Sowell Financial Services’s Western Digital WDC Stock Holding History

Sowell Financial 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 Q2	$1.43M	Buy	2,234 +1,164	+109%	+$566K	0.05%	384
2026 Q1	$290K	Buy	+1,070	New	+$279K	0.01%	843
2022 Q3	–	Sell	-15,847	Closed	-$537K	–	457
2022 Q2	$537K	Buy	+15,847	New	+$636K	0.05%	220
2021 Q2	–	Sell	-4,515	Closed	-$238K	–	2718
2021 Q1	$238K	Buy	4,515 +4,264	+1,699%	+$199K	0.01%	956
2020 Q4	$11K	Buy	251 +177	+239%	+$5.88K	﹤0.01%	1980
2020 Q3	$2K	Sell	74 -1	-1%	-$30	﹤0.01%	2283
2020 Q2	$3K	Sell	75 -55	-42%	-$1.78K	﹤0.01%	2083
2020 Q1	$4K	Sell	130 -852	-87%	-$37.7K	﹤0.01%	1932
2019 Q4	$47K	Sell	982 -177	-15%	-$7.38K	﹤0.01%	1171
2019 Q3	$52K	Buy	+1,159	New	+$49.5K	﹤0.01%	986
2017 Q3	–	Sell	-3,718	Closed	-$229K	–	286
2017 Q2	$229K	Sell	3,718 -22,995	-86%	-$1.53M	0.07%	222
2017 Q1	$1.81M	Sell	26,713 -13,288	-33%	-$763K	0.53%	52
2016 Q4	$2.31M	Buy	+40,001	New	+$1.84M	0.77%	37

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 $3.38T AUM 44.17% 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

Sowell Financial Services's WDC Position: Q2 2026 in Review

Sowell Financial Services increased its Western Digital (WDC) stake by 109% in Q2 2026, buying an estimated $566K and bringing the position to 2,234 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #384.

Sowell Financial Services first reported a position in WDC in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.31M in Q4 2016. 1,851 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Sowell Financial Services held 2,234 shares of Western Digital worth $1.43M as of Q2 2026.
Sowell Financial Services bought 1,164 Western Digital shares in Q2 2026, an estimated $566K.
Western Digital made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #384 holding.
Sowell Financial Services first reported a position in Western Digital in Q4 2016 and has held it in 13 quarters since.
Sowell Financial Services's Western Digital position peaked at $2.31M in Q4 2016.
1,851 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.