FWM
DIS icon

FMA Wealth Management’s Walt Disney DIS Stock Holding History

FMA 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
2026
Q2 		$212K Hold
2,200
– – 0.14% 42
2026
Q1 		$212K Hold
2,200
– – 0.14% 37
2025
Q4 		$250K Hold
2,200
– – 0.16% 35
2025
Q3 		$252K Hold
2,200
– – 0.17% 34
2025
Q2 		$273K Buy
+2,200
New +$229K 0.2% 33
2025
Q1 		– Sell
-2,200
Closed -$245K – 44
2024
Q4 		$245K Hold
2,200
– – 0.18% 35
2024
Q3 		$212K Hold
2,200
– – 0.15% 41
2024
Q2 		$218K Hold
2,200
– – 0.18% 40
2024
Q1 		$269K Buy
+2,200
New +$230K 0.22% 36

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

FMA Wealth Management's DIS Position: Q2 2026 in Review

FMA Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 2,200 shares worth $212K. The position accounts for 0.14% of the portfolio, ranked #42.

FMA Wealth Management first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $273K in Q2 2025. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • FMA Wealth Management held 2,200 shares of Walt Disney worth $212K as of Q2 2026.
  • FMA Wealth Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.14% of FMA Wealth Management's portfolio in Q2 2026, its #42 holding.
  • FMA Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
  • FMA Wealth Management's Walt Disney position peaked at $273K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.