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Cannon Wealth Management Services’s Walt Disney DIS Stock Holding History

Cannon Wealth Management Services’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
Q3 		– Sell
-2,082
Closed -$258K – 84
2025
Q2 		$258K Hold
2,082
– – 0.21% 69
2025
Q1 		$213K Sell
2,082
-197
-9% -$21.2K 0.19% 73
2024
Q4 		$260K Buy
2,279
+133
+6% +$14K 0.22% 68
2024
Q3 		$206K Buy
+2,146
New +$197K 0.19% 82

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cannon Wealth Management Services's DIS Position: Q3 2025 in Review

Cannon Wealth Management Services sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 2,082 shares — an estimated $258K sold.

Cannon Wealth Management Services first reported a position in DIS in Q3 2024 and held it in 4 quarters. The position peaked at $260K in Q4 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Cannon Wealth Management Services reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Cannon Wealth Management Services sold 2,082 Walt Disney shares in Q3 2025, an estimated $258K.
  • Cannon Wealth Management Services first reported a position in Walt Disney in Q3 2024 and held it in 4 quarters.
  • Cannon Wealth Management Services's Walt Disney position peaked at $260K in Q4 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Cannon Wealth Management Services's 13F filing for Q3 2025, filed 10 Nov 2025.