IFPL
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Investments & Financial Planning LLC’s Walt Disney DIS Stock Holding History

Investments & Financial Planning LLC’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
-1,931
Closed -$220K – 37
2025
Q4 		$220K Hold
1,931
– – 0.12% 35
2025
Q3 		$221K Buy
1,931
+5
+0.3% +$589 0.12% 36
2025
Q2 		$239K Buy
+1,926
New +$200K 0.14% 34
2025
Q1 		– Sell
-1,996
Closed -$222K – 35
2024
Q4 		$222K Buy
+1,996
New +$210K 0.14% 32
2024
Q2 		– Sell
-1,691
Closed -$207K – 34
2024
Q1 		$207K Buy
+1,691
New +$177K 0.14% 33

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Investments & Financial Planning LLC's DIS Position: Q1 2026 in Review

Investments & Financial Planning LLC sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,931 shares — an estimated $220K sold.

Investments & Financial Planning LLC first reported a position in DIS in Q1 2024 and held it in 5 quarters. The position peaked at $239K in Q2 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Investments & Financial Planning LLC reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Investments & Financial Planning LLC sold 1,931 Walt Disney shares in Q1 2026, an estimated $220K.
  • Investments & Financial Planning LLC first reported a position in Walt Disney in Q1 2024 and held it in 5 quarters.
  • Investments & Financial Planning LLC's Walt Disney position peaked at $239K in Q2 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.