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Creekmur Asset Management’s Walt Disney DIS Stock Holding History

Creekmur Asset 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
2025
Q3 		$746K Sell
6,519
-2,450
-27% -$289K 0.12% 96
2025
Q2 		$1.11M Buy
8,969
+2,697
+43% +$280K 0.2% 81
2025
Q1 		$619K Buy
6,272
+6,257
+41,713% +$672K 0.13% 91
2024
Q4 		$1.67K Buy
+15
New +$1.58K ﹤0.01% 614
2024
Q3 		– Sell
-27
Closed -$2.68K – 1045
2024
Q2 		$2.68K Sell
27
-4
-13% -$431 ﹤0.01% 666
2024
Q1 		$3.79K Sell
31
-1
-3% -$104 ﹤0.01% 595
2023
Q4 		$2.89K Buy
+32
New +$2.82K ﹤0.01% 653

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Creekmur Asset Management's DIS Position: Q3 2025 in Review

Creekmur Asset Management reduced its Walt Disney (DIS) stake by 27% in Q3 2025, selling an estimated $289K and leaving 6,519 shares worth $746K. The position accounts for 0.12% of the portfolio, ranked #96.

Creekmur Asset Management first reported a position in DIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Creekmur Asset Management held 6,519 shares of Walt Disney worth $746K as of Q3 2025.
  • Creekmur Asset Management sold 2,450 Walt Disney shares in Q3 2025, an estimated $289K.
  • Walt Disney made up 0.12% of Creekmur Asset Management's portfolio in Q3 2025, its #96 holding.
  • Creekmur Asset Management first reported a position in Walt Disney in Q4 2023 and has held it in 7 quarters since.
  • Creekmur Asset Management's Walt Disney position peaked at $1.11M in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.