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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Freedom LLC's DIS Position: Q1 2026 in Review

Financial Freedom LLC increased its Walt Disney (DIS) stake by 6.2% in Q1 2026, buying an estimated $18.5K and bringing the position to 2,986 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #91.

Financial Freedom LLC first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $368K in Q1 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Financial Freedom LLC held 2,986 shares of Walt Disney worth $288K as of Q1 2026.
Financial Freedom LLC bought 175 Walt Disney shares in Q1 2026, an estimated $18.5K.
Walt Disney made up 0.14% of Financial Freedom LLC's portfolio in Q1 2026, its #91 holding.
Financial Freedom LLC first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Walt Disney position peaked at $368K in Q1 2024.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.