EWM
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Executive Wealth Management’s Walt Disney DIS Stock Holding History

Executive 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
2024
Q4 		$305K Buy
2,743
+384
+16% +$40.3K 0.02% 207
2024
Q3 		$227K Buy
+2,359
New +$217K 0.02% 248
2024
Q2 		– Sell
-2,089
Closed -$254K – 150
2024
Q1 		$254K Buy
+2,089
New +$218K 0.02% 218
2023
Q3 		– Sell
-16,614
Closed -$1.48M – 203
2023
Q2 		$1.48M Buy
16,614
+6,730
+68% +$638K 0.15% 107
2023
Q1 		$990K Buy
9,884
+1,006
+11% +$101K 0.11% 118
2022
Q4 		$771K Buy
8,878
+7,989
+899% +$764K 0.09% 123
2022
Q3 		$889 Sell
889
-7,444
-89% -$797K 0.12% 111
2022
Q2 		$786K Sell
8,333
-2,812
-25% -$312K 0.11% 114
2022
Q1 		$1.53M Buy
11,145
+1,215
+12% +$176K 0.17% 99
2021
Q4 		$1.54M Buy
9,930
+505
+5% +$81.6K 0.15% 107
2021
Q3 		$1.59M Buy
9,425
+118
+1% +$21K 0.18% 96
2021
Q2 		$1.64M Buy
9,307
+284
+3% +$51.1K 0.18% 97
2021
Q1 		$1.67M Buy
9,023
+2,171
+32% +$400K 0.2% 95
2020
Q4 		$1.24M Buy
6,852
+841
+14% +$121K 0.15% 98
2020
Q3 		$745K Buy
6,011
+434
+8% +$54.2K 0.1% 99
2020
Q2 		$621K Sell
5,577
-1,898
-25% -$210K 0.09% 92
2020
Q1 		$722K Sell
7,475
-2,050
-22% -$259K 0.13% 85
2019
Q4 		$1.38M Sell
9,525
-324
-3% -$45.2K 0.19% 77
2019
Q3 		$1.28M Buy
9,849
+649
+7% +$89.7K 0.19% 76
2019
Q2 		$1.28M Sell
9,200
-665
-7% -$88.2K 0.18% 90
2019
Q1 		$1.09M Sell
9,865
-2,720
-22% -$304K 0.2% 86
2018
Q4 		$1.38M Buy
+12,585
New +$1.43M 0.24% 60

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's DIS Position: Q4 2024 in Review

Executive Wealth Management increased its Walt Disney (DIS) stake by 16% in Q4 2024, buying an estimated $40.3K and bringing the position to 2,743 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #207.

Executive Wealth Management first reported a position in DIS in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.67M in Q1 2021. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Executive Wealth Management held 2,743 shares of Walt Disney worth $305K as of Q4 2024.
  • Executive Wealth Management bought 384 Walt Disney shares in Q4 2024, an estimated $40.3K.
  • Walt Disney made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #207 holding.
  • Executive Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 22 quarters since.
  • Executive Wealth Management's Walt Disney position peaked at $1.67M in Q1 2021.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.