AFWM
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Abich Financial Wealth Management’s Walt Disney DIS Stock Holding History

Abich Financial Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$18.8K Buy
+164
New +$19.3K 0.01% 399
2024
Q3 		$1.83K Sell
19
-85
-82% -$7.82K ﹤0.01% 347
2024
Q2 		$10.3K Buy
104
+19
+22% +$2.04K 0.01% 273
2024
Q1 		$10.4K Sell
85
-31
-27% -$3.24K 0.01% 214
2023
Q4 		$10.5K Buy
+116
New +$10.2K 0.01% 207

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Abich Financial Wealth Management's DIS Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Walt Disney (DIS) in Q3 2025: 164 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in DIS as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. 3,075 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Abich Financial Wealth Management held 164 shares of Walt Disney worth $18.8K as of Q3 2025.
  • Walt Disney was a new Abich Financial Wealth Management position in Q3 2025.
  • Walt Disney made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #399 holding.
  • Abich Financial Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • 3,075 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.