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Williamson Legacy Group’s Western Digital WDC Stock Holding History

Williamson Legacy 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
2026
Q2 		$9.37M Sell
14,671
-5,277
-26% -$2.57M 4.65% 2
2026
Q1 		$5.4M Buy
19,948
+277
+1% +$72.3K 4.05% 4
2025
Q4 		$3.39M Buy
+19,671
New +$2.98M 2.65% 4
2024
Q3 		– Sell
-17,155
Closed -$983K – 132
2024
Q2 		$983K Buy
+17,155
New +$952K 0.73% 37

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williamson Legacy Group's WDC Position: Q2 2026 in Review

Williamson Legacy Group reduced its Western Digital (WDC) stake by 26% in Q2 2026, selling an estimated $2.57M and leaving 14,671 shares worth $9.37M. The position accounts for 4.65% of the portfolio, ranked #2.

Williamson Legacy Group first reported a position in WDC in Q2 2024 and has held it in 4 quarters since. 1,837 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

  • Williamson Legacy Group held 14,671 shares of Western Digital worth $9.37M as of Q2 2026.
  • Williamson Legacy Group sold 5,277 Western Digital shares in Q2 2026, an estimated $2.57M.
  • Western Digital made up 4.65% of Williamson Legacy Group's portfolio in Q2 2026, its #2 holding.
  • Williamson Legacy Group first reported a position in Western Digital in Q2 2024 and has held it in 4 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.