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CMH Wealth Management’s Walt Disney DIS Stock Holding History

CMH Wealth Management’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 		$1.04M Sell
10,746
-4,379
-29% -$446K 0.16% 82
2026
Q1 		$1.46M Buy
+15,125
New +$1.6M 0.25% 75
2022
Q4 		– Sell
-39,681
Closed -$3.74M – 49
2022
Q3 		$3.74M Buy
39,681
+913
+2% +$97.7K 1.37% 29
2022
Q2 		$3.66M Sell
38,768
-10,656
-22% -$1.18M 1.32% 30
2022
Q1 		$6.78M Buy
49,424
+16,500
+50% +$2.39M 2.08% 14
2021
Q4 		$5.1M Sell
32,924
-9,931
-23% -$1.6M 1.54% 24
2021
Q3 		$7.25M Buy
42,855
+3,734
+10% +$666K 2.38% 15
2021
Q2 		$6.88M Buy
39,121
+3,202
+9% +$576K 2.3% 15
2021
Q1 		$6.63M Buy
35,919
+11,337
+46% +$2.09M 2.5% 16
2020
Q4 		$4.45M Sell
24,582
-2,338
-9% -$336K 1.63% 22
2020
Q3 		$3.34M Buy
26,920
+225
+0.8% +$28.1K 1.43% 27
2020
Q2 		$2.97M Sell
26,695
-800
-3% -$88.3K 1.42% 26
2020
Q1 		$2.66M Buy
27,495
+5,632
+26% +$712K 1.55% 26
2019
Q4 		$3.16M Sell
21,863
-162
-0.7% -$22.6K 1.62% 23
2019
Q3 		$2.87M Buy
22,025
+419
+2% +$57.9K 1.63% 26
2019
Q2 		$3.02M Sell
21,606
-1,600
-7% -$212K 1.77% 24
2019
Q1 		$2.58M Buy
23,206
+19
+0.1% +$2.12K 1.56% 26
2018
Q4 		$2.54M Buy
23,187
+420
+2% +$47.8K 1.53% 23
2018
Q3 		$2.65M Buy
22,767
+2,715
+14% +$302K 1.39% 25
2018
Q2 		$2.11M Buy
20,052
+717
+4% +$73.3K 1.21% 28
2018
Q1 		$1.91M Buy
19,335
+45
+0.2% +$4.78K 1.29% 27
2017
Q4 		$2.16M Buy
19,290
+30
+0.2% +$3.09K 1.43% 27
2017
Q3 		$1.92M Buy
19,260
+5
+0% +$514 1.43% 25
2017
Q2 		$2.07M Buy
+19,255
New +$2.11M 1.65% 23

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

CMH Wealth Management's DIS Position: Q2 2026 in Review

CMH Wealth Management reduced its Walt Disney (DIS) stake by 29% in Q2 2026, selling an estimated $446K and leaving 10,746 shares worth $1.04M. The position accounts for 0.16% of the portfolio, ranked #82.

CMH Wealth Management first reported a position in DIS in Q2 2017 and has held it in 24 quarters since. The position peaked at $7.25M in Q3 2021. 531 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • CMH Wealth Management held 10,746 shares of Walt Disney worth $1.04M as of Q2 2026.
  • CMH Wealth Management sold 4,379 Walt Disney shares in Q2 2026, an estimated $446K.
  • Walt Disney made up 0.16% of CMH Wealth Management's portfolio in Q2 2026, its #82 holding.
  • CMH Wealth Management first reported a position in Walt Disney in Q2 2017 and has held it in 24 quarters since.
  • CMH Wealth Management's Walt Disney position peaked at $7.25M in Q3 2021.
  • 531 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.