Summit Securities Group’s Western Digital WDC Stock Holding History

Summit Securities Group’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
2021 Q1	–	Sell	-99	Closed	-$415K	–	796
2020 Q4	$415K	Hold	99	–	–	0.04%	393
2020 Q3	$274K	Buy	+99	New	+$2.94K	0.03%	290
2020 Q1	–	Sell	-873	Closed	-$4.19M	–	492
2019 Q4	$4.19M	Buy	873 +79	+10%	+$3.3K	0.32%	73
2019 Q3	$3.58M	Hold	794	–	–	0.32%	55
2019 Q2	$2.85M	Buy	+794	New	+$27.2K	0.33%	65
2017 Q3	–	Sell	-34	Closed	-$230K	–	313
2017 Q2	$230K	Buy	+34	New	+$2.26K	0.04%	181

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

Summit Securities Group's WDC Position: Q1 2026 in Review

Summit Securities Group sold out of Western Digital (WDC) in Q1 2026, closing a stake of 1,028 shares — an estimated $177K sold.

Summit Securities Group first reported a position in WDC in Q2 2013 and held it in 28 quarters. The position peaked at $33.3M in Q4 2019. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Summit Securities Group reported no remaining Western Digital position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 1,028 Western Digital shares in Q1 2026, an estimated $177K.
Summit Securities Group first reported a position in Western Digital in Q2 2013 and held it in 28 quarters.
Summit Securities Group's Western Digital position peaked at $33.3M in Q4 2019.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.