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Cornerstone Financial Management’s Walt Disney DIS Stock Holding History

Cornerstone Financial 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 		$21.9K Buy
228
+113
+98% +$11.5K 0.02% 252
2026
Q1 		$11.1K Buy
115
+24
+26% +$2.54K 0.01% 290
2025
Q4 		$10.4K Buy
+91
New +$10K 0.01% 279

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's DIS Position: Q2 2026 in Review

Cornerstone Financial Management increased its Walt Disney (DIS) stake by 98% in Q2 2026, buying an estimated $11.5K and bringing the position to 228 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #252.

Cornerstone Financial Management first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cornerstone Financial Management held 228 shares of Walt Disney worth $21.9K as of Q2 2026.
  • Cornerstone Financial Management bought 113 Walt Disney shares in Q2 2026, an estimated $11.5K.
  • Walt Disney made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #252 holding.
  • Cornerstone Financial Management first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.