LVW Advisors »

Western Digital shares owned by LVW Advisors

Quarter-by-quarter ownership of Western Digital (WDC) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Western Digital

Tip: Access up to 7 years of quarterly data

All positions including Western Digital held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Digital by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.4M 7.5k 454.46
2026-06-30 $6.6M 10k 638.72
2026-03-31 $2.6M 9.6k 270.49

More positions owned by LVW Advisors

Spdr Series Trust St Str P500etf (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group International SHS (CGIE)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Microsoft Corporation (MSFT)
Ab Active Etfs Tax Aw Inter Etf (TAFM)

View all positions for LVW Advisors

Top funds holding Western Digital

BlackRock
FMR
Vanguard Capital Management
Jpmorgan Chase & Co
State Street Corporation
Invesco
Vanguard Portfolio Management
Jane Street
Susquehanna International
Citadel Advisors
Geode Capital Management
Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Ubs Global Asset Management Americas

View all funds holding Western Digital