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HFM Investment Advisors’s Walt Disney DIS Stock Holding History

HFM Investment 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 		$6.74K Buy
70
+27
+63% +$2.75K ﹤0.01% 158
2026
Q1 		$4.14K Sell
43
-32
-43% -$3.38K ﹤0.01% 164
2025
Q4 		$8.53K Buy
75
+24
+47% +$2.64K ﹤0.01% 133
2025
Q3 		$5.84K Buy
51
+4
+9% +$471 ﹤0.01% 116
2025
Q2 		$5.83K Buy
47
+11
+31% +$1.14K ﹤0.01% 115
2025
Q1 		$3.55K Buy
+36
New +$3.87K ﹤0.01% 119

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's DIS Position: Q2 2026 in Review

HFM Investment Advisors increased its Walt Disney (DIS) stake by 63% in Q2 2026, buying an estimated $2.75K and bringing the position to 70 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

HFM Investment Advisors first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.53K in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HFM Investment Advisors held 70 shares of Walt Disney worth $6.74K as of Q2 2026.
  • HFM Investment Advisors bought 27 Walt Disney shares in Q2 2026, an estimated $2.75K.
  • Walt Disney made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • HFM Investment Advisors first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Walt Disney position peaked at $8.53K in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.