TOBAM’s Western Digital WDC Stock Holding History

TOBAM’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	$802K	Buy	1,255 +862	+219%	+$419K	0.19%	112
2026 Q1	$106K	Sell	393 -6,815	-95%	-$1.78M	0.03%	196
2025 Q4	$1.24M	Buy	7,208 +6,616	+1,118%	+$1M	0.31%	83
2025 Q3	$71K	Hold	592	–	–	0.03%	145
2025 Q2	$38K	Buy	+592	New	+$28.2K	0.01%	188
2024 Q4	–	Sell	-2,355	Closed	-$122K	–	341
2024 Q3	$122K	Buy	2,355 +773	+49%	+$39.1K	0.02%	219
2024 Q2	$91K	Sell	1,582 -1,538	-49%	-$85.3K	0.01%	252
2024 Q1	$161K	Buy	3,120 +1,583	+103%	+$69.3K	0.01%	263
2023 Q4	$61K	Buy	+1,537	New	+$53.8K	0.01%	320
2022 Q4	–	Sell	-1,159	Closed	-$29K	–	445
2022 Q3	$29K	Hold	1,159	–	–	﹤0.01%	409
2022 Q2	$39K	Hold	1,159	–	–	﹤0.01%	395
2022 Q1	$43K	Buy	+1,159	New	+$47.6K	﹤0.01%	397
2021 Q2	–	Sell	-970	Closed	-$49K	–	447
2021 Q1	$49K	Hold	970	–	–	﹤0.01%	337
2020 Q4	$41K	Buy	+970	New	+$32.2K	﹤0.01%	359
2014 Q3	–	Sell	-5,432	Closed	-$379K	–	141
2014 Q2	$379K	Buy	+5,432	New	+$364K	0.02%	115

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

TOBAM's WDC Position: Q2 2026 in Review

TOBAM increased its Western Digital (WDC) stake by 219% in Q2 2026, buying an estimated $419K and bringing the position to 1,255 shares worth $802K. The position accounts for 0.19% of the portfolio, ranked #112.

TOBAM first reported a position in WDC in Q2 2014 and has held it in 15 quarters since. The position peaked at $1.24M in Q4 2025. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

TOBAM held 1,255 shares of Western Digital worth $802K as of Q2 2026.
TOBAM bought 862 Western Digital shares in Q2 2026, an estimated $419K.
Western Digital made up 0.19% of TOBAM's portfolio in Q2 2026, its #112 holding.
TOBAM first reported a position in Western Digital in Q2 2014 and has held it in 15 quarters since.
TOBAM's Western Digital position peaked at $1.24M in Q4 2025.
1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.