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Legacy Financial Group (Oklahoma)’s Walt Disney DIS Stock Holding History

Legacy Financial Group (Oklahoma)’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
Q3 		– Sell
-1,716
Closed -$213K – 93
2025
Q2 		$213K Buy
+1,716
New +$178K 0.06% 79
2025
Q1 		– Sell
-1,823
Closed -$203K – 86
2024
Q4 		$203K Sell
1,823
-587
-24% -$61.7K 0.07% 83
2024
Q3 		$232K Buy
2,410
+53
+2% +$4.88K 0.08% 72
2024
Q2 		$234K Sell
2,357
-5
-0.2% -$538 0.09% 63
2024
Q1 		$289K Sell
2,362
-123
-5% -$12.8K 0.11% 56
2023
Q4 		$224K Buy
+2,485
New +$219K 0.1% 66
2023
Q3 		– Sell
-2,398
Closed -$214K – 70
2023
Q2 		$214K Sell
2,398
-153
-6% -$14.5K 0.11% 68
2023
Q1 		$255K Sell
2,551
-363
-12% -$36.6K 0.14% 51
2022
Q4 		$253K Buy
+2,914
New +$279K 0.16% 50

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s DIS Position: Q3 2025 in Review

Legacy Financial Group (Oklahoma) sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,716 shares — an estimated $213K sold.

Legacy Financial Group (Oklahoma) first reported a position in DIS in Q4 2022 and held it in 9 quarters. The position peaked at $289K in Q1 2024. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Legacy Financial Group (Oklahoma) reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 1,716 Walt Disney shares in Q3 2025, an estimated $213K.
  • Legacy Financial Group (Oklahoma) first reported a position in Walt Disney in Q4 2022 and held it in 9 quarters.
  • Legacy Financial Group (Oklahoma)'s Walt Disney position peaked at $289K in Q1 2024.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q3 2025, filed 5 Nov 2025.