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Axxcess Wealth Management’s Walt Disney DIS Stock Holding History

Axxcess 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
Q2 		$7.69M Buy
79,868
+4,895
+7% +$499K 0.12% 166
2026
Q1 		$7.23M Buy
74,973
+7,531
+11% +$796K 0.23% 90
2025
Q4 		$7.67M Buy
67,442
+160
+0.2% +$17.6K 0.13% 156
2025
Q3 		$7.7M Sell
67,282
-516
-0.8% -$60.8K 0.16% 114
2025
Q2 		$8.41M Buy
67,798
+1,336
+2% +$139K 0.2% 101
2025
Q1 		$6.56M Sell
66,462
-647
-1% -$69.5K 0.17% 109
2024
Q4 		$7.47M Buy
67,109
+2,290
+4% +$241K 0.18% 99
2024
Q3 		$6.23M Buy
64,819
+7,538
+13% +$694K 0.15% 118
2024
Q2 		$5.69M Sell
57,281
-8,392
-13% -$903K 0.15% 117
2024
Q1 		$8.04M Buy
65,673
+9,346
+17% +$976K 0.22% 85
2023
Q4 		$5.09M Buy
56,327
+9,136
+19% +$805K 0.15% 127
2023
Q3 		$3.82M Buy
47,191
+29,864
+172% +$2.55M 0.13% 127
2023
Q2 		$1.55M Sell
17,327
-1,843
-10% -$175K 0.11% 165
2023
Q1 		$1.92M Sell
19,170
-3,629
-16% -$366K 0.15% 140
2022
Q4 		$1.98M Buy
22,799
+690
+3% +$66K 0.16% 129
2022
Q3 		$2.08M Buy
22,109
+1,472
+7% +$158K 0.2% 101
2022
Q2 		$1.95M Sell
20,637
-8,640
-30% -$959K 0.18% 114
2022
Q1 		$4.02M Sell
29,277
-3,340
-10% -$483K 0.31% 69
2021
Q4 		$5.05M Buy
+32,617
New +$5.27M 0.37% 56

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Axxcess Wealth Management's DIS Position: Q2 2026 in Review

Axxcess Wealth Management increased its Walt Disney (DIS) stake by 6.5% in Q2 2026, buying an estimated $499K and bringing the position to 79,868 shares worth $7.69M. The position accounts for 0.12% of the portfolio, ranked #166.

Axxcess Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.41M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Axxcess Wealth Management held 79,868 shares of Walt Disney worth $7.69M as of Q2 2026.
  • Axxcess Wealth Management bought 4,895 Walt Disney shares in Q2 2026, an estimated $499K.
  • Walt Disney made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Axxcess Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Walt Disney position peaked at $8.41M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.