Abacus Planning Group’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$685K Sell
7,118
-1,021
-13% -$104K 0.08% 119
2026
Q1
$784K Sell
8,139
-286
-3% -$30.2K 0.11% 101
2025
Q4
$958K Buy
8,425
+1,029
+14% +$113K 0.13% 84
2025
Q3
$847K Sell
7,396
-39
-0.5% -$4.59K 0.12% 93
2025
Q2
$922K Sell
7,435
-384
-5% -$39.9K 0.14% 87
2025
Q1
$772K Buy
7,819
+434
+6% +$46.6K 0.14% 88
2024
Q4
$822K Sell
7,385
-2
-0% -$210 0.14% 84
2024
Q3
$711K Buy
7,387
+642
+10% +$59.1K 0.13% 89
2024
Q2
$670K Buy
6,745
+141
+2% +$15.2K 0.13% 89
2024
Q1
$808K Hold
6,604
0.16% 82
2023
Q4
$596K Sell
6,604
-1,925
-23% -$170K 0.13% 94
2023
Q3
$691K Sell
8,529
-171
-2% -$14.6K 0.17% 86
2023
Q2
$777K Buy
8,700
+6
+0.1% +$568 0.19% 79
2023
Q1
$870K Sell
8,694
-125
-1% -$12.6K 0.22% 73
2022
Q4
$766K Sell
8,819
-2,025
-19% -$194K 0.21% 73
2022
Q3
$1.02M Buy
10,844
+454
+4% +$48.6K 0.31% 53
2022
Q2
$981K Sell
10,390
-208
-2% -$23.1K 0.29% 58
2022
Q1
$1.45M Buy
10,598
+600
+6% +$86.7K 0.39% 46
2021
Q4
$1.55M Buy
9,998
+48
+0.5% +$7.75K 0.41% 49
2021
Q3
$1.68M Sell
9,950
-225
-2% -$40.1K 0.54% 37
2021
Q2
$1.79M Sell
10,175
-1,483
-13% -$267K 0.55% 35
2021
Q1
$2.15M Buy
11,658
+221
+2% +$40.8K 0.69% 26
2020
Q4
$2.07M Buy
11,437
+38
+0.3% +$5.45K 0.64% 25
2020
Q3
$1.41M Buy
11,399
+236
+2% +$29.5K 0.52% 34
2020
Q2
$1.25M Buy
11,163
+48
+0.4% +$5.3K 0.51% 37
2020
Q1
$1.07M Sell
11,115
-240
-2% -$30.3K 0.53% 37
2019
Q4
$1.64M Sell
11,355
-2
-0% -$279 0.75% 22
2019
Q3
$1.48M Buy
11,357
+2,003
+21% +$277K 0.73% 23
2019
Q2
$1.31M Sell
9,354
-138
-1% -$18.3K 0.78% 25
2019
Q1
$1.05M Buy
9,492
+1
+0% +$112 0.66% 33
2018
Q4
$1.04M Sell
9,491
-242
-2% -$27.5K 0.79% 29
2018
Q3
$1.14M Buy
9,733
+14
+0.1% +$1.56K 0.76% 28
2018
Q2
$1.02M Buy
9,719
+1
+0% +$102 0.76% 29
2018
Q1
$976K Buy
9,718
+3,712
+62% +$394K 0.8% 27
2017
Q4
$646K Buy
+6,006
New +$619K 0.65% 40

Other funds holding DIS

Abacus Planning Group's DIS Position: Q2 2026 in Review

Abacus Planning Group reduced its Walt Disney (DIS) stake by 13% in Q2 2026, selling an estimated $104K and leaving 7,118 shares worth $685K. The position accounts for 0.08% of the portfolio, ranked #119.

Abacus Planning Group first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.15M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Abacus Planning Group held 7,118 shares of Walt Disney worth $685K as of Q2 2026.
  • Abacus Planning Group sold 1,021 Walt Disney shares in Q2 2026, an estimated $104K.
  • Walt Disney made up 0.08% of Abacus Planning Group's portfolio in Q2 2026, its #119 holding.
  • Abacus Planning Group first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
  • Abacus Planning Group's Walt Disney position peaked at $2.15M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.