Position in WDC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,143,947
+$659,500 QoQ
Shares Held
1,791
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#959
of 1,836 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $2,412,688 across 2 Computer Hardware names. WDC ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
558 | $1,268,741 | |
| 2 | WDC |
Western Digital Corp
This page
|
1,791 | $1,143,947 |
All Filings in WDC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,947 | 1,791 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $484,447 | 1,791 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $336,443 | 1,953 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $234,357 | 1,952 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||