Shulman DeMeo Asset Management’s Western Digital WDC Stock Holding History

Shulman DeMeo Asset Management’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	$3.27M	Sell	5,123 -20	-0.4%	-$9.72K	0.61%	14
2026 Q1	$1.39M	Sell	5,143 -49	-0.9%	-$12.8K	0.3%	28
2025 Q4	$895K	Sell	5,192 -26	-0.5%	-$3.94K	0.2%	37
2025 Q3	$626K	Sell	5,218 -55	-1%	-$4.5K	0.14%	51
2025 Q2	$337K	Sell	5,273 -214	-4%	-$10.2K	0.08%	86
2025 Q1	$222K	Sell	5,487 -1,813	-25%	-$86K	0.06%	103
2024 Q4	$329K	Hold	7,300	–	–	0.09%	85
2024 Q3	$377K	Sell	7,300 -256	-3%	-$12.9K	0.09%	86
2024 Q2	$433K	Sell	7,556 -1,092	-13%	-$60.6K	0.11%	76
2024 Q1	$446K	Sell	8,648 -130	-1%	-$5.69K	0.12%	78
2023 Q4	$347K	Hold	8,778	–	–	0.1%	91
2023 Q3	$303K	Sell	8,778 -191	-2%	-$6.03K	0.1%	90
2023 Q2	$257K	Hold	8,969	–	–	0.08%	105
2023 Q1	$255K	Sell	8,969 -17	-0.2%	-$499	0.08%	107
2022 Q4	$214K	Sell	8,986 -2,353	-21%	-$62.1K	0.07%	117
2022 Q3	$279K	Sell	11,339 -180	-2%	-$5.97K	0.1%	101
2022 Q2	$390K	Sell	11,519 -437	-4%	-$17.6K	0.13%	82
2022 Q1	$449K	Sell	11,956 -3	-0%	-$123	0.12%	80
2021 Q4	$589K	Sell	11,959 -2	-0%	-$87	0.15%	60
2021 Q3	$510K	Buy	+11,961	New	+$568K	0.44%	42
2021 Q2	–	Sell	-11,964	Closed	-$604K	–	143
2021 Q1	$604K	Buy	11,964 +1,310	+12%	+$61.3K	0.16%	62
2020 Q4	$446K	Sell	10,654 -307	-3%	-$10.2K	0.13%	79
2020 Q3	$303K	Sell	10,961 -275	-2%	-$8.17K	0.1%	85
2020 Q2	$375K	Buy	11,236 +2,648	+31%	+$85.8K	0.15%	72
2020 Q1	$270K	Sell	8,588 -91	-1%	-$4.03K	0.13%	72
2019 Q4	$416K	Sell	8,679 -749	-8%	-$31.2K	0.14%	74
2019 Q3	$425K	Buy	9,428 +936	+11%	+$40K	0.14%	73
2019 Q2	$305K	Buy	8,492 +26	+0.3%	+$891	0.11%	91
2019 Q1	$308K	Buy	+8,466	New	+$290K	0.12%	84

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shulman DeMeo Asset Management's WDC Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Western Digital (WDC) stake by 0.39% in Q2 2026, selling an estimated $9.72K and leaving 5,123 shares worth $3.27M. The position accounts for 0.61% of the portfolio, ranked #14.

Shulman DeMeo Asset Management first reported a position in WDC in Q1 2019 and has held it in 29 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Shulman DeMeo Asset Management held 5,123 shares of Western Digital worth $3.27M as of Q2 2026.
Shulman DeMeo Asset Management sold 20 Western Digital shares in Q2 2026, an estimated $9.72K.
Western Digital made up 0.61% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #14 holding.
Shulman DeMeo Asset Management first reported a position in Western Digital in Q1 2019 and has held it in 29 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.