Position in DIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$334,950
-$837 QoQ
Shares Held
3,480
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,168
of 2,924 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $493,468 across 9 Entertainment names. DIS ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DIS |
Walt Disney Co
This page
|
3,480 | $334,950 | |
| 2 | WBD |
Warner Bros. Discovery, Inc.
|
3,104 | $82,752 | |
| 3 | NFLX |
Netflix Inc
|
509 | $36,342 | |
| 4 | SIRI |
Sirius Xm Holdings Inc.
|
524 | $15,478 | |
| 5 | SPHR |
Sphere Entertainment Co.
|
70 | $12,112 | |
| 6 | PSKY |
Paramount Skydance Corp
|
696 | $6,862 | |
| 7 | TKO |
TKO Group Holdings, Inc.
|
11 | $2,214 | |
| 8 | BATRA |
Atlanta Braves Holdings, Inc.
|
33 | $1,858 |
All Filings in DIS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,950 | 3,480 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $335,787 | 3,484 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $399,901 | 3,515 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $415,291 | 3,627 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $442,467 | 3,568 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $354,234 | 3,589 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $399,189 | 3,585 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $263,079 | 2,735 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $211,884 | 2,134 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $263,563 | 2,154 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $227,669 | 2,809 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $257,215 | 2,881 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $289,475 | 2,891 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $244,914 | 2,819 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||