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ZWJ Investment Counsel’s Western Digital WDC Stock Holding History

ZWJ Investment Counsel’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
2025
Q4 		– Sell
-3,088
Closed -$371K – 256
2025
Q3 		$371K Buy
+3,088
New +$252K 0.01% 160
2024
Q4 		– Sell
-4,085
Closed -$211K – 248
2024
Q3 		$211K Sell
4,085
-1,092
-21% -$55.2K 0.01% 217
2024
Q2 		$296K Hold
5,177
– – 0.01% 184
2024
Q1 		$267K Buy
+5,177
New +$227K 0.01% 203
2018
Q1 		– Sell
-12,784
Closed -$768K – 274
2017
Q4 		$768K Sell
12,784
-3,298
-21% -$212K 0.06% 129
2017
Q3 		$1.05M Sell
16,082
-993
-6% -$65.9K 0.08% 106
2017
Q2 		$1.14M Sell
17,075
-1,462
-8% -$97.1K 0.09% 106
2017
Q1 		$1.16M Buy
+18,537
New +$1.06M 0.09% 105

Other funds holding WDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZWJ Investment Counsel's WDC Position: Q4 2025 in Review

ZWJ Investment Counsel sold out of Western Digital (WDC) in Q4 2025, closing a stake of 3,088 shares — an estimated $371K sold.

ZWJ Investment Counsel first reported a position in WDC in Q1 2017 and held it in 8 quarters. The position peaked at $1.16M in Q1 2017. 1,170 funds tracked by Wall St. Rank hold WDC as of Q4 2025.

  • ZWJ Investment Counsel reported no remaining Western Digital position as of Q4 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 3,088 Western Digital shares in Q4 2025, an estimated $371K.
  • ZWJ Investment Counsel first reported a position in Western Digital in Q1 2017 and held it in 8 quarters.
  • ZWJ Investment Counsel's Western Digital position peaked at $1.16M in Q1 2017.
  • 1,170 funds tracked by Wall St. Rank held Western Digital as of Q4 2025.

Based on ZWJ Investment Counsel's 13F filing for Q4 2025, filed 23 Jan 2026.