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Western Digital shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Western Digital (WDC) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Western Digital

Tip: Access up to 7 years of quarterly data

All positions including Western Digital held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Digital by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $263k 971 270.49
2020-06-30 $242k 5.5k 44.08
2020-03-31 $228k 5.5k 41.53
2019-12-31 $342k 5.4k 63.33

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding Western Digital

Vanguard Group
BlackRock
FMR
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Geode Capital Management
Bank of America Corporation
Jane Street
Morgan Stanley
Susquehanna International
WCM Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding Western Digital