First Command Bank’s Walt Disney DIS Stock Holding History

First Command Bank’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
2023 Q2	$623K	Buy	6,979 +408	+6%	+$38.6K	0.06%	77
2023 Q1	$658K	Sell	6,571 -2,069	-24%	-$209K	0.07%	73
2022 Q4	$751K	Sell	8,640 -807	-9%	-$77.2K	0.1%	61
2022 Q3	$891K	Sell	9,447 -993	-10%	-$106K	0.13%	45
2022 Q2	$986K	Sell	10,440 -105	-1%	-$11.7K	0.14%	44
2022 Q1	$1.45M	Buy	10,545 +3,655	+53%	+$528K	0.2%	30
2021 Q4	$1.17M	Hold	6,890	–	–	0.2%	41
2021 Q3	$1.17M	Buy	6,890 +1,107	+19%	+$197K	0.2%	41
2021 Q2	$1.02M	Buy	5,783 +279	+5%	+$50.2K	0.11%	49
2021 Q1	$1.02M	Sell	5,504 -115	-2%	-$21.2K	0.22%	45
2020 Q4	$1.02M	Buy	5,619 +326	+6%	+$46.8K	0.25%	39
2020 Q3	$657K	Buy	5,293 +65	+1%	+$8.13K	0.19%	54
2020 Q2	$583K	Buy	5,228 +62	+1%	+$6.84K	0.19%	56
2020 Q1	$499K	Sell	5,166 -3	-0.1%	-$379	0.27%	58
2019 Q4	$747K	Buy	5,169 +245	+5%	+$34.2K	0.35%	47
2019 Q3	$642K	Hold	4,924	–	–	0.32%	46
2019 Q2	$688K	Buy	4,924 +648	+15%	+$85.9K	0.35%	44
2019 Q1	$474K	Buy	4,276 +15	+0.4%	+$1.68K	0.24%	64
2018 Q4	$467K	Sell	4,261 -200	-4%	-$22.7K	0.24%	55
2018 Q3	$521K	Buy	4,461 +390	+10%	+$43.4K	0.15%	68
2018 Q2	$427K	Sell	4,071 -395	-9%	-$40.4K	0.12%	74
2018 Q1	$449K	Sell	4,466 -1,882	-30%	-$200K	0.24%	58
2017 Q4	$683K	Sell	6,348 -95	-1%	-$9.79K	0.38%	39
2017 Q3	$635K	Sell	6,443 -906	-12%	-$93.2K	0.4%	40
2017 Q2	$781K	Sell	7,349 -30	-0.4%	-$3.29K	0.51%	34
2017 Q1	$837K	Buy	7,379 +165	+2%	+$18.2K	0.59%	32
2016 Q4	$752K	Buy	+7,214	New	+$703K	0.6%	31

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

First Command Bank's DIS Position: Q2 2023 in Review

First Command Bank increased its Walt Disney (DIS) stake by 6.2% in Q2 2023, buying an estimated $38.6K and bringing the position to 6,979 shares worth $623K. The position accounts for 0.06% of the portfolio, ranked #77.

First Command Bank first reported a position in DIS in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.45M in Q1 2022. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

First Command Bank held 6,979 shares of Walt Disney worth $623K as of Q2 2023.
First Command Bank bought 408 Walt Disney shares in Q2 2023, an estimated $38.6K.
Walt Disney made up 0.06% of First Command Bank's portfolio in Q2 2023, its #77 holding.
First Command Bank first reported a position in Walt Disney in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Walt Disney position peaked at $1.45M in Q1 2022.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.