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Axiom Advisory’s Walt Disney DIS Stock Holding History

Axiom Advisory’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
2024
Q3 		$3.68M Buy
40,017
+966
+2% +$88.9K 0.03% 71
2024
Q2 		$4.2M Buy
+39,051
New +$4.2M 0.05% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axiom Advisory's DIS Position: Q3 2024 in Review

Axiom Advisory increased its Walt Disney (DIS) stake by 2.5% in Q3 2024, buying an estimated $88.9K and bringing the position to 40,017 shares worth $3.68M. The position accounts for 0.03% of the portfolio, ranked #71.

Axiom Advisory first reported a position in DIS in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.2M in Q2 2024. 2,930 funds tracked by Wall St. Rank hold DIS as of Q3 2024.

  • Axiom Advisory held 40,017 shares of Walt Disney worth $3.68M as of Q3 2024.
  • Axiom Advisory bought 966 Walt Disney shares in Q3 2024, an estimated $88.9K.
  • Walt Disney made up 0.03% of Axiom Advisory's portfolio in Q3 2024, its #71 holding.
  • Axiom Advisory first reported a position in Walt Disney in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Walt Disney position peaked at $4.2M in Q2 2024.
  • 2,930 funds tracked by Wall St. Rank held Walt Disney as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.