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Birchcreek Wealth Management’s Walt Disney DIS Stock Holding History

Birchcreek 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
2024
Q4 		– Sell
-2,232
Closed -$215K – 125
2024
Q3 		$215K Sell
2,232
-216
-9% -$19.9K 0.14% 109
2024
Q2 		$243K Hold
2,448
– – 0.14% 130
2024
Q1 		$299K Buy
+2,448
New +$256K 0.16% 119
2023
Q3 		– Sell
-2,456
Closed -$219K – 133
2023
Q2 		$219K Buy
2,456
+403
+20% +$38.2K 0.15% 121
2023
Q1 		$206K Sell
2,053
-675
-25% -$68.1K 0.16% 124
2022
Q4 		$237K Buy
2,728
+315
+13% +$30.1K 0.21% 112
2022
Q3 		$228K Buy
2,413
+25
+1% +$2.68K 0.21% 107
2022
Q2 		$225K Buy
2,388
+875
+58% +$97.1K 0.2% 106
2022
Q1 		$208K Buy
1,513
+150
+11% +$21.7K 0.18% 110
2021
Q4 		$211K Buy
+1,363
New +$220K 0.18% 109
2021
Q1 		– Sell
-1,123
Closed -$203K – 157
2020
Q4 		$203K Buy
+1,123
New +$161K 0.2% 98

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Birchcreek Wealth Management's DIS Position: Q4 2024 in Review

Birchcreek Wealth Management sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,232 shares — an estimated $215K sold.

Birchcreek Wealth Management first reported a position in DIS in Q4 2020 and held it in 11 quarters. The position peaked at $299K in Q1 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Birchcreek Wealth Management reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 2,232 Walt Disney shares in Q4 2024, an estimated $215K.
  • Birchcreek Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 11 quarters.
  • Birchcreek Wealth Management's Walt Disney position peaked at $299K in Q1 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Birchcreek Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.