CWA
DIS icon

CM Wealth Advisors’s Walt Disney DIS Stock Holding History

CM Wealth 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 		$223K Sell
2,303
-21
-0.9% -$2.14K 0.04% 177
2026
Q1 		$224K Hold
2,324
– – 0.05% 134
2025
Q4 		$266K Buy
+2,324
New +$256K 0.06% 123
2024
Q2 		– Sell
-5,448
Closed -$574K – 101
2024
Q1 		$574K Buy
+5,448
New +$569K 0.16% 69
2023
Q3 		– Sell
-12,027
Closed -$1.04M – 102
2023
Q2 		$1.04M Buy
12,027
+635
+6% +$60.2K 0.34% 29
2023
Q1 		$1.1M Buy
+11,392
New +$1.15M 0.21% 136

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

CM Wealth Advisors's DIS Position: Q2 2026 in Review

CM Wealth Advisors reduced its Walt Disney (DIS) stake by 0.9% in Q2 2026, selling an estimated $2.14K and leaving 2,303 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #177.

CM Wealth Advisors first reported a position in DIS in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CM Wealth Advisors held 2,303 shares of Walt Disney worth $223K as of Q2 2026.
  • CM Wealth Advisors sold 21 Walt Disney shares in Q2 2026, an estimated $2.14K.
  • Walt Disney made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • CM Wealth Advisors first reported a position in Walt Disney in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's Walt Disney position peaked at $1.1M in Q1 2023.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.