Apollon Wealth Management
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Apollon Wealth Management’s Walt Disney DIS Stock Holding History

Apollon 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
2026
Q3 		$6.82M Buy
65,024
+6,492
+11% +$665K 0.08% 208
2026
Q2 		$5.63M Buy
58,532
+4,043
+7% +$412K 0.07% 247
2026
Q1 		$5.25M Sell
54,489
-2,266
-4% -$239K 0.09% 211
2025
Q4 		$6.46M Sell
56,755
-2,793
-5% -$308K 0.11% 166
2025
Q3 		$6.82M Buy
59,548
+393
+0.7% +$46.3K 0.12% 157
2025
Q2 		$7.34M Sell
59,155
-3,167
-5% -$329K 0.14% 132
2025
Q1 		$6.15M Buy
62,322
+6,549
+12% +$704K 0.14% 144
2024
Q4 		$6.21M Buy
55,773
+6,956
+14% +$731K 0.14% 125
2024
Q3 		$4.7M Sell
48,817
-1,749
-3% -$161K 0.13% 136
2024
Q2 		$5.02M Sell
50,566
-250
-0.5% -$26.9K 0.15% 121
2024
Q1 		$6.22M Sell
50,816
-2,211
-4% -$231K 0.2% 96
2023
Q4 		$4.79M Buy
53,027
+21,161
+66% +$1.87M 0.17% 112
2023
Q3 		$2.58M Sell
31,866
-3,896
-11% -$333K 0.13% 147
2023
Q2 		$3.19M Buy
35,762
+2,780
+8% +$263K 0.15% 137
2023
Q1 		$3.3M Sell
32,982
-1,798
-5% -$181K 0.2% 106
2022
Q4 		$3.02M Sell
34,780
-1,801
-5% -$172K 0.21% 102
2022
Q3 		$3.45M Buy
36,581
+1,086
+3% +$116K 0.28% 70
2022
Q2 		$3.35M Sell
35,495
-12,414
-26% -$1.38M 0.28% 76
2022
Q1 		$6.57M Sell
47,909
-1,503
-3% -$217K 0.47% 37
2021
Q4 		$7.65M Buy
49,412
+15,628
+46% +$2.52M 0.57% 30
2021
Q3 		$5.72M Buy
33,784
+6,010
+22% +$1.07M 0.78% 23
2021
Q2 		$4.88M Sell
27,774
-717
-3% -$129K 0.87% 18
2021
Q1 		$5.26M Sell
28,491
-21,720
-43% -$4.01M 1.02% 17
2020
Q4 		$9.1M Buy
50,211
+39,636
+375% +$5.69M 2.47% 8
2020
Q3 		$1.31M Buy
10,575
+1,956
+23% +$244K 0.59% 35
2020
Q2 		$961K Buy
8,619
+2,934
+52% +$324K 0.53% 33
2020
Q1 		$549K Buy
5,685
+168
+3% +$21.2K 0.56% 35
2019
Q4 		$794K Buy
5,517
+371
+7% +$51.8K 0.7% 29
2019
Q3 		$671K Buy
5,146
+3,461
+205% +$479K 0.7% 28
2019
Q2 		$235K Buy
+1,685
New +$223K 0.27% 45

Other funds holding DIS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Apollon Wealth Management's DIS Position: Q3 2026 in Review

Apollon Wealth Management increased its Walt Disney (DIS) stake by 11% in Q3 2026, buying an estimated $665K and bringing the position to 65,024 shares worth $6.82M. The position accounts for 0.08% of the portfolio, ranked #208.

Apollon Wealth Management first reported a position in DIS in Q2 2019 and has held it in 30 quarters since. The position peaked at $9.1M in Q4 2020. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Apollon Wealth Management held 65,024 shares of Walt Disney worth $6.82M as of Q3 2026.
  • Apollon Wealth Management bought 6,492 Walt Disney shares in Q3 2026, an estimated $665K.
  • Walt Disney made up 0.08% of Apollon Wealth Management's portfolio in Q3 2026, its #208 holding.
  • Apollon Wealth Management first reported a position in Walt Disney in Q2 2019 and has held it in 30 quarters since.
  • Apollon Wealth Management's Walt Disney position peaked at $9.1M in Q4 2020.
  • 2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.