F/M Investments’s Walt Disney DIS Stock Holding History

F/M Investments’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 Q2	$915K	Buy	9,505 +2,586	+37%	+$264K	0.05%	196
2026 Q1	$667K	Sell	6,919 -41,920	-86%	-$4.43M	0.04%	211
2025 Q4	$5.56M	Sell	48,839 -4,179	-8%	-$460K	0.21%	115
2025 Q3	$6.07M	Sell	53,018 -2,779	-5%	-$327K	0.23%	98
2025 Q2	$6.93M	Buy	55,797 +659	+1%	+$68.5K	0.25%	82
2025 Q1	$5.46M	Sell	55,138 -1,178	-2%	-$127K	0.22%	91
2024 Q4	$6.27M	Buy	56,316 +51,859	+1,164%	+$5.45M	0.23%	90
2024 Q3	$446K	Buy	+4,457	New	+$410K	0.01%	291
2024 Q2	–	Sell	-4,431	Closed	-$555K	–	324
2024 Q1	$555K	Buy	4,431 +13	+0.3%	+$1.36K	0.38%	43
2023 Q4	$419K	Hold	4,418	–	–	0.24%	59
2023 Q3	$380K	Hold	4,418	–	–	0.28%	54
2023 Q2	$414K	Sell	4,418 -359	-8%	-$34K	0.31%	54
2023 Q1	$510K	Buy	4,777 +200	+4%	+$20.2K	0.51%	38
2022 Q4	$398K	Buy	+4,577	New	+$438K	0.48%	43
2022 Q3	–	Sell	-4,544	Closed	-$796K	–	53
2022 Q2	$796K	Hold	4,544	–	–	0.63%	36
2022 Q1	$623K	Hold	4,544	–	–	0.5%	38
2021 Q4	$704K	Hold	4,544	–	–	0.52%	40
2021 Q3	$769K	Hold	4,544	–	–	0.55%	41
2021 Q2	$796K	Buy	4,544 +120	+3%	+$21.6K	0.63%	36
2021 Q1	$816K	Sell	4,424 -395	-8%	-$72.8K	0.64%	38
2020 Q4	$873K	Buy	+4,819	New	+$692K	0.76%	33

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

F/M Investments's DIS Position: Q2 2026 in Review

F/M Investments increased its Walt Disney (DIS) stake by 37% in Q2 2026, buying an estimated $264K and bringing the position to 9,505 shares worth $915K. The position accounts for 0.05% of the portfolio, ranked #196.

F/M Investments first reported a position in DIS in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.93M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

F/M Investments held 9,505 shares of Walt Disney worth $915K as of Q2 2026.
F/M Investments bought 2,586 Walt Disney shares in Q2 2026, an estimated $264K.
Walt Disney made up 0.05% of F/M Investments's portfolio in Q2 2026, its #196 holding.
F/M Investments first reported a position in Walt Disney in Q4 2020 and has held it in 21 quarters since.
F/M Investments's Walt Disney position peaked at $6.93M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.