Position in WDC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$264,430
New position
Shares Held
414
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#1,464
of 1,836 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Computer Hardware
Technology · as of Jun 30, 2026Sherman Wealth Management LLC holds $555,467 across 2 Computer Hardware names. WDC ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
128 | $291,037 | |
| 2 | WDC |
Western Digital Corp
This page
|
414 | $264,430 |
All Filings in WDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,430 | 414 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||