Digital worth $866K as of Q1 2026.
Pinnacle Wealth Planning Services sold 91 Western Digital shares in Q1 2026, an estimated $23.8K.
Western Digital made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #124 holding.
Pinnacle Wealth Planning Services first reported a position in Western Digital in Q4 2020 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.