SFMG Wealth Advisors’s Western Digital WDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.59M | Buy |
4,048
+9
| +0.2% | +$4.38K | 0.16% | 65 |
|
|
2026
Q1 | $1.09M | Sell |
4,039
-257
| -6% | -$67.1K | 0.07% | 108 |
|
|
2025
Q4 | $740K | Buy |
4,296
+271
| +7% | +$41.1K | 0.05% | 141 |
|
|
2025
Q3 | $483K | Buy |
4,025
+4
| +0.1% | +$327 | 0.03% | 179 |
|
|
2025
Q2 | $257K | Buy |
+4,021
| New | +$191K | 0.02% | 228 |
|
|
2025
Q1 | – | Sell |
-5,399
| Closed | -$243K | – | 296 |
|
|
2024
Q4 | $243K | Hold |
5,399
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $279K | Hold |
5,399
| – | – | 0.02% | 205 |
|
|
2024
Q2 | $309K | Sell |
5,399
-1
| -0% | -$55 | 0.03% | 193 |
|
|
2024
Q1 | $279K | Buy |
5,400
+18
| +0.3% | +$788 | 0.02% | 206 |
|
|
2023
Q4 | $213K | Buy |
+5,382
| New | +$188K | 0.02% | 231 |
|
|
2022
Q3 | – | Sell |
-6,086
| Closed | -$206K | – | 275 |
|
|
2022
Q2 | $206K | Hold |
6,086
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $228K | Sell |
6,086
-197
| -3% | -$8.09K | 0.02% | 245 |
|
|
2021
Q4 | $310K | Buy |
6,283
+794
| +14% | +$34.5K | 0.03% | 200 |
|
|
2021
Q3 | $234K | Buy |
5,489
+197
| +4% | +$9.36K | 0.03% | 220 |
|
|
2021
Q2 | $285K | Hold |
5,292
| – | – | 0.03% | 203 |
|
|
2021
Q1 | $267K | Hold |
5,292
| – | – | 0.03% | 196 |
|
|
2020
Q4 | $222K | Buy |
+5,292
| New | +$176K | 0.03% | 199 |
|
|
2020
Q1 | – | Sell |
-5,292
| Closed | -$254K | – | 184 |
|
|
2019
Q4 | $254K | Hold |
5,292
| – | – | 0.03% | 141 |
|
|
2019
Q3 | $239K | Hold |
5,292
| – | – | 0.03% | 132 |
|
|
2019
Q2 | $226K | Buy |
+5,292
| New | +$181K | 0.03% | 136 |
|
|
2018
Q3 | – | Sell |
-3,969
| Closed | -$232K | – | 160 |
|
|
2018
Q2 | $232K | Hold |
3,969
| – | – | 0.04% | 128 |
|
|
2018
Q1 | $277K | Hold |
3,969
| – | – | 0.05% | 109 |
|
|
2017
Q4 | $239K | Hold |
3,969
| – | – | 0.04% | 123 |
|
|
2017
Q3 | $259K | Hold |
3,969
| – | – | 0.05% | 104 |
|
|
2017
Q2 | $266K | Hold |
3,969
| – | – | 0.06% | 100 |
|
|
2017
Q1 | $248K | Hold |
3,969
| – | – | 0.05% | 104 |
|
|
2016
Q4 | $204K | Buy |
+3,969
| New | +$183K | 0.04% | 113 |
|
|
2015
Q2 | – | Sell |
-3,969
| Closed | -$273K | – | 169 |
|
|
2015
Q1 | $273K | Buy |
+3,969
| New | +$310K | 0.02% | 140 |
|
Other funds holding WDC
SFMG Wealth Advisors's WDC Position: Q2 2026 in Review
SFMG Wealth Advisors increased its Western Digital (WDC) stake by 0.22% in Q2 2026, buying an estimated $4.38K and bringing the position to 4,048 shares worth $2.59M. The position accounts for 0.16% of the portfolio, ranked #65.
SFMG Wealth Advisors first reported a position in WDC in Q1 2015 and has held it in 28 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.
- SFMG Wealth Advisors held 4,048 shares of Western Digital worth $2.59M as of Q2 2026.
- SFMG Wealth Advisors bought 9 Western Digital shares in Q2 2026, an estimated $4.38K.
- Western Digital made up 0.16% of SFMG Wealth Advisors's portfolio in Q2 2026, its #65 holding.
- SFMG Wealth Advisors first reported a position in Western Digital in Q1 2015 and has held it in 28 quarters since.
- 1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.
Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.