RBFC
WDC icon

Roman Butler Fullerton & Co’s Western Digital WDC Stock Holding History

Roman Butler Fullerton & Co’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 		$253K Buy
+455
New +$221K 0.06% 252
2026
Q1 		– Sell
-2,206
Closed -$537K – 288
2025
Q4 		$537K Buy
+2,206
New +$334K 0.14% 163

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 $3.38T AUM 44.17% 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

Roman Butler Fullerton & Co's WDC Position: Q2 2026 in Review

Roman Butler Fullerton & Co opened a new position in Western Digital (WDC) in Q2 2026: 455 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #252 among its holdings. This is a return to the name: Roman Butler Fullerton & Co previously reported a position in WDC as recently as Q4 2025.

Roman Butler Fullerton & Co first reported a position in WDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $537K in Q4 2025. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Roman Butler Fullerton & Co held 455 shares of Western Digital worth $253K as of Q2 2026.
  • Western Digital was a new Roman Butler Fullerton & Co position in Q2 2026.
  • Western Digital made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #252 holding.
  • Roman Butler Fullerton & Co first reported a position in Western Digital in Q4 2025 and has held it in 2 quarters since.
  • Roman Butler Fullerton & Co's Western Digital position peaked at $537K in Q4 2025.
  • 1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.