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Western Digital shares owned by Sherman Wealth Management

Quarter-by-quarter ownership of Western Digital (WDC) shares owned by Sherman Wealth Management from 13F filings

Historical chart of Sherman Wealth Management investment in Western Digital

Tip: Access up to 7 years of quarterly data

All positions including Western Digital held by Sherman Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Digital by Sherman Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $265k 414 639.15

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr Msci Usa Min Etf (USMV)
Proshares Tr Ultrapro Qqq (TQQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ea Series Trust Alpha Arch 1-3 (BOXX)

View all positions for Sherman Wealth Management

Top funds holding Western Digital

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

View all funds holding Western Digital