Legacy Wealth Management (Mississippi)’s Walt Disney DIS Stock Holding History

Legacy Wealth Management (Mississippi)’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
2024 Q2	–	Sell	-25,440	Closed	-$3.11M	–	73
2024 Q1	$3.11M	Hold	25,440	–	–	1.4%	20
2023 Q4	$2.3M	Buy	25,440 +171	+0.7%	+$15.1K	1.11%	25
2023 Q3	$2.05M	Sell	25,269 -602	-2%	-$51.4K	1.06%	28
2023 Q2	$2.31M	Buy	+25,871	New	+$2.45M	1.16%	25
2022 Q2	–	Sell	-9,796	Closed	-$1.34M	–	87
2022 Q1	$1.34M	Sell	9,796 -1,205	-11%	-$174K	0.7%	44
2021 Q4	$1.7M	Buy	11,001 +318	+3%	+$51.4K	0.87%	33
2021 Q3	$1.81M	Buy	10,683 +3	+0%	+$535	0.97%	31
2021 Q2	$1.88M	Sell	10,680 -307	-3%	-$55.2K	1.04%	29
2021 Q1	$2.03M	Buy	10,987 +182	+2%	+$33.6K	1.23%	22
2020 Q4	$1.96M	Sell	10,805 -4,778	-31%	-$686K	1.24%	25
2020 Q3	$1.93M	Sell	15,583 -5,430	-26%	-$679K	1.33%	18
2020 Q2	$2.34M	Sell	21,013 -160	-0.8%	-$17.7K	1.79%	9
2020 Q1	$2.05M	Buy	21,173 +15,338	+263%	+$1.94M	1.91%	9
2019 Q4	$844K	Buy	+5,835	New	+$814K	0.74%	41

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s DIS Position: Q2 2024 in Review

Legacy Wealth Management (Mississippi) sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 25,440 shares — an estimated $3.11M sold.

Legacy Wealth Management (Mississippi) first reported a position in DIS in Q4 2019 and held it in 14 quarters. The position peaked at $3.11M in Q1 2024. 3,024 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

Legacy Wealth Management (Mississippi) reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 25,440 Walt Disney shares in Q2 2024, an estimated $3.11M.
Legacy Wealth Management (Mississippi) first reported a position in Walt Disney in Q4 2019 and held it in 14 quarters.
Legacy Wealth Management (Mississippi)'s Walt Disney position peaked at $3.11M in Q1 2024.
3,024 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2024, filed 12 Dec 2024.