Financial Freedom LLC’s Walt Disney DIS Stock Holding History

Financial Freedom LLC’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	$287K	Hold	2,986	–	–	0.13%	95
2026 Q1	$288K	Buy	2,986 +175	+6%	+$18.5K	0.14%	91
2025 Q4	$320K	Hold	2,811	–	–	0.16%	81
2025 Q3	$322K	Buy	2,811 +2	+0.1%	+$236	0.16%	80
2025 Q2	$348K	Buy	2,809 +1	+0%	+$104	0.19%	79
2025 Q1	$277K	Sell	2,808 -16	-0.6%	-$1.72K	0.16%	81
2024 Q4	$314K	Hold	2,824	–	–	0.17%	74
2024 Q3	$272K	Sell	2,824 -326	-10%	-$30K	0.14%	82
2024 Q2	$313K	Buy	3,150 +141	+5%	+$15.2K	0.18%	76
2024 Q1	$368K	Buy	3,009 +3	+0.1%	+$313	0.22%	75
2023 Q4	$271K	Hold	3,006	–	–	0.17%	77
2023 Q3	$244K	Sell	3,006 -27	-0.9%	-$2.31K	0.17%	77
2023 Q2	$271K	Hold	3,033	–	–	0.19%	72
2023 Q1	$304K	Hold	3,033	–	–	0.22%	64
2022 Q4	$263K	Buy	+3,033	New	+$290K	0.18%	63

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

Financial Freedom LLC's DIS Position: Q2 2026 in Review

Financial Freedom LLC held its Walt Disney (DIS) position steady in Q2 2026 at 2,986 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #95.

Financial Freedom LLC first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $368K in Q1 2024. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Financial Freedom LLC held 2,986 shares of Walt Disney worth $287K as of Q2 2026.
Financial Freedom LLC left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.13% of Financial Freedom LLC's portfolio in Q2 2026, its #95 holding.
Financial Freedom LLC first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's Walt Disney position peaked at $368K in Q1 2024.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.