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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

HFM Investment Advisors's DIS Position: Q1 2026 in Review

HFM Investment Advisors reduced its Walt Disney (DIS) stake by 43% in Q1 2026, selling an estimated $3.38K and leaving 43 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

HFM Investment Advisors first reported a position in DIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.53K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • HFM Investment Advisors held 43 shares of Walt Disney worth $4.14K as of Q1 2026.
  • HFM Investment Advisors sold 32 Walt Disney shares in Q1 2026, an estimated $3.38K.
  • Walt Disney made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #164 holding.
  • HFM Investment Advisors first reported a position in Walt Disney in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Walt Disney position peaked at $8.53K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.