CA
DIS icon

CSM Advisors’s Walt Disney DIS Stock Holding History

CSM 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
Q1 		– Sell
-2,159
Closed -$246K – 417
2025
Q4 		$246K Sell
2,159
-25,240
-92% -$2.78M 0.01% 394
2025
Q3 		$3.14M Sell
27,399
-53,943
-66% -$6.35M 0.09% 260
2025
Q2 		$10.1M Buy
81,342
+1,260
+2% +$131K 0.29% 97
2025
Q1 		$7.91M Sell
80,082
-2,020
-2% -$217K 0.43% 55
2024
Q4 		$9.14M Sell
82,102
-3,865
-4% -$406K 0.43% 56
2024
Q3 		$8.27M Sell
85,967
-1,515
-2% -$139K 0.54% 63
2024
Q2 		$8.68M Buy
87,482
+30
+0% +$3.23K 0.61% 53
2024
Q1 		$10.7M Sell
87,452
-1,245
-1% -$130K 0.7% 46
2023
Q4 		$8.01M Sell
88,697
-237
-0.3% -$20.9K 0.58% 53
2023
Q3 		$7.21M Hold
88,934
– – 0.63% 52
2023
Q2 		$7.94M Sell
88,934
-3,150
-3% -$298K 0.6% 51
2023
Q1 		$9.22M Buy
92,084
+7,000
+8% +$706K 0.8% 38
2022
Q4 		$7.39M Buy
85,084
+3,930
+5% +$376K 0.7% 40
2022
Q3 		$7.66M Sell
81,154
-6,829
-8% -$731K 0.84% 34
2022
Q2 		$8.3M Buy
87,983
+667
+0.8% +$74K 0.76% 40
2022
Q1 		$12M Sell
87,316
-16,560
-16% -$2.39M 0.82% 34
2021
Q4 		$16.1M Sell
103,876
-425
-0.4% -$68.6K 1.06% 25
2021
Q3 		$17.6M Sell
104,301
-1,430
-1% -$255K 1.3% 20
2021
Q2 		$18.6M Sell
105,731
-2,830
-3% -$509K 1.23% 21
2021
Q1 		$20M Buy
+108,561
New +$20M 2.82% 7

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CSM Advisors's DIS Position: Q1 2026 in Review

CSM Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,159 shares — an estimated $246K sold.

CSM Advisors first reported a position in DIS in Q1 2021 and held it in 20 quarters. The position peaked at $20M in Q1 2021. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • CSM Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • CSM Advisors sold 2,159 Walt Disney shares in Q1 2026, an estimated $246K.
  • CSM Advisors first reported a position in Walt Disney in Q1 2021 and held it in 20 quarters.
  • CSM Advisors's Walt Disney position peaked at $20M in Q1 2021.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.