Twin Capital Management’s Western Digital WDC Stock Holding History

Twin Capital Management’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	$1.6M	Buy	+5,922	New	+$1.55M	0.21%	111
2025 Q1	–	Sell	-37,219	Closed	-$1.68M	–	323
2024 Q4	$1.68M	Sell	37,219 -8,460	-19%	-$425K	0.18%	131
2024 Q3	$2.36M	Sell	45,679 -357	-0.8%	-$18K	0.27%	103
2024 Q2	$2.64M	Buy	46,036 +6,179	+16%	+$343K	0.31%	86
2024 Q1	$2.06M	Buy	+39,857	New	+$1.75M	0.25%	113
2023 Q1	–	Sell	-8,463	Closed	-$202K	–	313
2022 Q4	$202K	Sell	8,463 -28	-0.3%	-$739	0.03%	283
2022 Q3	$209K	Sell	8,491 -109	-1%	-$3.62K	0.03%	282
2022 Q2	$291K	Sell	8,600 -33	-0.4%	-$1.32K	0.04%	276
2022 Q1	$324K	Hold	8,633	–	–	0.03%	268
2021 Q4	$425K	Sell	8,633 -582	-6%	-$25.3K	0.04%	275
2021 Q3	$393K	Buy	+9,215	New	+$438K	0.04%	287
2019 Q2	–	Sell	-45,498	Closed	-$1.65M	–	286
2019 Q1	$1.65M	Sell	45,498 -59,191	-57%	-$2.03M	0.08%	229
2018 Q4	$2.92M	Sell	104,689 -1,323	-1%	-$46.9K	0.16%	163
2018 Q3	$4.69M	Buy	106,012 +2,712	+3%	+$137K	0.22%	136
2018 Q2	$6.04M	Buy	103,300 +3,109	+3%	+$198K	0.3%	111
2018 Q1	$6.99M	Buy	+100,191	New	+$6.74M	0.36%	93
2015 Q2	–	Sell	-51,584	Closed	-$3.55M	–	268
2015 Q1	$3.55M	Buy	51,584 +5,544	+12%	+$434K	0.31%	101
2014 Q4	$3.85M	Buy	46,040 +3,148	+7%	+$238K	0.37%	85
2014 Q3	$3.15M	Sell	42,892 -2,077	-5%	-$156K	0.32%	97
2014 Q2	$3.14M	Sell	44,969 -1,482	-3%	-$99.3K	0.32%	101
2014 Q1	$3.22M	Sell	46,451 -767	-2%	-$50.1K	0.34%	89
2013 Q4	$2.99M	Buy	47,218 +22,888	+94%	+$1.28M	0.32%	103
2013 Q3	$1.17M	Buy	+24,330	New	+$1.2M	0.12%	228

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

Twin Capital Management's WDC Position: Q1 2026 in Review

Twin Capital Management opened a new position in Western Digital (WDC) in Q1 2026: 5,922 shares worth $1.6M. The stake represents 0.21% of the portfolio and ranks #111 among its holdings. This is a return to the name: Twin Capital Management previously reported a position in WDC as recently as Q4 2024.

Twin Capital Management first reported a position in WDC in Q3 2013 and has held it in 23 quarters since. The position peaked at $6.99M in Q1 2018. 1,407 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Twin Capital Management held 5,922 shares of Western Digital worth $1.6M as of Q1 2026.
Western Digital was a new Twin Capital Management position in Q1 2026.
Western Digital made up 0.21% of Twin Capital Management's portfolio in Q1 2026, its #111 holding.
Twin Capital Management first reported a position in Western Digital in Q3 2013 and has held it in 23 quarters since.
Twin Capital Management's Western Digital position peaked at $6.99M in Q1 2018.
1,407 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.