IFS Advisors’s Walt Disney DIS Stock Holding History

IFS 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	$19.5K	Buy	202 +100	+98%	+$10.6K	0.01%	91
2025 Q4	$11.6K	Hold	102	–	–	0.01%	93
2025 Q3	$11.7K	Hold	102	–	–	0.01%	88
2025 Q2	$12.6K	Sell	102 -97	-49%	-$10.1K	0.01%	78
2025 Q1	$19.6K	Buy	199 +97	+95%	+$10.4K	0.02%	68
2024 Q4	$11.4K	Hold	102	–	–	0.01%	81
2024 Q3	$9.81K	Hold	102	–	–	0.01%	77
2024 Q2	$10.1K	Hold	102	–	–	0.01%	66
2024 Q1	$12.5K	Hold	102	–	–	0.01%	52
2023 Q4	$9.21K	Hold	102	–	–	0.01%	63
2023 Q3	$8.27K	Hold	102	–	–	0.02%	66
2023 Q2	$9.11K	Hold	102	–	–	0.02%	65
2023 Q1	$10.2K	Hold	102	–	–	0.04%	49
2022 Q4	$8.86K	Hold	102	–	–	0.02%	61
2022 Q3	$9K	Hold	102	–	–	0.02%	48
2022 Q2	$9K	Hold	102	–	–	0.02%	49
2022 Q1	$13K	Hold	102	–	–	0.01%	52
2021 Q4	$15K	Buy	+102	New	+$16.5K	0.01%	60
2021 Q1	–	Sell	-188	Closed	-$34K	–	54
2020 Q4	$34K	Buy	+188	New	+$27K	0.03%	54

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFS Advisors's DIS Position: Q1 2026 in Review

IFS Advisors increased its Walt Disney (DIS) stake by 98% in Q1 2026, buying an estimated $10.6K and bringing the position to 202 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #91.

IFS Advisors first reported a position in DIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $34K in Q4 2020. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

IFS Advisors held 202 shares of Walt Disney worth $19.5K as of Q1 2026.
IFS Advisors bought 100 Walt Disney shares in Q1 2026, an estimated $10.6K.
Walt Disney made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #91 holding.
IFS Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Walt Disney position peaked at $34K in Q4 2020.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.