Strategy Asset Managers’s Western Digital WDC Stock Holding History

Strategy Asset Managers’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	$795K	Buy	+2,940	New	+$767K	0.13%	111
2025 Q1	–	Sell	-8,941	Closed	-$403K	–	269
2024 Q4	$403K	Sell	8,941 -1,160	-11%	-$58.3K	0.08%	157
2024 Q3	$521K	Buy	+10,101	New	+$510K	0.1%	147
2019 Q2	–	Sell	-188	Closed	-$7K	–	199
2019 Q1	$7K	Buy	+188	New	+$6.44K	﹤0.01%	199
2018 Q4	–	Sell	-4,686	Closed	-$207K	–	133
2018 Q3	$207K	Hold	4,686	–	–	0.04%	128
2018 Q2	$274K	Buy	+4,686	New	+$298K	0.06%	118
2018 Q1	–	Sell	-4,686	Closed	-$282K	–	142
2017 Q4	$282K	Sell	4,686 -172	-4%	-$11.1K	0.06%	123
2017 Q3	$317K	Buy	4,858 +29	+0.6%	+$1.92K	0.06%	117
2017 Q2	$323K	Sell	4,829 -1,323	-22%	-$87.9K	0.07%	115
2017 Q1	$384K	Hold	6,152	–	–	0.08%	106
2016 Q4	$368K	Buy	6,152 +331	+6%	+$15.3K	0.08%	107
2016 Q3	$257K	Buy	+5,821	New	+$219K	0.06%	117

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategy Asset Managers's WDC Position: Q1 2026 in Review

Strategy Asset Managers opened a new position in Western Digital (WDC) in Q1 2026: 2,940 shares worth $795K. The stake represents 0.13% of the portfolio and ranks #111 among its holdings. This is a return to the name: Strategy Asset Managers previously reported a position in WDC as recently as Q4 2024.

Strategy Asset Managers first reported a position in WDC in Q3 2016 and has held it in 12 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Strategy Asset Managers held 2,940 shares of Western Digital worth $795K as of Q1 2026.
Western Digital was a new Strategy Asset Managers position in Q1 2026.
Western Digital made up 0.13% of Strategy Asset Managers's portfolio in Q1 2026, its #111 holding.
Strategy Asset Managers first reported a position in Western Digital in Q3 2016 and has held it in 12 quarters since.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.