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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
-384
Closed -$1.61M – 798
2020
Q4 		$1.61M Buy
384
+3
+0.8% +$100 0.14% 175
2020
Q3 		$1.05M Hold
381
– – 0.11% 153
2020
Q2 		$1.27M Buy
381
+291
+323% +$9.43K 0.16% 130
2020
Q1 		$283K Sell
90
-50
-36% -$2.21K 0.05% 217
2019
Q4 		$673K Buy
+140
New +$5.84K 0.05% 254
2017
Q4 		– Sell
-79
Closed -$518K – 263
2017
Q3 		$518K Buy
+79
New +$5.24K 0.09% 103
2013
Q4 		– Sell
-69
Closed -$1K – 598
2013
Q3 		$1K Buy
+69
New +$3.41K ﹤0.01% 385

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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.