PATTON FUND MANAGEMENT, INC. WDC — WESTERN DIGITAL CORP.

Ownership history in PATTON FUND MANAGEMENT, INC.  ·  7 quarters on record

AI Ownership Summary

PATTON FUND MANAGEMENT, INC. reported WESTERN DIGITAL CORP. (WDC) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.4% in 2024 Q2. The latest visible filing shows WDC at 0.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATTON FUND MANAGEMENT, INC.'s position in WESTERN DIGITAL CORP., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

WDC was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WDC stock page PATTON FUND MANAGEMENT, INC. fund profile PATTON FUND MANAGEMENT, INC. full holdings
How PATTON FUND MANAGEMENT, INC. held WDC — position size vs. price
% of Fund (quarterly)    WDC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,190 -3,763 -34.4% 0.99% $4.6M 2026-07-13 $555.55
2026 Q1 REDUCED 63.3% +141.1% ❌ 10,953 -18,875 -63.3% 0.50% $3.0M 2026-04-22 $389.00
2025 Q4 ADDED — — — 29,828 +26,998 +954.0% 0.69% $5.1M 2026-01-23 $236.22
2025 Q3 REDUCED 96.6% +49.8% ❌ 2,830 -80,223 -96.6% 0.06% $340K 2025-10-14 $112.96
2024 Q3 REDUCED 5.3% -12.7% ✅ 83,053 -4,616 -5.3% 1.17% $5.7M 2024-10-16 $51.01
2024 Q2 REDUCED 12.4% -9.9% ✅ 87,669 -12,405 -12.4% 1.40% $6.6M 2024-07-16 $57.98
2024 Q1 INITIATED — — — 100,074 — — 1.24% $6.8M 2024-05-08 $54.20

🏢 Other funds also holding WDC

As of 2026 Q2 — sorted by position size

CHAPIN DAVIS, INC. 3Y 4.96% UNICOM Systems, Inc. 4.23% St. Louis Financial Planners Asset Management, LLC 3Y 3.5% ARS Investment Partners, LLC 3Y 7Y 3.42% Park Capital Management, LLC / WI 1.85% Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 3Y 7Y 1.34% Cache Advisors, LLC 1.26% National Wealth Management Group, LLC 3Y 0.98% Cardano Risk Management B.V. 3Y 7Y 0.92% Credit Capital Investments LLC 3Y 7Y 0.68%

FAQ About PATTON FUND MANAGEMENT, INC. and WDC

These are the practical questions this page is built to answer before you even open the full history table.

How long has PATTON FUND MANAGEMENT, INC. reported owning WDC?

PATTON FUND MANAGEMENT, INC. reported WDC across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WDC position in PATTON FUND MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for WDC was 1.40% in 2024 Q2.

What is the latest reported WDC position on this page?

The most recent filing on this page is 2026 Q2, when PATTON FUND MANAGEMENT, INC. reported 7,190 shares, equal to 0.99% of portfolio, with an estimated market value of $4.6M.

What does the chart on this WDC ownership page compare?

The chart compares PATTON FUND MANAGEMENT, INC.'s quarterly WDC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PATTON FUND MANAGEMENT, INC. time their WDC position?

Based on 13F filing dates vs. subsequent WDC price moves, PATTON FUND MANAGEMENT, INC. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on WDC relative to SPY over the holding period was +193.3%.

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