Athena Investment Management’s Walt Disney DIS Stock Holding History

Athena Investment 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 Q2	$482K	Sell	5,008 -858	-15%	-$87.5K	0.29%	80
2026 Q1	$565K	Buy	5,866 +155	+3%	+$16.4K	0.29%	83
2025 Q4	$650K	Hold	5,711	–	–	0.33%	73
2025 Q3	$654K	Sell	5,711 -36	-0.6%	-$4.24K	0.34%	73
2025 Q2	$713K	Sell	5,747 -44	-0.8%	-$4.57K	0.4%	64
2025 Q1	$572K	Sell	5,791 -40	-0.7%	-$4.3K	0.35%	66
2024 Q4	$649K	Hold	5,831	–	–	0.38%	65
2024 Q3	$561K	Buy	5,831 +92	+2%	+$8.46K	0.32%	71
2024 Q2	$570K	Hold	5,739	–	–	0.35%	71
2024 Q1	$702K	Hold	5,739	–	–	0.42%	60
2023 Q4	$518K	Hold	5,739	–	–	0.34%	72
2023 Q3	$465K	Hold	5,739	–	–	0.33%	69
2023 Q2	$512K	Hold	5,739	–	–	0.35%	67
2023 Q1	$575K	Buy	5,739 +275	+5%	+$27.7K	0.41%	55
2022 Q4	$475K	Sell	5,464 -188	-3%	-$18K	0.35%	66
2022 Q3	$533K	Buy	5,652 +205	+4%	+$21.9K	0.45%	55
2022 Q2	$514K	Buy	5,447 +1,856	+52%	+$206K	0.41%	55
2022 Q1	$490K	Buy	+3,591	New	+$519K	0.38%	60

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Athena Investment Management's DIS Position: Q2 2026 in Review

Athena Investment Management reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $87.5K and leaving 5,008 shares worth $482K. The position accounts for 0.29% of the portfolio, ranked #80.

Athena Investment Management first reported a position in DIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $713K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Athena Investment Management held 5,008 shares of Walt Disney worth $482K as of Q2 2026.
Athena Investment Management sold 858 Walt Disney shares in Q2 2026, an estimated $87.5K.
Walt Disney made up 0.29% of Athena Investment Management's portfolio in Q2 2026, its #80 holding.
Athena Investment Management first reported a position in Walt Disney in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Walt Disney position peaked at $713K in Q2 2025.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.