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Livermore
Livermore
ZHEN

Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

DIS holding history

Walt Disney Co in every 13F filed by Cornerstone Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
20,984
Value
$2.02M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of DIS by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,984$2.02M0.1%−28−0.1%ReducedHolders
Q1 202621,012$2.03M0.1%−332−1.6%ReducedHolders
Q4 202521,344$2.43M0.1%+972+4.8%AddedHolders
Q3 202520,372$2.33M0.1%+45+0.2%AddedHolders
Q2 202520,327$2.52M0.2%+1,075+5.6%AddedHolders
Q1 202519,252$1.90M0.1%−337−1.7%ReducedHolders
Q4 202419,589$2.18M0.1%−15−0.1%ReducedHolders
Q3 202419,604$1.89M0.1%−660−3.3%ReducedHolders
Q2 202420,264$2.01M0.2%+352+1.8%AddedHolders
Q1 202419,912$2.44M0.2%−384−1.9%ReducedHolders
Q4 202320,296$1.83M0.2%−2,084−9.3%ReducedHolders
Q3 202322,380$1.81M0.2%−4,151−15.6%ReducedHolders
Q2 202326,531$2.37M0.2%+187+0.7%AddedHolders
Q1 202326,344$2.64M0.3%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202223,534$2.22M0.2%+1,955+9.1%AddedHolders
Q2 202221,579$2.04M0.2%+484+2.3%AddedHolders
Q1 202221,095$2.89M0.3%+1,047+5.2%AddedHolders
Q4 202120,048$3.11M0.3%+1,065+5.6%AddedHolders
Q3 202118,983$3.21M0.3%+443+2.4%AddedHolders
Q2 202118,540$3.26M0.3%+928+5.3%AddedHolders
Q1 202117,612$3.25M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.