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 Q3	$1.26M	Sell	2,763 -29	-1%	-$14.1K	0.12%	101
2026 Q2	$1.78M	Sell	2,792 -409	-13%	-$199K	0.17%	79
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 $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Pinnacle Wealth Planning Services's WDC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Digital (WDC) stake by 1% in Q3 2026, selling an estimated $14.1K and leaving 2,763 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #101.

Pinnacle Wealth Planning Services first reported a position in WDC in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.78M in Q2 2026. 1,447 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

Pinnacle Wealth Planning Services held 2,763 shares of Western Digital worth $1.26M as of Q3 2026.
Pinnacle Wealth Planning Services sold 29 Western Digital shares in Q3 2026, an estimated $14.1K.
Western Digital made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #101 holding.
Pinnacle Wealth Planning Services first reported a position in Western Digital in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Western Digital position peaked at $1.78M in Q2 2026.
1,447 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.