Focused Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
11,771
+224
| +2% | +$22.8K | 0.1% | 85 |
|
|
2026
Q1 | $1.11M | Buy |
11,547
+183
| +2% | +$19.3K | 0.12% | 77 |
|
|
2025
Q4 | $1.29M | Buy |
11,364
+72
| +0.6% | +$7.93K | 0.14% | 66 |
|
|
2025
Q3 | $1.29M | Sell |
11,292
-1,070
| -9% | -$126K | 0.14% | 65 |
|
|
2025
Q2 | $1.53M | Sell |
12,362
-4,799
| -28% | -$499K | 0.19% | 52 |
|
|
2025
Q1 | $1.69M | Sell |
17,161
-1,271
| -7% | -$137K | 0.23% | 46 |
|
|
2024
Q4 | $2.05M | Sell |
18,432
-2,959
| -14% | -$311K | 0.28% | 40 |
|
|
2024
Q3 | $2.06M | Buy |
21,391
+2,701
| +14% | +$249K | 0.27% | 46 |
|
|
2024
Q2 | $1.86M | Sell |
18,690
-14,895
| -44% | -$1.6M | 0.27% | 40 |
|
|
2024
Q1 | $4.11M | Sell |
33,585
-2,064
| -6% | -$216K | 0.63% | 28 |
|
|
2023
Q4 | $3.22M | Sell |
35,649
-2
| -0% | -$176 | 0.53% | 34 |
|
|
2023
Q3 | $2.89M | Buy |
35,651
+4,894
| +16% | +$418K | 0.51% | 33 |
|
|
2023
Q2 | $2.75M | Buy |
30,757
+6,599
| +27% | +$625K | 0.49% | 32 |
|
|
2023
Q1 | $2.42M | Buy |
24,158
+84
| +0.3% | +$8.47K | 0.49% | 32 |
|
|
2022
Q4 | $2.09M | Buy |
24,074
+3,621
| +18% | +$346K | 0.43% | 36 |
|
|
2022
Q3 | $1.93M | Sell |
20,453
-35
| -0.2% | -$3.75K | 0.4% | 35 |
|
|
2022
Q2 | $1.93M | Buy |
20,488
+417
| +2% | +$46.3K | 0.35% | 44 |
|
|
2022
Q1 | $2.75M | Buy |
20,071
+17,900
| +825% | +$2.59M | 0.44% | 35 |
|
|
2021
Q4 | $336K | Buy |
2,171
+6
| +0.3% | +$969 | 0.05% | 116 |
|
|
2021
Q3 | $366K | Buy |
2,165
+2
| +0.1% | +$356 | 0.06% | 116 |
|
|
2021
Q2 | $380K | Buy |
2,163
+19
| +0.9% | +$3.42K | 0.06% | 114 |
|
|
2021
Q1 | $396K | Sell |
2,144
-85
| -4% | -$15.7K | 0.07% | 109 |
|
|
2020
Q4 | $404K | Sell |
2,229
-89
| -4% | -$12.8K | 0.08% | 107 |
|
|
2020
Q3 | $288K | Hold |
2,318
| – | – | 0.06% | 113 |
|
|
2020
Q2 | $258K | Sell |
2,318
-874
| -27% | -$96.5K | 0.06% | 115 |
|
|
2020
Q1 | $308K | Sell |
3,192
-111
| -3% | -$14K | 0.09% | 95 |
|
|
2019
Q4 | $478K | Buy |
3,303
+264
| +9% | +$36.8K | 0.11% | 86 |
|
|
2019
Q3 | $396K | Sell |
3,039
-217
| -7% | -$30K | 0.11% | 87 |
|
|
2019
Q2 | $455K | Sell |
3,256
-667
| -17% | -$88.5K | 0.12% | 86 |
|
|
2019
Q1 | $436K | Buy |
3,923
+1,882
| +92% | +$210K | 0.13% | 87 |
|
|
2018
Q4 | $224K | Buy |
2,041
+420
| +26% | +$47.8K | 0.08% | 132 |
|
|
2018
Q3 | $190K | Sell |
1,621
-156
| -9% | -$17.4K | 0.06% | 151 |
|
|
2018
Q2 | $186K | Sell |
1,777
-4,663
| -72% | -$477K | 0.06% | 162 |
|
|
2018
Q1 | $647K | Buy |
6,440
+486
| +8% | +$51.6K | 0.21% | 74 |
|
|
2017
Q4 | $640K | Sell |
5,954
-576
| -9% | -$59.3K | 0.21% | 69 |
|
|
2017
Q3 | $644K | Buy |
6,530
+1,168
| +22% | +$120K | 0.21% | 69 |
|
|
2017
Q2 | $570K | Buy |
5,362
+24
| +0.4% | +$2.63K | 0.21% | 70 |
|
|
2017
Q1 | $605K | Buy |
5,338
+74
| +1% | +$8.15K | 0.24% | 65 |
|
|
2016
Q4 | $549K | Sell |
5,264
-49
| -0.9% | -$4.78K | 0.23% | 69 |
|
|
2016
Q3 | $493K | Buy |
5,313
+96
| +2% | +$9.19K | 0.22% | 70 |
|
|
2016
Q2 | $510K | Sell |
5,217
-94
| -2% | -$9.4K | 0.23% | 65 |
|
|
2016
Q1 | $527K | Buy |
5,311
+2,924
| +122% | +$282K | 0.29% | 58 |
|
|
2015
Q4 | $251K | Buy |
2,387
+120
| +5% | +$13.4K | 0.14% | 97 |
|
|
2015
Q3 | $232K | Buy |
2,267
+416
| +22% | +$45.3K | 0.15% | 89 |
|
|
2015
Q2 | $211K | Hold |
1,851
| – | – | 0.13% | 89 |
|
|
2015
Q1 | $194K | Buy |
1,851
+3
| +0.2% | +$303 | 0.12% | 101 |
|
|
2014
Q4 | $174K | Buy |
1,848
+204
| +12% | +$18.4K | 0.12% | 100 |
|
|
2014
Q3 | $146K | Hold |
1,644
| – | – | 0.11% | 115 |
|
|
2014
Q2 | $141K | Hold |
1,644
| – | – | 0.11% | 109 |
|
|
2014
Q1 | $132K | Buy |
1,644
+2
| +0.1% | +$155 | 0.11% | 109 |
|
|
2013
Q4 | $125K | Buy |
1,642
+10
| +0.6% | +$693 | 0.1% | 114 |
|
|
2013
Q3 | $105K | Buy |
+1,632
| New | +$105K | 0.1% | 119 |
|
Other funds holding DIS
Focused Wealth Management's DIS Position: Q2 2026 in Review
Focused Wealth Management increased its Walt Disney (DIS) stake by 1.9% in Q2 2026, buying an estimated $22.8K and bringing the position to 11,771 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #85.
Focused Wealth Management first reported a position in DIS in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.11M in Q1 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Focused Wealth Management held 11,771 shares of Walt Disney worth $1.13M as of Q2 2026.
- Focused Wealth Management bought 224 Walt Disney shares in Q2 2026, an estimated $22.8K.
- Walt Disney made up 0.1% of Focused Wealth Management's portfolio in Q2 2026, its #85 holding.
- Focused Wealth Management first reported a position in Walt Disney in Q3 2013 and has held it in 52 quarters since.
- Focused Wealth Management's Walt Disney position peaked at $4.11M in Q1 2024.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.