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AXS Investments’s Walt Disney DIS Stock Holding History

AXS Investments’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
Q2 		– Sell
-11,613
Closed -$1.15M – 169
2025
Q1 		$1.15M Sell
11,613
-120
-1% -$12.9K 0.32% 153
2024
Q4 		$1.31M Sell
11,733
-2,714
-19% -$285K 0.36% 126
2024
Q3 		$1.39M Buy
14,447
+2,821
+24% +$260K 0.37% 121
2024
Q2 		$1.15M Buy
11,626
+562
+5% +$60.5K 0.32% 144
2024
Q1 		$1.35M Sell
11,064
-2,414
-18% -$252K 0.32% 106
2023
Q4 		$1.22M Sell
13,478
-1,411
-9% -$124K 0.29% 141
2023
Q3 		$1.21M Buy
14,889
+14,266
+2,290% +$1.22M 0.31% 106
2023
Q2 		$55.6K Sell
623
-11,581
-95% -$1.1M 0.01% 341
2023
Q1 		$1.22M Sell
12,204
-76
-0.6% -$7.66K 0.4% 77
2022
Q4 		$1.07M Buy
12,280
+2,367
+24% +$226K 0.38% 100
2022
Q3 		$935K Buy
9,913
+5
+0.1% +$535 0.36% 96
2022
Q2 		$935K Buy
9,908
+7,755
+360% +$861K 0.33% 115
2022
Q1 		$295K Sell
2,153
-608
-22% -$87.9K 0.12% 112
2021
Q4 		$428K Buy
2,761
+484
+21% +$78.2K 0.1% 120
2021
Q3 		$385K Sell
2,277
-804
-26% -$143K 0.14% 70
2021
Q2 		$542K Buy
3,081
+564
+22% +$101K 0.17% 113
2021
Q1 		$464K Buy
+2,517
New +$464K 0.16% 109

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AXS Investments's DIS Position: Q2 2025 in Review

AXS Investments sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 11,613 shares — an estimated $1.15M sold.

AXS Investments first reported a position in DIS in Q1 2021 and held it in 17 quarters. The position peaked at $1.39M in Q3 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • AXS Investments reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
  • AXS Investments sold 11,613 Walt Disney shares in Q2 2025, an estimated $1.15M.
  • AXS Investments first reported a position in Walt Disney in Q1 2021 and held it in 17 quarters.
  • AXS Investments's Walt Disney position peaked at $1.39M in Q3 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.