Sherman Porfolios’s Western Digital WDC Stock Holding History

Sherman Porfolios’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	–	Sell	-14,917	Closed	-$2.57M	–	173
2025 Q4	$2.57M	Buy	14,917 +2,632	+21%	+$399K	0.18%	91
2025 Q3	$1.47M	Buy	+12,285	New	+$1M	0.53%	17

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios's WDC Position: Q1 2026 in Review

Sherman Porfolios sold out of Western Digital (WDC) in Q1 2026, closing a stake of 14,917 shares — an estimated $2.57M sold.

Sherman Porfolios first reported a position in WDC in Q3 2025 and held it in 2 quarters. The position peaked at $2.57M in Q4 2025. 1,421 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Sherman Porfolios reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
Sherman Porfolios sold 14,917 Western Digital shares in Q1 2026, an estimated $2.57M.
Sherman Porfolios first reported a position in Western Digital in Q3 2025 and held it in 2 quarters.
Sherman Porfolios's Western Digital position peaked at $2.57M in Q4 2025.
1,421 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Sherman Porfolios's 13F filing for Q1 2026, filed 13 May 2026.