Evermay Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $173K | Sell |
1,795
-31
| -2% | -$3.28K | 0.02% | 209 |
|
|
2025
Q4 | $209K | Sell |
1,826
-36
| -2% | -$3.96K | 0.02% | 195 |
|
|
2025
Q3 | $213K | Sell |
1,862
-215
| -10% | -$25.3K | 0.02% | 190 |
|
|
2025
Q2 | $258K | Buy |
2,077
+100
| +5% | +$10.4K | 0.03% | 178 |
|
|
2025
Q1 | $195K | Sell |
1,977
-90
| -4% | -$9.67K | 0.03% | 191 |
|
|
2024
Q4 | $231K | Sell |
2,067
-110
| -5% | -$11.6K | 0.04% | 180 |
|
|
2024
Q3 | $209K | Sell |
2,177
-1,742
| -44% | -$160K | 0.03% | 196 |
|
|
2024
Q2 | $389K | Sell |
3,919
-280
| -7% | -$30.1K | 0.06% | 144 |
|
|
2024
Q1 | $514K | Buy |
4,199
+1,494
| +55% | +$156K | 0.08% | 124 |
|
|
2023
Q4 | $245K | Sell |
2,705
-971
| -26% | -$85.6K | 0.05% | 165 |
|
|
2023
Q3 | $298K | Buy |
3,676
+709
| +24% | +$60.6K | 0.06% | 127 |
|
|
2023
Q2 | $265K | Sell |
2,967
-492
| -14% | -$46.6K | 0.05% | 152 |
|
|
2023
Q1 | $346K | Buy |
3,459
+108
| +3% | +$10.9K | 0.07% | 121 |
|
|
2022
Q4 | $291K | Sell |
3,351
-1,680
| -33% | -$161K | 0.06% | 138 |
|
|
2022
Q3 | $475K | Sell |
5,031
-380
| -7% | -$40.7K | 0.09% | 92 |
|
|
2022
Q2 | $511K | Sell |
5,411
-207
| -4% | -$23K | 0.1% | 86 |
|
|
2022
Q1 | $771K | Buy |
5,618
+149
| +3% | +$21.5K | 0.13% | 79 |
|
|
2021
Q4 | $847K | Buy |
5,469
+277
| +5% | +$44.7K | 0.15% | 53 |
|
|
2021
Q3 | $878K | Sell |
5,192
-548
| -10% | -$97.7K | 0.17% | 49 |
|
|
2021
Q2 | $1.01M | Sell |
5,740
-120
| -2% | -$21.6K | 0.19% | 50 |
|
|
2021
Q1 | $1.08M | Sell |
5,860
-103
| -2% | -$19K | 0.22% | 44 |
|
|
2020
Q4 | $1.08M | Sell |
5,963
-2,275
| -28% | -$327K | 0.24% | 42 |
|
|
2020
Q3 | $1.02M | Sell |
8,238
-44
| -0.5% | -$5.5K | 0.25% | 41 |
|
|
2020
Q2 | $923K | Sell |
8,282
-550
| -6% | -$60.7K | 0.24% | 43 |
|
|
2020
Q1 | $853K | Buy |
8,832
+2,438
| +38% | +$308K | 0.26% | 43 |
|
|
2019
Q4 | $925K | Sell |
6,394
-30
| -0.5% | -$4.19K | 0.23% | 49 |
|
|
2019
Q3 | $837K | Buy |
6,424
+1,145
| +22% | +$158K | 0.23% | 49 |
|
|
2019
Q2 | $737K | Buy |
5,279
+94
| +2% | +$12.5K | 0.2% | 52 |
|
|
2019
Q1 | $576K | Buy |
5,185
+2,965
| +134% | +$331K | 0.16% | 61 |
|
|
2018
Q4 | $243K | Buy |
2,220
+6
| +0.3% | +$682 | 0.08% | 117 |
|
|
2018
Q3 | $259K | Buy |
2,214
+1
| +0% | +$111 | 0.08% | 118 |
|
|
2018
Q2 | $232K | Buy |
2,213
+103
| +5% | +$10.5K | 0.08% | 123 |
|
|
2018
Q1 | $212K | Sell |
2,110
-448
| -18% | -$47.6K | 0.07% | 128 |
|
|
2017
Q4 | $275K | Sell |
2,558
-393
| -13% | -$40.5K | 0.1% | 109 |
|
|
2017
Q3 | $291K | Buy |
2,951
+131
| +5% | +$13.5K | 0.13% | 70 |
|
|
2017
Q2 | $300K | Sell |
2,820
-100
| -3% | -$10.9K | 0.13% | 64 |
|
|
2017
Q1 | $331K | Buy |
+2,920
| New | +$322K | 0.15% | 55 |
|
Other funds holding DIS
VCM
VPM
Evermay Wealth Management's DIS Position: Q1 2026 in Review
Evermay Wealth Management reduced its Walt Disney (DIS) stake by 1.7% in Q1 2026, selling an estimated $3.28K and leaving 1,795 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #209.
Evermay Wealth Management first reported a position in DIS in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.08M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Evermay Wealth Management held 1,795 shares of Walt Disney worth $173K as of Q1 2026.
- Evermay Wealth Management sold 31 Walt Disney shares in Q1 2026, an estimated $3.28K.
- Walt Disney made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #209 holding.
- Evermay Wealth Management first reported a position in Walt Disney in Q1 2017 and has held it in 37 quarters since.
- Evermay Wealth Management's Walt Disney position peaked at $1.08M in Q1 2021.
- 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.