GWM
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Graybill Wealth Management’s Walt Disney DIS Stock Holding History

Graybill 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 		$4.63M Buy
48,124
+237
+0.5% +$24.2K 1.25% 40
2026
Q1 		$4.62M Buy
47,887
+11,153
+30% +$1.18M 1.41% 37
2025
Q4 		$4.18M Buy
36,734
+626
+2% +$68.9K 1.23% 37
2025
Q3 		$4.13M Sell
36,108
-293
-0.8% -$34.5K 1.27% 35
2025
Q2 		$4.51M Buy
36,401
+302
+0.8% +$31.4K 1.47% 31
2025
Q1 		$3.56M Buy
+36,099
New +$3.88M 1.22% 38
2024
Q3 		$3.2M Sell
33,281
-18
-0.1% -$1.66K 1.19% 39
2024
Q2 		$3.31M Buy
33,299
+916
+3% +$98.6K 1.34% 38
2024
Q1 		$3.96M Sell
32,383
-63
-0.2% -$6.58K 1.67% 33
2023
Q4 		$2.93M Buy
32,446
+414
+1% +$36.5K 1.3% 40
2023
Q3 		$2.6M Buy
32,032
+507
+2% +$43.3K 1.27% 41
2023
Q2 		$2.81M Sell
31,525
-199
-0.6% -$18.9K 1.34% 40
2023
Q1 		$3.18M Buy
31,724
+420
+1% +$42.3K 1.62% 31
2022
Q4 		$2.72M Buy
31,304
+267
+0.9% +$25.5K 1.47% 35
2022
Q3 		$2.93M Buy
31,037
+474
+2% +$50.7K 1.74% 30
2022
Q2 		$2.88M Sell
30,563
-619
-2% -$68.7K 1.6% 33
2022
Q1 		$4.28M Buy
31,182
+1,667
+6% +$241K 2.09% 17
2021
Q4 		$4.57M Buy
29,515
+149
+0.5% +$24.1K 2.07% 20
2021
Q3 		$4.97M Buy
29,366
+189
+0.6% +$33.7K 2.45% 11
2021
Q2 		$5.13M Buy
29,177
+148
+0.5% +$26.6K 2.53% 13
2021
Q1 		$5.36M Buy
29,029
+87
+0.3% +$16K 2.84% 8
2020
Q4 		$5.24M Buy
28,942
+124
+0.4% +$17.8K 2.96% 9
2020
Q3 		$3.58M Buy
28,818
+215
+0.8% +$26.9K 2.33% 16
2020
Q2 		$3.19M Sell
28,603
-524
-2% -$57.8K 2.35% 21
2020
Q1 		$2.81M Buy
29,127
+875
+3% +$111K 2.49% 21
2019
Q4 		$4.09M Buy
28,252
+157
+0.6% +$21.9K 2.55% 16
2019
Q3 		$3.66M Buy
28,095
+859
+3% +$119K 2.48% 18
2019
Q2 		$3.8M Buy
27,236
+175
+0.6% +$23.2K 2.61% 20
2019
Q1 		$3M Buy
+27,061
New +$3.02M 2.1% 29

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

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

Graybill Wealth Management increased its Walt Disney (DIS) stake by 0.49% in Q2 2026, buying an estimated $24.2K and bringing the position to 48,124 shares worth $4.63M. The position accounts for 1.25% of the portfolio, ranked #40.

Graybill Wealth Management first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.36M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Graybill Wealth Management held 48,124 shares of Walt Disney worth $4.63M as of Q2 2026.
  • Graybill Wealth Management bought 237 Walt Disney shares in Q2 2026, an estimated $24.2K.
  • Walt Disney made up 1.25% of Graybill Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Graybill Wealth Management first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Graybill Wealth Management's Walt Disney position peaked at $5.36M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.