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IFG Advisors’s Walt Disney DIS Stock Holding History

IFG 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 		$474K Buy
4,921
+123
+3% +$12.5K 0.07% 99
2026
Q1 		$462K Sell
4,798
-9
-0.2% -$951 0.08% 95
2025
Q4 		$547K Sell
4,807
-112
-2% -$12.3K 0.09% 85
2025
Q3 		$563K Sell
4,919
-29
-0.6% -$3.42K 0.09% 84
2025
Q2 		$614K Buy
4,948
+210
+4% +$21.8K 0.1% 79
2025
Q1 		$468K Sell
4,738
-15
-0.3% -$1.61K 0.09% 88
2024
Q4 		$529K Buy
4,753
+248
+6% +$26.1K 0.11% 80
2024
Q3 		$433K Buy
4,505
+1
+0% +$92 0.09% 85
2024
Q2 		$447K Buy
4,504
+131
+3% +$14.1K 0.11% 83
2024
Q1 		$535K Sell
4,373
-90
-2% -$9.4K 0.14% 71
2023
Q4 		$403K Buy
4,463
+15
+0.3% +$1.32K 0.12% 78
2023
Q3 		$361K Buy
4,448
+119
+3% +$10.2K 0.13% 78
2023
Q2 		$386K Hold
4,329
– – 0.14% 78
2023
Q1 		$433K Hold
4,329
– – 0.17% 68
2022
Q4 		$376K Sell
4,329
-65
-1% -$6.22K 0.16% 77
2022
Q3 		$414K Buy
4,394
+100
+2% +$10.7K 0.21% 64
2022
Q2 		$405K Sell
4,294
-1,414
-25% -$157K 0.2% 64
2022
Q1 		$783K Buy
5,708
+17
+0.3% +$2.46K 0.35% 43
2021
Q4 		$881K Sell
5,691
-197
-3% -$31.8K 0.37% 39
2021
Q3 		$996K Buy
5,888
+19
+0.3% +$3.39K 0.46% 33
2021
Q2 		$1.03M Buy
5,869
+211
+4% +$37.9K 0.49% 28
2021
Q1 		$1.04M Buy
5,658
+2
+0% +$369 0.57% 23
2020
Q4 		$1.02M Buy
5,656
+8
+0.1% +$1.15K 0.63% 18
2020
Q3 		$700K Buy
5,648
+53
+0.9% +$6.63K 0.5% 23
2020
Q2 		$624K Buy
5,595
+50
+0.9% +$5.52K 0.49% 26
2020
Q1 		$536K Buy
5,545
+3,608
+186% +$456K 0.53% 30
2019
Q4 		$280K Hold
1,937
– – 0.23% 50
2019
Q3 		$252K Buy
+1,937
New +$268K 0.23% 51

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

IFG Advisors's DIS Position: Q2 2026 in Review

IFG Advisors increased its Walt Disney (DIS) stake by 2.6% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,921 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #99.

IFG Advisors first reported a position in DIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.04M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • IFG Advisors held 4,921 shares of Walt Disney worth $474K as of Q2 2026.
  • IFG Advisors bought 123 Walt Disney shares in Q2 2026, an estimated $12.5K.
  • Walt Disney made up 0.07% of IFG Advisors's portfolio in Q2 2026, its #99 holding.
  • IFG Advisors first reported a position in Walt Disney in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisors's Walt Disney position peaked at $1.04M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.