AMBIA
DIS icon

Allen Mooney & Barnes Investment Advisors’s Walt Disney DIS Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q4 		– Sell
-2,964
Closed -$339K – 164
2025
Q3 		$339K Sell
2,964
-47,685
-94% -$5.62M 0.05% 123
2025
Q2 		$6.28M Sell
50,649
-94
-0.2% -$9.77K 1.03% 36
2025
Q1 		$5.01M Buy
50,743
+484
+1% +$52K 0.81% 40
2024
Q4 		$5.6M Sell
50,259
-367
-0.7% -$38.6K 0.94% 37
2024
Q3 		$4.87M Sell
50,626
-2,209
-4% -$203K 0.83% 39
2024
Q2 		$5.25M Buy
52,835
+1,051
+2% +$113K 0.94% 36
2024
Q1 		$6.07M Sell
51,784
-378
-0.7% -$39.5K 1.16% 32
2023
Q4 		$4.71M Sell
52,162
-1,228
-2% -$108K 0.9% 35
2023
Q3 		$4.33M Buy
53,390
+2,399
+5% +$205K 0.92% 33
2023
Q2 		$4.55M Sell
50,991
-621
-1% -$58.8K 1.01% 33
2023
Q1 		$5.17M Buy
51,612
+845
+2% +$85.2K 1.24% 31
2022
Q4 		$4.41M Sell
50,767
-1,734
-3% -$166K 1.06% 34
2022
Q3 		$4.95M Buy
52,501
+766
+1% +$82K 1.32% 30
2022
Q2 		$4.88M Buy
51,735
+3,102
+6% +$344K 1.25% 33
2022
Q1 		$6.67M Buy
+48,633
New +$7.03M 1.48% 29

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's DIS Position: Q4 2025 in Review

Allen Mooney & Barnes Investment Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,964 shares — an estimated $339K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in DIS in Q1 2022 and held it in 15 quarters. The position peaked at $6.67M in Q1 2022. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 2,964 Walt Disney shares in Q4 2025, an estimated $339K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Walt Disney in Q1 2022 and held it in 15 quarters.
  • Allen Mooney & Barnes Investment Advisors's Walt Disney position peaked at $6.67M in Q1 2022.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.