Successful Portfolios’s Western Digital WDC Stock Holding History

Successful Portfolios’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	$646K	Hold	1,118	–	–	0.3%	67
2026 Q1	$281K	Buy	1,118 +18	+2%	+$4.7K	0.16%	137
2025 Q4	$221K	Buy	+1,100	New	+$167K	0.11%	167

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

Successful Portfolios's WDC Position: Q2 2026 in Review

Successful Portfolios held its Western Digital (WDC) position steady in Q2 2026 at 1,118 shares worth $646K. The position accounts for 0.3% of the portfolio, ranked #67.

Successful Portfolios first reported a position in WDC in Q4 2025 and has held it in 3 quarters since. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Successful Portfolios held 1,118 shares of Western Digital worth $646K as of Q2 2026.
Successful Portfolios left its Western Digital share count unchanged in Q2 2026.
Western Digital made up 0.3% of Successful Portfolios's portfolio in Q2 2026, its #67 holding.
Successful Portfolios first reported a position in Western Digital in Q4 2025 and has held it in 3 quarters since.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.