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Sunbelt Securities’s Western Digital WDC Stock Holding History

Sunbelt Securities’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 		$75.2K Buy
278
+223
+405% +$58.2K ﹤0.01% 924
2025
Q4 		$9.47K Hold
55
– – ﹤0.01% 1455
2025
Q3 		$6.6K Buy
55
+18
+49% +$1.47K ﹤0.01% 1553
2025
Q2 		$2.21K Buy
37
+9
+32% +$428 ﹤0.01% 1581
2025
Q1 		$1.13K Sell
28
-21
-43% -$996 ﹤0.01% 1637
2024
Q4 		$2.21K Buy
49
+37
+308% +$1.86K ﹤0.01% 1584
2024
Q3 		$615 Sell
12
-582
-98% -$29.4K ﹤0.01% 1727
2024
Q2 		$34K Sell
594
-103
-15% -$5.71K ﹤0.01% 999
2024
Q1 		$36K Buy
+697
New +$30.5K ﹤0.01% 948
2023
Q3 		– Sell
-6,397
Closed -$183K – 1828
2023
Q2 		$183K Sell
6,397
-330
-5% -$9.18K 0.03% 482
2023
Q1 		$190K Buy
+6,727
New +$197K 0.03% 449
2022
Q3 		– Sell
-7,032
Closed -$238K – 456
2022
Q2 		$238K Hold
7,032
– – 0.05% 375
2022
Q1 		$269K Sell
7,032
-304
-4% -$12.5K 0.05% 382
2021
Q4 		$290K Sell
7,336
-106
-1% -$4.61K 0.05% 375
2021
Q3 		$361K Hold
7,442
– – 0.06% 308
2021
Q2 		$361K Buy
7,442
+199
+3% +$10.8K 0.07% 308
2021
Q1 		$365K Hold
7,243
– – 0.07% 296
2020
Q4 		$303K Sell
7,243
-133
-2% -$4.42K 0.06% 304
2020
Q3 		$204K Buy
+7,376
New +$219K 0.06% 306
2016
Q3 		– Sell
-8,896
Closed -$318K – 112
2016
Q2 		$318K Sell
8,896
-100
-1% -$3.29K 0.42% 56
2016
Q1 		$321K Buy
+8,996
New +$322K 0.47% 51

Other funds holding WDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's WDC Position: Q1 2026 in Review

Sunbelt Securities increased its Western Digital (WDC) stake by 405% in Q1 2026, buying an estimated $58.2K and bringing the position to 278 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Sunbelt Securities first reported a position in WDC in Q1 2016 and has held it in 21 quarters since. The position peaked at $365K in Q1 2021. 1,419 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Sunbelt Securities held 278 shares of Western Digital worth $75.2K as of Q1 2026.
  • Sunbelt Securities bought 223 Western Digital shares in Q1 2026, an estimated $58.2K.
  • Western Digital made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #924 holding.
  • Sunbelt Securities first reported a position in Western Digital in Q1 2016 and has held it in 21 quarters since.
  • Sunbelt Securities's Western Digital position peaked at $365K in Q1 2021.
  • 1,419 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.