Capital Advisors Wealth Management’s Walt Disney DIS Stock Holding History

Capital Advisors 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 Q1	–	Sell	-1,840	Closed	-$209K	–	223
2025 Q4	$209K	Buy	1,840 +66	+4%	+$7.27K	0.03%	210
2025 Q3	$203K	Buy	1,774 +65	+4%	+$7.66K	0.03%	211
2025 Q2	$212K	Buy	+1,709	New	+$178K	0.03%	184
2024 Q2	–	Sell	-1,871	Closed	-$229K	–	164
2024 Q1	$229K	Buy	+1,871	New	+$195K	0.05%	137
2023 Q2	–	Sell	-2,522	Closed	-$253K	–	148
2023 Q1	$253K	Sell	2,522 -73	-3%	-$7.36K	0.07%	109
2022 Q4	$225K	Buy	+2,595	New	+$248K	0.07%	112
2022 Q2	–	Sell	-2,189	Closed	-$300K	–	120
2022 Q1	$300K	Sell	2,189 -67	-3%	-$9.69K	0.09%	90
2021 Q4	$349K	Sell	2,256 -3,013	-57%	-$487K	0.11%	85
2021 Q3	$891K	Buy	5,269 +540	+11%	+$96.3K	0.32%	47
2021 Q2	$831K	Buy	4,729 +362	+8%	+$65.1K	0.31%	46
2021 Q1	$806K	Buy	+4,367	New	+$805K	0.35%	47

Other funds holding DIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital Advisors Wealth Management's DIS Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,840 shares — an estimated $209K sold.

Capital Advisors Wealth Management first reported a position in DIS in Q1 2021 and held it in 11 quarters. The position peaked at $891K in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Capital Advisors Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Capital Advisors Wealth Management sold 1,840 Walt Disney shares in Q1 2026, an estimated $209K.
Capital Advisors Wealth Management first reported a position in Walt Disney in Q1 2021 and held it in 11 quarters.
Capital Advisors Wealth Management's Walt Disney position peaked at $891K in Q3 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.