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AMJ Financial Wealth Management’s Walt Disney DIS Stock Holding History

AMJ 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
Q4 		– Sell
-3,095
Closed -$354K – 91
2025
Q3 		$354K Sell
3,095
-92
-3% -$10.8K 0.08% 75
2025
Q2 		$395K Buy
+3,187
New +$331K 0.1% 69
2022
Q2 		– Sell
-1,791
Closed -$246K – 61
2022
Q1 		$246K Sell
1,791
-65
-4% -$9.4K 0.1% 74
2021
Q4 		$287K Buy
+1,856
New +$300K 0.1% 79
2020
Q1 		– Sell
-27,597
Closed -$3.99M – 37
2019
Q4 		$3.99M Buy
+27,597
New +$3.85M 2.81% 13

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AMJ Financial Wealth Management's DIS Position: Q4 2025 in Review

AMJ Financial Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 3,095 shares — an estimated $354K sold.

AMJ Financial Wealth Management first reported a position in DIS in Q4 2019 and held it in 5 quarters. The position peaked at $3.99M in Q4 2019. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • AMJ Financial Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 3,095 Walt Disney shares in Q4 2025, an estimated $354K.
  • AMJ Financial Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Walt Disney position peaked at $3.99M in Q4 2019.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.