Institute for Wealth Management’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
Q2 | $4.33M | Sell |
44,993
-954
| -2% | -$97.3K | 0.38% | 51 |
|
|
2026
Q1 | $4.43M | Buy |
45,947
+882
| +2% | +$93.2K | 0.47% | 39 |
|
|
2025
Q4 | $5.13M | Sell |
45,065
-639
| -1% | -$70.4K | 0.54% | 30 |
|
|
2025
Q3 | $5.23M | Sell |
45,704
-948
| -2% | -$112K | 0.55% | 32 |
|
|
2025
Q2 | $5.79M | Sell |
46,652
-770
| -2% | -$80K | 0.65% | 27 |
|
|
2025
Q1 | $4.68M | Buy |
47,422
+213
| +0.5% | +$22.9K | 0.6% | 33 |
|
|
2024
Q4 | $5.26M | Buy |
47,209
+3
| +0% | +$315 | 0.66% | 25 |
|
|
2024
Q3 | $4.54M | Buy |
47,206
+471
| +1% | +$43.3K | 0.57% | 31 |
|
|
2024
Q2 | $4.64M | Buy |
46,735
+296
| +0.6% | +$31.9K | 0.62% | 29 |
|
|
2024
Q1 | $5.68M | Buy |
46,439
+20
| +0% | +$2.09K | 0.73% | 17 |
|
|
2023
Q4 | $4.19M | Buy |
46,419
+3,771
| +9% | +$332K | 0.68% | 26 |
|
|
2023
Q3 | $3.46M | Sell |
42,648
-1,093
| -2% | -$93.3K | 0.62% | 29 |
|
|
2023
Q2 | $3.91M | Sell |
43,741
-1,327
| -3% | -$126K | 0.66% | 26 |
|
|
2023
Q1 | $4.51M | Buy |
45,068
+2,196
| +5% | +$221K | 0.86% | 13 |
|
|
2022
Q4 | $3.72M | Buy |
42,872
+7,533
| +21% | +$721K | 0.78% | 17 |
|
|
2022
Q3 | $3.33M | Buy |
35,339
+269
| +0.8% | +$28.8K | 0.75% | 20 |
|
|
2022
Q2 | $3.31M | Buy |
35,070
+1,844
| +6% | +$205K | 0.65% | 28 |
|
|
2022
Q1 | $4.56M | Buy |
33,226
+1,035
| +3% | +$150K | 0.74% | 18 |
|
|
2021
Q4 | $4.99M | Buy |
32,191
+530
| +2% | +$85.6K | 0.81% | 20 |
|
|
2021
Q3 | $5.36M | Buy |
31,661
+1,579
| +5% | +$281K | 0.94% | 14 |
|
|
2021
Q2 | $5.29M | Buy |
30,082
+178
| +0.6% | +$32K | 0.93% | 15 |
|
|
2021
Q1 | $5.52M | Sell |
29,904
-512
| -2% | -$94.4K | 1.05% | 12 |
|
|
2020
Q4 | $5.51M | Sell |
30,416
-432
| -1% | -$62K | 1.1% | 13 |
|
|
2020
Q3 | $3.83M | Sell |
30,848
-793
| -3% | -$99.1K | 0.87% | 20 |
|
|
2020
Q2 | $3.53M | Buy |
31,641
+2,858
| +10% | +$316K | 0.86% | 20 |
|
|
2020
Q1 | $2.78M | Buy |
28,783
+4,266
| +17% | +$539K | 0.86% | 21 |
|
|
2019
Q4 | $3.55M | Sell |
24,517
-67
| -0.3% | -$9.35K | 0.8% | 22 |
|
|
2019
Q3 | $3.2M | Sell |
24,584
-3,964
| -14% | -$548K | 0.81% | 21 |
|
|
2019
Q2 | $3.99M | Buy |
28,548
+1,721
| +6% | +$228K | 0.88% | 15 |
|
|
2019
Q1 | $2.98M | Buy |
+26,827
| New | +$3M | 0.65% | 29 |
|
|
2018
Q4 | – | Sell |
-19,273
| Closed | -$2.23M | – | 282 |
|
|
2018
Q3 | $2.23M | Sell |
19,273
-889
| -4% | -$99K | 0.75% | 30 |
|
|
2018
Q2 | $2.1M | Buy |
20,162
+995
| +5% | +$102K | 0.67% | 39 |
|
|
2018
Q1 | $1.93M | Buy |
19,167
+929
| +5% | +$98.7K | 0.57% | 47 |
|
|
2017
Q4 | $1.96M | Sell |
18,238
-2,097
| -10% | -$216K | 0.45% | 56 |
|
|
2017
Q3 | $2M | Buy |
20,335
+1,419
| +8% | +$146K | 0.65% | 39 |
|
|
2017
Q2 | $2.02M | Buy |
+18,916
| New | +$2.07M | 0.55% | 33 |
|
Other funds holding DIS
Institute for Wealth Management's DIS Position: Q2 2026 in Review
Institute for Wealth Management reduced its Walt Disney (DIS) stake by 2.1% in Q2 2026, selling an estimated $97.3K and leaving 44,993 shares worth $4.33M. The position accounts for 0.38% of the portfolio, ranked #51.
Institute for Wealth Management first reported a position in DIS in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.79M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Institute for Wealth Management held 44,993 shares of Walt Disney worth $4.33M as of Q2 2026.
- Institute for Wealth Management sold 954 Walt Disney shares in Q2 2026, an estimated $97.3K.
- Walt Disney made up 0.38% of Institute for Wealth Management's portfolio in Q2 2026, its #51 holding.
- Institute for Wealth Management first reported a position in Walt Disney in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Walt Disney position peaked at $5.79M in Q2 2025.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.