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Iron Horse Wealth Management’s Walt Disney DIS Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$73.2K Sell
590
-17
-3% -$1.77K 0.02% 116
2025
Q1 		$59.9K Buy
607
+50
+9% +$5.37K 0.02% 112
2024
Q4 		$62K Hold
557
– – 0.02% 98
2024
Q3 		$53.6K Hold
557
– – 0.02% 104
2024
Q2 		$55.3K Buy
557
+333
+149% +$35.8K 0.02% 96
2024
Q1 		$27.4K Sell
224
-19
-8% -$1.99K 0.01% 115
2023
Q4 		$22K Sell
243
-103
-30% -$9.08K 0.01% 117
2023
Q3 		$28.1K Buy
346
+115
+50% +$9.82K 0.01% 95
2023
Q2 		$20.6K Buy
231
+1
+0.4% +$95 0.01% 104
2023
Q1 		$23K Sell
230
-12
-5% -$1.21K 0.01% 98
2022
Q4 		$21K Buy
242
+222
+1,110% +$21.2K 0.01% 101
2022
Q3 		$2K Sell
20
-222
-92% -$23.8K ﹤0.01% 113
2022
Q2 		$23K Buy
242
+34
+16% +$3.77K 0.01% 96
2022
Q1 		$29K Sell
208
-7
-3% -$1.01K 0.02% 92
2021
Q4 		$33K Buy
215
+4
+2% +$646 0.02% 81
2021
Q3 		$36K Hold
211
– – 0.02% 71
2021
Q2 		$37K Hold
211
– – 0.02% 75
2021
Q1 		$39K Hold
211
– – 0.03% 70
2020
Q4 		$38K Buy
+211
New +$30.3K 0.03% 67

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Iron Horse Wealth Management's DIS Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Walt Disney (DIS) stake by 2.8% in Q2 2025, selling an estimated $1.77K and leaving 590 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #116.

Iron Horse Wealth Management first reported a position in DIS in Q4 2020 and has held it in 19 quarters since. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Iron Horse Wealth Management held 590 shares of Walt Disney worth $73.2K as of Q2 2025.
  • Iron Horse Wealth Management sold 17 Walt Disney shares in Q2 2025, an estimated $1.77K.
  • Walt Disney made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #116 holding.
  • Iron Horse Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 19 quarters since.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.