CJM Wealth Advisers’s Walt Disney DIS Stock Holding History

CJM Wealth Advisers’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	$204K	Buy	+2,116	New	+$216K	0.05%	75
2026 Q1	–	Sell	-1,978	Closed	-$225K	–	75
2025 Q4	$225K	Hold	1,978	–	–	0.07%	67
2025 Q3	$226K	Buy	1,978 +1	+0.1%	+$118	0.07%	68
2025 Q2	$245K	Buy	+1,977	New	+$205K	0.08%	62
2025 Q1	–	Sell	-2,325	Closed	-$259K	–	68
2024 Q4	$259K	Buy	2,325 +81	+4%	+$8.51K	0.09%	58
2024 Q3	$216K	Buy	+2,244	New	+$206K	0.07%	66
2024 Q2	–	Sell	-2,101	Closed	-$257K	–	66
2024 Q1	$257K	Buy	+2,101	New	+$219K	0.1%	56
2023 Q3	–	Sell	-2,534	Closed	-$226K	–	55
2023 Q2	$226K	Sell	2,534 -100	-4%	-$9.47K	0.11%	52
2023 Q1	$264K	Sell	2,634 -132	-5%	-$13.3K	0.15%	45
2022 Q4	$240K	Sell	2,766 -200	-7%	-$19.1K	0.15%	47
2022 Q3	$280K	Sell	2,966 -218	-7%	-$23.3K	0.2%	43
2022 Q2	$301K	Buy	3,184 +50	+2%	+$5.55K	0.21%	42
2022 Q1	$430K	Sell	3,134 -99	-3%	-$14.3K	0.29%	35
2021 Q4	$501K	Buy	+3,233	New	+$522K	0.36%	36

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CJM Wealth Advisers's DIS Position: Q2 2026 in Review

CJM Wealth Advisers opened a new position in Walt Disney (DIS) in Q2 2026: 2,116 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #75 among its holdings. This is a return to the name: CJM Wealth Advisers previously reported a position in DIS as recently as Q4 2025.

CJM Wealth Advisers first reported a position in DIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $501K in Q4 2021. 674 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

CJM Wealth Advisers held 2,116 shares of Walt Disney worth $204K as of Q2 2026.
Walt Disney was a new CJM Wealth Advisers position in Q2 2026.
Walt Disney made up 0.05% of CJM Wealth Advisers's portfolio in Q2 2026, its #75 holding.
CJM Wealth Advisers first reported a position in Walt Disney in Q4 2021 and has held it in 14 quarters since.
CJM Wealth Advisers's Walt Disney position peaked at $501K in Q4 2021.
674 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.