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CWS Financial Advisors’s Walt Disney DIS Stock Holding History

CWS Financial 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 		$395K Buy
4,102
+3
+0.1% +$317 0.1% 108
2025
Q4 		$466K Sell
4,099
-80
-2% -$8.81K 0.13% 98
2025
Q3 		$479K Hold
4,179
– – 0.13% 87
2025
Q2 		$518K Hold
4,179
– – 0.15% 81
2025
Q1 		$412K Buy
4,179
+1
+0% +$107 0.13% 89
2024
Q4 		$465K Sell
4,178
-400
-9% -$42K 0.15% 79
2024
Q3 		$440K Sell
4,578
-529
-10% -$48.7K 0.16% 74
2024
Q2 		$507K Buy
5,107
+1,180
+30% +$127K 0.2% 56
2024
Q1 		$481K Sell
3,927
-34
-0.9% -$3.55K 0.2% 57
2023
Q4 		$358K Sell
3,961
-85
-2% -$7.49K 0.13% 110
2023
Q3 		$328K Sell
4,046
-295
-7% -$25.2K 0.13% 109
2023
Q2 		$388K Sell
4,341
-145
-3% -$13.7K 0.15% 103
2023
Q1 		$449K Sell
4,486
-873
-16% -$88K 0.18% 91
2022
Q4 		$989K Sell
5,359
-333
-6% -$31.9K 0.43% 33
2022
Q3 		$537K Sell
5,692
-825
-13% -$88.3K 0.26% 69
2022
Q2 		$615K Buy
6,517
+33
+0.5% +$3.66K 0.28% 65
2022
Q1 		$889K Buy
6,484
+300
+5% +$43.4K 0.34% 51
2021
Q4 		$958K Buy
+6,184
New +$999K 0.34% 49
2021
Q2 		$942K Hold
5,359
– – 0.38% 44
2021
Q1 		$989K Buy
5,359
+260
+5% +$47.9K 0.43% 33
2020
Q4 		$924K Hold
5,099
– – 0.54% 32
2020
Q3 		$633K Hold
5,099
– – 0.42% 52
2020
Q2 		$569K Buy
5,099
+3,025
+146% +$334K 0.41% 53
2020
Q1 		$300K Hold
2,074
– – 0.22% 87
2019
Q4 		$300K Buy
+2,074
New +$289K 0.22% 88

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWS Financial Advisors's DIS Position: Q1 2026 in Review

CWS Financial Advisors increased its Walt Disney (DIS) stake by 0.07% in Q1 2026, buying an estimated $317 and bringing the position to 4,102 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #108.

CWS Financial Advisors first reported a position in DIS in Q4 2019 and has held it in 25 quarters since. The position peaked at $989K in Q4 2022. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • CWS Financial Advisors held 4,102 shares of Walt Disney worth $395K as of Q1 2026.
  • CWS Financial Advisors bought 3 Walt Disney shares in Q1 2026, an estimated $317.
  • Walt Disney made up 0.1% of CWS Financial Advisors's portfolio in Q1 2026, its #108 holding.
  • CWS Financial Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Walt Disney position peaked at $989K in Q4 2022.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.