IFG Advisory’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,016
| Closed | -$457K | – | 455 |
|
|
2025
Q4 | $457K | Sell |
4,016
-149
| -4% | -$16.4K | 0.02% | 530 |
|
|
2025
Q3 | $477K | Sell |
4,165
-311
| -7% | -$36.6K | 0.02% | 504 |
|
|
2025
Q2 | $555K | Sell |
4,476
-35
| -0.8% | -$3.64K | 0.03% | 450 |
|
|
2025
Q1 | $445K | Buy |
4,511
+218
| +5% | +$23.4K | 0.02% | 461 |
|
|
2024
Q4 | $478K | Buy |
+4,293
| New | +$451K | 0.03% | 431 |
|
|
2024
Q3 | – | Sell |
-6,393
| Closed | -$635K | – | 440 |
|
|
2024
Q2 | $635K | Buy |
+6,393
| New | +$688K | 0.04% | 357 |
|
|
2024
Q1 | – | Sell |
-8,722
| Closed | -$788K | – | 419 |
|
|
2023
Q4 | $788K | Buy |
8,722
+208
| +2% | +$18.3K | 0.06% | 292 |
|
|
2023
Q3 | $690K | Buy |
+8,514
| New | +$727K | 0.06% | 284 |
|
|
2023
Q2 | – | Sell |
-9,081
| Closed | -$909K | – | 358 |
|
|
2023
Q1 | $909K | Sell |
9,081
-399
| -4% | -$40.2K | 0.09% | 222 |
|
|
2022
Q4 | $823K | Sell |
9,480
-3,882
| -29% | -$371K | 0.08% | 229 |
|
|
2022
Q3 | $1.26M | Sell |
13,362
-9,974
| -43% | -$1.07M | 0.11% | 180 |
|
|
2022
Q2 | $2.2M | Buy |
23,336
+151
| +0.7% | +$16.8K | 0.23% | 92 |
|
|
2022
Q1 | $3.18M | Buy |
23,185
+529
| +2% | +$76.5K | 0.32% | 73 |
|
|
2021
Q4 | $3.51M | Buy |
22,656
+328
| +1% | +$53K | 0.34% | 64 |
|
|
2021
Q3 | $3.78M | Buy |
22,328
+926
| +4% | +$165K | 0.41% | 52 |
|
|
2021
Q2 | $3.76M | Sell |
21,402
-2,436
| -10% | -$438K | 0.42% | 50 |
|
|
2021
Q1 | $4.4M | Buy |
23,838
+1,072
| +5% | +$198K | 0.55% | 37 |
|
|
2020
Q4 | $4.12M | Buy |
22,766
+666
| +3% | +$95.6K | 0.57% | 37 |
|
|
2020
Q3 | $2.74M | Buy |
22,100
+595
| +3% | +$74.4K | 0.44% | 51 |
|
|
2020
Q2 | $2.4M | Buy |
21,505
+1,652
| +8% | +$182K | 0.43% | 55 |
|
|
2020
Q1 | $1.92M | Buy |
19,853
+4,600
| +30% | +$582K | 0.43% | 61 |
|
|
2019
Q4 | $2.21M | Sell |
15,253
-2,915
| -16% | -$407K | 0.4% | 68 |
|
|
2019
Q3 | $2.37M | Sell |
18,168
-752
| -4% | -$104K | 0.46% | 56 |
|
|
2019
Q2 | $2.64M | Buy |
18,920
+1,761
| +10% | +$234K | 0.47% | 49 |
|
|
2019
Q1 | $1.91M | Buy |
17,159
+3,613
| +27% | +$404K | 0.36% | 62 |
|
|
2018
Q4 | $1.49M | Sell |
13,546
-257
| -2% | -$29.2K | 0.35% | 70 |
|
|
2018
Q3 | $1.61M | Buy |
13,803
+1,795
| +15% | +$200K | 0.3% | 75 |
|
|
2018
Q2 | $1.26M | Buy |
12,008
+161
| +1% | +$16.5K | 0.26% | 90 |
|
|
2018
Q1 | $1.19M | Buy |
11,847
+1,227
| +12% | +$130K | 0.26% | 86 |
|
|
2017
Q4 | $1.14M | Buy |
+10,620
| New | +$1.09M | 0.26% | 88 |
|
Other funds holding DIS
VCM
VPM
IFG Advisory's DIS Position: Q1 2026 in Review
IFG Advisory sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 4,016 shares — an estimated $457K sold.
IFG Advisory first reported a position in DIS in Q4 2017 and held it in 30 quarters. The position peaked at $4.4M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- IFG Advisory reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 4,016 Walt Disney shares in Q1 2026, an estimated $457K.
- IFG Advisory first reported a position in Walt Disney in Q4 2017 and held it in 30 quarters.
- IFG Advisory's Walt Disney position peaked at $4.4M in Q1 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.