BWG
DIS icon

Boomfish Wealth Group’s Walt Disney DIS Stock Holding History

Boomfish Wealth Group’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
Q1 		– Sell
-2,078
Closed -$231K – 87
2024
Q4 		$231K Sell
2,078
-9,504
-82% -$998K 0.14% 86
2024
Q3 		$1.11M Sell
11,582
-1,491
-11% -$137K 0.68% 64
2024
Q2 		$1.3M Buy
13,073
+154
+1% +$16.6K 0.84% 58
2024
Q1 		$1.58M Sell
12,919
-480
-4% -$50.1K 1.06% 38
2023
Q4 		$1.21M Buy
+13,399
New +$1.18M 0.87% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Boomfish Wealth Group's DIS Position: Q1 2025 in Review

Boomfish Wealth Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,078 shares — an estimated $231K sold.

Boomfish Wealth Group first reported a position in DIS in Q4 2023 and held it in 5 quarters. The position peaked at $1.58M in Q1 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Boomfish Wealth Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Boomfish Wealth Group sold 2,078 Walt Disney shares in Q1 2025, an estimated $231K.
  • Boomfish Wealth Group first reported a position in Walt Disney in Q4 2023 and held it in 5 quarters.
  • Boomfish Wealth Group's Walt Disney position peaked at $1.58M in Q1 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Boomfish Wealth Group's 13F filing for Q1 2025, filed 18 Apr 2025.