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Eads & Heald Wealth Management’s Walt Disney DIS Stock Holding History

Eads & Heald 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
Q1 		$1M Sell
10,397
-56
-0.5% -$5.92K 0.5% 81
2025
Q4 		$1.19M Buy
10,453
+168
+2% +$18.5K 0.58% 73
2025
Q3 		$1.18M Sell
10,285
-401
-4% -$47.2K 0.56% 76
2025
Q2 		$1.32M Buy
10,686
+536
+5% +$55.7K 0.65% 67
2025
Q1 		$1M Sell
10,150
-581
-5% -$62.4K 0.51% 82
2024
Q4 		$1.2M Sell
10,731
-454
-4% -$47.7K 0.59% 75
2024
Q3 		$1.08M Sell
11,185
-1,016
-8% -$93.5K 0.51% 82
2024
Q2 		$1.21M Buy
12,201
+827
+7% +$89K 0.59% 78
2024
Q1 		$1.39M Buy
11,374
+1,487
+15% +$155K 0.65% 76
2023
Q4 		$893K Sell
9,887
-188
-2% -$16.6K 0.43% 90
2023
Q3 		$817K Sell
10,075
-982
-9% -$83.9K 0.43% 93
2023
Q2 		$987K Sell
11,057
-513
-4% -$48.6K 0.49% 87
2023
Q1 		$1.16M Sell
11,570
-277
-2% -$27.9K 0.57% 80
2022
Q4 		$1.03M Sell
11,847
-329
-3% -$31.5K 0.52% 81
2022
Q3 		$1.15M Sell
12,176
-1,833
-13% -$196K 0.65% 71
2022
Q2 		$1.32M Sell
14,009
-1,544
-10% -$171K 0.71% 62
2022
Q1 		$2.13M Buy
15,553
+180
+1% +$26K 0.99% 44
2021
Q4 		$2.38M Buy
15,373
+287
+2% +$46.4K 1.03% 41
2021
Q3 		$2.55M Buy
15,086
+21
+0.1% +$3.74K 1.23% 19
2021
Q2 		$2.65M Sell
15,065
-86
-0.6% -$15.5K 1.29% 16
2021
Q1 		$2.8M Sell
15,151
-1,423
-9% -$262K 1.44% 6
2020
Q4 		$3M Buy
16,574
+105
+0.6% +$15.1K 1.62% 4
2020
Q3 		$2.04M Sell
16,469
-1,699
-9% -$212K 1.22% 29
2020
Q2 		$2.03M Sell
18,168
-32
-0.2% -$3.53K 1.23% 26
2020
Q1 		$1.76M Sell
18,200
-628
-3% -$79.4K 1.24% 29
2019
Q4 		$2.72M Sell
18,828
-94
-0.5% -$13.1K 1.44% 10
2019
Q3 		$2.47M Sell
18,922
-107
-0.6% -$14.8K 1.38% 15
2019
Q2 		$2.66M Sell
19,029
-828
-4% -$110K 1.5% 8
2019
Q1 		$2.21M Buy
19,857
+81
+0.4% +$9.05K 1.28% 23
2018
Q4 		$2.17M Sell
19,776
-216
-1% -$24.6K 1.44% 11
2018
Q3 		$2.34M Buy
19,992
+63
+0.3% +$7.01K 1.34% 16
2018
Q2 		$2.09M Buy
19,929
+460
+2% +$47K 1.29% 19
2018
Q1 		$1.96M Buy
19,469
+22
+0.1% +$2.34K 1.24% 29
2017
Q4 		$2.09M Buy
19,447
+191
+1% +$19.7K 1.23% 25
2017
Q3 		$1.9M Buy
19,256
+221
+1% +$22.7K 1.18% 32
2017
Q2 		$2.02M Sell
19,035
-375
-2% -$41.1K 1.3% 19
2017
Q1 		$2.2M Sell
19,410
-265
-1% -$29.2K 1.42% 9
2016
Q4 		$2.05M Buy
19,675
+182
+0.9% +$17.7K 1.4% 9
2016
Q3 		$1.81M Buy
19,493
+169
+0.9% +$16.2K 1.25% 24
2016
Q2 		$1.89M Buy
19,324
+286
+2% +$28.6K 1.3% 18
2016
Q1 		$1.89M Sell
19,038
-500
-3% -$48.3K 1.31% 17
2015
Q4 		$2.05M Sell
19,538
-373
-2% -$41.6K 1.42% 11
2015
Q3 		$2.04M Sell
19,911
-658
-3% -$71.7K 1.45% 7
2015
Q2 		$2.35M Sell
20,569
-1,904
-8% -$209K 1.55% 1
2015
Q1 		$2.36M Sell
22,473
-2,259
-9% -$228K 1.51% 3
2014
Q4 		$2.33M Buy
24,732
+290
+1% +$26.1K 1.48% 3
2014
Q3 		$2.18M Sell
24,442
-1,650
-6% -$146K 1.47% 3
2014
Q2 		$2.24M Sell
26,092
-314
-1% -$25.6K 1.49% 4
2014
Q1 		$2.11M Buy
26,406
+320
+1% +$24.8K 1.39% 24
2013
Q4 		$1.99M Buy
26,086
+41
+0.2% +$2.84K 1.32% 30
2013
Q3 		$1.68M Sell
26,045
-2,866
-10% -$184K 1.2% 38
2013
Q2 		$1.83M Buy
+28,911
New +$1.83M 1.29% 29

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

Eads & Heald Wealth Management's DIS Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Walt Disney (DIS) stake by 0.54% in Q1 2026, selling an estimated $5.92K and leaving 10,397 shares worth $1M. The position accounts for 0.5% of the portfolio, ranked #81.

Eads & Heald Wealth Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3M in Q4 2020. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Eads & Heald Wealth Management held 10,397 shares of Walt Disney worth $1M as of Q1 2026.
  • Eads & Heald Wealth Management sold 56 Walt Disney shares in Q1 2026, an estimated $5.92K.
  • Walt Disney made up 0.5% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Eads & Heald Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Walt Disney position peaked at $3M in Q4 2020.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.