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Forum Financial Management’s Walt Disney DIS Stock Holding History

Forum Financial 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 		$833K Sell
8,659
-606
-7% -$61.8K 0.01% 151
2026
Q1 		$893K Sell
9,265
-24,943
-73% -$2.64M 0.01% 134
2025
Q4 		$3.89M Buy
34,208
+243
+0.7% +$26.8K 0.05% 83
2025
Q3 		$3.89M Sell
33,965
-390
-1% -$45.9K 0.05% 74
2025
Q2 		$4.26M Buy
34,355
+1,610
+5% +$167K 0.06% 65
2025
Q1 		$3.23M Buy
32,745
+742
+2% +$79.7K 0.05% 76
2024
Q4 		$3.56M Buy
32,003
+7,565
+31% +$795K 0.06% 68
2024
Q3 		$2.35M Buy
24,438
+787
+3% +$72.4K 0.04% 90
2024
Q2 		$2.35M Buy
23,651
+202
+0.9% +$21.7K 0.04% 80
2024
Q1 		$2.87M Buy
23,449
+5,831
+33% +$609K 0.05% 84
2023
Q4 		$1.59M Sell
17,618
-13,131
-43% -$1.16M 0.03% 112
2023
Q3 		$2.49M Buy
30,749
+611
+2% +$52.2K 0.06% 71
2023
Q2 		$2.69M Buy
30,138
+1,120
+4% +$106K 0.06% 64
2023
Q1 		$2.91M Sell
29,018
-178
-0.6% -$17.9K 0.08% 57
2022
Q4 		$2.54M Buy
29,196
+384
+1% +$36.7K 0.08% 60
2022
Q3 		$2.72M Buy
28,812
+2,496
+9% +$267K 0.13% 46
2022
Q2 		$2.48M Buy
26,316
+8,436
+47% +$936K 0.13% 50
2022
Q1 		$2.45M Sell
17,880
-2,472
-12% -$357K 0.12% 50
2021
Q4 		$3.15M Buy
+20,352
New +$3.29M 0.16% 38

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forum Financial Management's DIS Position: Q2 2026 in Review

Forum Financial Management reduced its Walt Disney (DIS) stake by 6.5% in Q2 2026, selling an estimated $61.8K and leaving 8,659 shares worth $833K. The position accounts for 0.01% of the portfolio, ranked #151.

Forum Financial Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.26M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Forum Financial Management held 8,659 shares of Walt Disney worth $833K as of Q2 2026.
  • Forum Financial Management sold 606 Walt Disney shares in Q2 2026, an estimated $61.8K.
  • Walt Disney made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #151 holding.
  • Forum Financial Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Walt Disney position peaked at $4.26M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.