Blalock Williams’s Walt Disney DIS Stock Holding History

Blalock Williams’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	-3,096	Closed	-$306K	–	128
2025 Q1	$306K	Buy	3,096 +382	+14%	+$41.1K	0.34%	79
2024 Q4	$302K	Buy	+2,714	New	+$285K	0.35%	73

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Blalock Williams's DIS Position: Q2 2025 in Review

Blalock Williams sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 3,096 shares — an estimated $306K sold.

Blalock Williams first reported a position in DIS in Q4 2024 and held it in 2 quarters. The position peaked at $306K in Q1 2025. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Blalock Williams reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
Blalock Williams sold 3,096 Walt Disney shares in Q2 2025, an estimated $306K.
Blalock Williams first reported a position in Walt Disney in Q4 2024 and held it in 2 quarters.
Blalock Williams's Walt Disney position peaked at $306K in Q1 2025.
3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Blalock Williams's 13F filing for Q2 2025, filed 6 Nov 2025.