IAG
DIS icon

Investmark Advisory Group’s Walt Disney DIS Stock Holding History

Investmark Advisory Group’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 		– Sell
-1,945
Closed -$221K – 143
2025
Q4 		$221K Sell
1,945
-5
-0.3% -$551 0.09% 130
2025
Q3 		$223K Buy
1,950
+11
+0.6% +$1.3K 0.1% 126
2025
Q2 		$241K Buy
+1,939
New +$201K 0.11% 119
2025
Q1 		– Sell
-1,899
Closed -$211K – 118
2024
Q4 		$211K Sell
1,899
-534
-22% -$56.1K 0.1% 114
2024
Q3 		$234K Sell
2,433
-217
-8% -$20K 0.11% 110
2024
Q2 		$263K Sell
2,650
-1
-0% -$108 0.14% 94
2024
Q1 		$324K Buy
2,651
+8
+0.3% +$836 0.18% 88
2023
Q4 		$239K Buy
2,643
+31
+1% +$2.73K 0.14% 98
2023
Q3 		$212K Buy
2,612
+67
+3% +$5.72K 0.14% 96
2023
Q2 		$227K Sell
2,545
-514
-17% -$48.7K 0.15% 93
2023
Q1 		$306K Sell
3,059
-37
-1% -$3.73K 0.22% 75
2022
Q4 		$269K Buy
3,096
+177
+6% +$16.9K 0.2% 82
2022
Q3 		$275K Buy
2,919
+195
+7% +$20.9K 0.25% 71
2022
Q2 		$257K Buy
2,724
+303
+13% +$33.6K 0.25% 65
2022
Q1 		$332K Buy
2,421
+4
+0.2% +$578 0.34% 57
2021
Q4 		$374K Buy
+2,417
New +$390K 0.35% 50

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

Investmark Advisory Group's DIS Position: Q1 2026 in Review

Investmark Advisory Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,945 shares — an estimated $221K sold.

Investmark Advisory Group first reported a position in DIS in Q4 2021 and held it in 16 quarters. The position peaked at $374K in Q4 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Investmark Advisory Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Investmark Advisory Group sold 1,945 Walt Disney shares in Q1 2026, an estimated $221K.
  • Investmark Advisory Group first reported a position in Walt Disney in Q4 2021 and held it in 16 quarters.
  • Investmark Advisory Group's Walt Disney position peaked at $374K in Q4 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.