CMA
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Cedar Mountain Advisors’s Walt Disney DIS Stock Holding History

Cedar Mountain Advisors’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
Q2 		$52.4K Buy
545
+2
+0.4% +$204 0.01% 170
2026
Q1 		$52.3K Buy
543
+200
+58% +$21.1K 0.01% 146
2025
Q4 		$39K Sell
343
-27
-7% -$2.97K 0.01% 134
2025
Q3 		$42.4K Buy
370
+76
+26% +$8.95K 0.01% 125
2025
Q2 		$36.5K Hold
294
– – 0.01% 116
2025
Q1 		$29.1K Sell
294
-105
-26% -$11.3K 0.01% 131
2024
Q4 		$44.4K Buy
399
+110
+38% +$11.6K 0.01% 96
2024
Q3 		$27.8K Buy
289
+1
+0.3% +$92 0.01% 124
2024
Q2 		$28.6K Sell
288
-141
-33% -$15.2K 0.01% 108
2024
Q1 		$52.6K Hold
429
– – 0.01% 73
2023
Q4 		$38.7K Hold
429
– – 0.01% 84
2023
Q3 		$34.8K Sell
429
-422
-50% -$36K 0.01% 85
2023
Q2 		$76K Hold
851
– – 0.02% 62
2023
Q1 		$85.2K Hold
851
– – 0.03% 58
2022
Q4 		$73.9K Hold
851
– – 0.02% 60
2022
Q3 		$80K Hold
851
– – 0.03% 55
2022
Q2 		$80K Hold
851
– – 0.03% 57
2022
Q1 		$117K Hold
851
– – 0.03% 55
2021
Q4 		$132K Buy
851
+10
+1% +$1.61K 0.04% 48
2021
Q3 		$142K Hold
841
– – 0.05% 45
2021
Q2 		$148K Sell
841
-1
-0.1% -$180 0.05% 46
2021
Q1 		$155K Hold
842
– – 0.05% 46
2020
Q4 		$153K Hold
842
– – 0.05% 46
2020
Q3 		$104K Hold
842
– – 0.04% 46
2020
Q2 		$94K Buy
842
+26
+3% +$2.87K 0.04% 46
2020
Q1 		$79K Buy
816
+10
+1% +$1.26K 0.04% 43
2019
Q4 		$117K Buy
+806
New +$112K 0.05% 43

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Cedar Mountain Advisors's DIS Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Walt Disney (DIS) stake by 0.37% in Q2 2026, buying an estimated $204 and bringing the position to 545 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #170.

Cedar Mountain Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $155K in Q1 2021. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cedar Mountain Advisors held 545 shares of Walt Disney worth $52.4K as of Q2 2026.
  • Cedar Mountain Advisors bought 2 Walt Disney shares in Q2 2026, an estimated $204.
  • Walt Disney made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #170 holding.
  • Cedar Mountain Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Walt Disney position peaked at $155K in Q1 2021.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.