CWM
DIS icon

Cornerstone Wealth Management’s Walt Disney DIS Stock Holding History

Cornerstone 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 		$2.02M Sell
20,984
-28
-0.1% -$2.85K 0.09% 211
2026
Q1 		$2.03M Sell
21,012
-332
-2% -$35.1K 0.1% 189
2025
Q4 		$2.43M Buy
21,344
+972
+5% +$107K 0.13% 158
2025
Q3 		$2.33M Buy
20,372
+45
+0.2% +$5.3K 0.13% 150
2025
Q2 		$2.52M Buy
20,327
+1,075
+6% +$112K 0.15% 133
2025
Q1 		$1.9M Sell
19,252
-337
-2% -$36.2K 0.13% 155
2024
Q4 		$2.18M Sell
19,589
-15
-0.1% -$1.58K 0.15% 141
2024
Q3 		$1.89M Sell
19,604
-660
-3% -$60.7K 0.13% 147
2024
Q2 		$2.01M Buy
20,264
+352
+2% +$37.9K 0.15% 136
2024
Q1 		$2.44M Sell
19,912
-384
-2% -$40.1K 0.2% 112
2023
Q4 		$1.83M Sell
20,296
-2,084
-9% -$184K 0.16% 131
2023
Q3 		$1.81M Sell
22,380
-4,151
-16% -$355K 0.17% 125
2023
Q2 		$2.37M Buy
26,531
+187
+0.7% +$17.7K 0.21% 107
2023
Q1 		$2.64M Buy
+26,344
New +$2.66M 0.26% 91
2022
Q3 		$2.22M Buy
23,534
+1,955
+9% +$209K 0.25% 91
2022
Q2 		$2.04M Buy
21,579
+484
+2% +$53.7K 0.23% 93
2022
Q1 		$2.89M Buy
21,095
+1,047
+5% +$151K 0.28% 74
2021
Q4 		$3.11M Buy
20,048
+1,065
+6% +$172K 0.3% 80
2021
Q3 		$3.21M Buy
18,983
+443
+2% +$79K 0.34% 69
2021
Q2 		$3.26M Buy
18,540
+928
+5% +$167K 0.34% 67
2021
Q1 		$3.25M Buy
17,612
+880
+5% +$162K 0.38% 56
2020
Q4 		$3.03M Buy
16,732
+495
+3% +$71K 0.38% 54
2020
Q3 		$2.02M Buy
16,237
+2
+0% +$250 0.3% 68
2020
Q2 		$1.81M Sell
16,235
-3,739
-19% -$413K 0.29% 68
2020
Q1 		$1.93M Buy
19,974
+8,949
+81% +$1.13M 0.37% 51
2019
Q4 		$1.59M Buy
11,025
+516
+5% +$72K 0.26% 77
2019
Q3 		$1.37M Sell
10,509
-220
-2% -$30.4K 0.24% 83
2019
Q2 		$1.5M Sell
10,729
-1,850
-15% -$245K 0.27% 78
2019
Q1 		$3.3M Buy
12,579
+2,387
+23% +$267K 0.4% 51
2018
Q4 		$1.12M Sell
10,192
-891,145
-99% -$101M 0.24% 85
2018
Q3 		$9.05M Sell
901,337
-121,199
-12% -$13.5M 0.11% 193
2018
Q2 		$9.71M Buy
1,022,536
+1,013,007
+10,631% +$104M 0.11% 196
2018
Q1 		$933K Buy
9,529
+153
+2% +$16.3K 0.18% 118
2017
Q4 		$1.04M Buy
9,376
+327
+4% +$33.7K 0.2% 112
2017
Q3 		$892K Buy
9,049
+946
+12% +$97.3K 0.18% 116
2017
Q2 		$840K Buy
8,103
+2,052
+34% +$225K 0.19% 112
2017
Q1 		$686K Buy
6,051
+1,605
+36% +$177K 0.17% 119
2016
Q4 		$472K Buy
4,446
+742
+20% +$72.3K 0.15% 138
2016
Q3 		$344K Buy
+3,704
New +$355K 0.13% 157

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

Cornerstone Wealth Management reduced its Walt Disney (DIS) stake by 0.13% in Q2 2026, selling an estimated $2.85K and leaving 20,984 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #211.

Cornerstone Wealth Management first reported a position in DIS in Q3 2016 and has held it in 39 quarters since. The position peaked at $9.71M in Q2 2018. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Cornerstone Wealth Management held 20,984 shares of Walt Disney worth $2.02M as of Q2 2026.
  • Cornerstone Wealth Management sold 28 Walt Disney shares in Q2 2026, an estimated $2.85K.
  • Walt Disney made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Cornerstone Wealth Management first reported a position in Walt Disney in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Walt Disney position peaked at $9.71M in Q2 2018.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.