FWA
DIS icon

FSM Wealth Advisors’s Walt Disney DIS Stock Holding History

FSM Wealth Advisors’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 		$729K Buy
7,572
+1,152
+18% +$117K 0.08% 143
2026
Q1 		$619K Buy
6,420
+122
+2% +$12.9K 0.08% 140
2025
Q4 		$717K Buy
6,298
+1,136
+22% +$125K 0.1% 119
2025
Q3 		$591K Buy
5,162
+616
+14% +$72.6K 0.08% 150
2025
Q2 		$560K Buy
4,546
+1,892
+71% +$197K 0.09% 137
2025
Q1 		$262K Buy
2,654
+408
+18% +$43.8K 0.06% 171
2024
Q4 		$239K Buy
+2,246
New +$236K 0.06% 162
2024
Q2 		– Sell
-1,641
Closed -$201K – 163
2024
Q1 		$201K Buy
+1,641
New +$171K 0.07% 165

Other funds holding DIS

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FSM Wealth Advisors's DIS Position: Q2 2026 in Review

FSM Wealth Advisors increased its Walt Disney (DIS) stake by 18% in Q2 2026, buying an estimated $117K and bringing the position to 7,572 shares worth $729K. The position accounts for 0.08% of the portfolio, ranked #143.

FSM Wealth Advisors first reported a position in DIS in Q1 2024 and has held it in 8 quarters since. 1,547 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • FSM Wealth Advisors held 7,572 shares of Walt Disney worth $729K as of Q2 2026.
  • FSM Wealth Advisors bought 1,152 Walt Disney shares in Q2 2026, an estimated $117K.
  • Walt Disney made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • FSM Wealth Advisors first reported a position in Walt Disney in Q1 2024 and has held it in 8 quarters since.
  • 1,547 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.