IAG
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Investment Advisory Group’s Walt Disney DIS Stock Holding History

Investment 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
-2,018
Closed -$230K – 197
2025
Q4 		$230K Sell
2,018
-265
-12% -$29.2K 0.06% 175
2025
Q3 		$261K Hold
2,283
– – 0.07% 155
2025
Q2 		$283K Sell
2,283
-117
-5% -$12.2K 0.09% 141
2025
Q1 		$237K Sell
2,400
-13
-0.5% -$1.4K 0.08% 147
2024
Q4 		$269K Buy
2,413
+173
+8% +$18.2K 0.09% 135
2024
Q3 		$216K Buy
2,240
+9
+0.4% +$828 0.07% 159
2024
Q2 		$222K Sell
2,231
-172
-7% -$18.5K 0.09% 148
2024
Q1 		$294K Sell
2,403
-335
-12% -$35K 0.12% 118
2023
Q4 		$247K Sell
2,738
-73
-3% -$6.44K 0.11% 124
2023
Q3 		$228K Buy
2,811
+20
+0.7% +$1.71K 0.12% 123
2023
Q2 		$249K Hold
2,791
– – 0.13% 117
2023
Q1 		$279K Buy
+2,791
New +$281K 0.16% 106
2022
Q4 		– Sell
-2,992
Closed -$282K – 138
2022
Q3 		$282K Buy
2,992
+727
+32% +$77.8K 0.2% 94
2022
Q2 		$213K Sell
2,265
-381
-14% -$42.3K 0.14% 116
2022
Q1 		$363K Hold
2,646
– – 0.22% 78
2021
Q4 		$403K Buy
+2,646
New +$427K 0.26% 73

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

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

Investment Advisory Group sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,018 shares — an estimated $230K sold.

Investment Advisory Group first reported a position in DIS in Q4 2021 and held it in 16 quarters. The position peaked at $403K in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Investment Advisory Group reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Investment Advisory Group sold 2,018 Walt Disney shares in Q1 2026, an estimated $230K.
  • Investment Advisory Group first reported a position in Walt Disney in Q4 2021 and held it in 16 quarters.
  • Investment Advisory Group's Walt Disney position peaked at $403K in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.