CJM Wealth Advisers
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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
Q3 		$208K Sell
1,982
-134
-6% -$13.7K 0.05% 77
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CJM Wealth Advisers's DIS Position: Q3 2026 in Review

CJM Wealth Advisers reduced its Walt Disney (DIS) stake by 6.3% in Q3 2026, selling an estimated $13.7K and leaving 1,982 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #77.

CJM Wealth Advisers first reported a position in DIS in Q4 2021 and has held it in 15 quarters since. The position peaked at $501K in Q4 2021. 2,335 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • CJM Wealth Advisers held 1,982 shares of Walt Disney worth $208K as of Q3 2026.
  • CJM Wealth Advisers sold 134 Walt Disney shares in Q3 2026, an estimated $13.7K.
  • Walt Disney made up 0.05% of CJM Wealth Advisers's portfolio in Q3 2026, its #77 holding.
  • CJM Wealth Advisers first reported a position in Walt Disney in Q4 2021 and has held it in 15 quarters since.
  • CJM Wealth Advisers's Walt Disney position peaked at $501K in Q4 2021.
  • 2,335 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.