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CFM Wealth Partners’s Walt Disney DIS Stock Holding History

CFM Wealth Partners’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 		$263K Hold
2,736
– – 0.03% 129
2026
Q1 		$264K Buy
2,736
+4
+0.1% +$423 0.04% 130
2025
Q4 		$311K Hold
2,732
– – 0.04% 124
2025
Q3 		$313K Buy
2,732
+1
+0% +$118 0.05% 123
2025
Q2 		$339K Buy
2,731
+285
+12% +$29.6K 0.05% 112
2025
Q1 		$241K Buy
2,446
+200
+9% +$21.5K 0.04% 128
2024
Q4 		$250K Sell
2,246
-139
-6% -$14.6K 0.04% 123
2024
Q3 		$229K Sell
2,385
-1,245
-34% -$115K 0.04% 134
2024
Q2 		$360K Sell
3,630
-833
-19% -$89.7K 0.07% 116
2024
Q1 		$546K Sell
4,463
-4,183
-48% -$437K 0.11% 103
2023
Q4 		$781K Sell
8,646
-2,455
-22% -$216K 0.18% 88
2023
Q3 		$900K Sell
11,101
-2,645
-19% -$226K 0.24% 71
2023
Q2 		$1.23M Sell
13,746
-2,498
-15% -$237K 0.3% 73
2023
Q1 		$1.63M Buy
16,244
+31
+0.2% +$3.13K 0.44% 60
2022
Q4 		$1.41M Sell
16,213
-2,015
-11% -$193K 0.42% 64
2022
Q3 		$1.72M Sell
18,228
-629
-3% -$67.3K 0.55% 50
2022
Q2 		$1.78M Sell
18,857
-317
-2% -$35.2K 0.53% 49
2022
Q1 		$2.63M Buy
19,174
+25
+0.1% +$3.61K 0.63% 43
2021
Q4 		$3M Buy
19,149
+1,181
+7% +$191K 0.67% 43
2021
Q3 		$3.04M Sell
17,968
-468
-3% -$83.4K 0.76% 35
2021
Q2 		$3.24M Buy
18,436
+50
+0.3% +$8.99K 0.86% 32
2021
Q1 		$3.39M Buy
18,386
+20
+0.1% +$3.69K 1.02% 25
2020
Q4 		$3.33M Sell
18,366
-15,705
-46% -$2.25M 1.06% 26
2020
Q3 		$4.23M Sell
34,071
-1,447
-4% -$181K 1.54% 14
2020
Q2 		$3.96M Sell
35,518
-1,562
-4% -$172K 1.5% 13
2020
Q1 		$3.58M Buy
37,080
+4,850
+15% +$613K 1.66% 12
2019
Q4 		$4.68M Buy
+32,230
New +$4.5M 1.72% 13

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CFM Wealth Partners's DIS Position: Q2 2026 in Review

CFM Wealth Partners held its Walt Disney (DIS) position steady in Q2 2026 at 2,736 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #129.

CFM Wealth Partners first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.68M in Q4 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CFM Wealth Partners held 2,736 shares of Walt Disney worth $263K as of Q2 2026.
  • CFM Wealth Partners left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • CFM Wealth Partners first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Walt Disney position peaked at $4.68M in Q4 2019.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.