GWA
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GGM Wealth Advisors’s Walt Disney DIS Stock Holding History

GGM 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
2025
Q1 		$286K Buy
3,168
+3
+0.1% +$322 0.16% 104
2024
Q4 		$352K Sell
3,165
-316
-9% -$33.2K 0.18% 95
2024
Q3 		$335K Sell
3,481
-598
-15% -$55K 0.14% 105
2024
Q2 		$405K Sell
4,079
-770
-16% -$82.9K 0.19% 87
2024
Q1 		$572K Sell
4,849
-1,030
-18% -$108K 0.27% 65
2023
Q4 		$561K Buy
5,879
+1
+0% +$88 0.23% 77
2023
Q3 		$476K Sell
5,878
-25
-0.4% -$2.13K 0.21% 81
2023
Q2 		$528K Buy
+5,903
New +$559K 0.21% 77
2023
Q1 		– Sell
-4,133
Closed -$388K – 79
2022
Q4 		$388K Sell
4,133
-403
-9% -$38.5K 0.2% 83
2022
Q3 		$473K Buy
4,536
+137
+3% +$14.7K 0.26% 73
2022
Q2 		$411K Buy
4,399
+593
+16% +$65.8K 0.23% 81
2022
Q1 		$501K Buy
3,806
+1,646
+76% +$238K 0.25% 77
2021
Q4 		$340K Sell
2,160
-3
-0.1% -$485 0.27% 71
2021
Q3 		$371K Sell
2,163
-20
-0.9% -$3.56K 0.29% 66
2021
Q2 		$391K Hold
2,183
– – 0.33% 56
2021
Q1 		$406K Sell
2,183
-253
-10% -$46.7K 0.32% 54
2020
Q4 		$428K Buy
+2,436
New +$350K 0.42% 44

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GGM Wealth Advisors's DIS Position: Q1 2025 in Review

GGM Wealth Advisors increased its Walt Disney (DIS) stake by 0.09% in Q1 2025, buying an estimated $322 and bringing the position to 3,168 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #104.

GGM Wealth Advisors first reported a position in DIS in Q4 2020 and has held it in 17 quarters since. The position peaked at $572K in Q1 2024. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • GGM Wealth Advisors held 3,168 shares of Walt Disney worth $286K as of Q1 2025.
  • GGM Wealth Advisors bought 3 Walt Disney shares in Q1 2025, an estimated $322.
  • Walt Disney made up 0.16% of GGM Wealth Advisors's portfolio in Q1 2025, its #104 holding.
  • GGM Wealth Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's Walt Disney position peaked at $572K in Q1 2024.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.