Liberty Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $671K | Hold |
6,962
| – | – | 0.08% | 127 |
|
|
2026
Q1 | $671K | Sell |
6,962
-363
| -5% | -$38.4K | 0.08% | 127 |
|
|
2025
Q4 | $833K | Buy |
7,325
+30
| +0.4% | +$3.3K | 0.11% | 97 |
|
|
2025
Q3 | $835K | Sell |
7,295
-236
| -3% | -$27.8K | 0.12% | 93 |
|
|
2025
Q2 | $934K | Buy |
7,531
+41
| +0.5% | +$4.26K | 0.15% | 85 |
|
|
2025
Q1 | $739K | Sell |
7,490
-131
| -2% | -$14.1K | 0.14% | 74 |
|
|
2024
Q4 | $849K | Buy |
7,621
+44
| +0.6% | +$4.62K | 0.14% | 85 |
|
|
2024
Q3 | $729K | Sell |
7,577
-9,308
| -55% | -$856K | 0.12% | 93 |
|
|
2024
Q2 | $701K | Buy |
16,885
+9,918
| +142% | +$1.07M | 0.13% | 93 |
|
|
2024
Q1 | $853K | Sell |
6,967
-575
| -8% | -$60.1K | 0.17% | 79 |
|
|
2023
Q4 | $681K | Sell |
7,542
-100
| -1% | -$8.82K | 0.15% | 78 |
|
|
2023
Q3 | $619K | Sell |
7,642
-126
| -2% | -$10.8K | 0.15% | 77 |
|
|
2023
Q2 | $694K | Sell |
7,768
-112
| -1% | -$10.6K | 0.17% | 69 |
|
|
2023
Q1 | $789K | Buy |
+7,880
| New | +$794K | 0.16% | 83 |
|
|
2022
Q3 | $777K | Sell |
8,239
-1,699
| -17% | -$182K | 0.21% | 59 |
|
|
2022
Q2 | $1.07M | Sell |
9,938
-353
| -3% | -$39.2K | 0.43% | 46 |
|
|
2022
Q1 | $1.38M | Buy |
10,291
+603
| +6% | +$87.2K | 0.5% | 43 |
|
|
2021
Q4 | $1.5M | Buy |
9,688
+33
| +0.3% | +$5.33K | 0.07% | 59 |
|
|
2021
Q3 | $1.64M | Buy |
9,655
+1,623
| +20% | +$289K | 0.59% | 35 |
|
|
2021
Q2 | $1.44M | Buy |
8,032
+237
| +3% | +$42.6K | 0.56% | 33 |
|
|
2021
Q1 | $1.33M | Hold |
7,795
| – | – | 0.65% | 26 |
|
|
2020
Q4 | $1.33M | Buy |
7,795
+105
| +1% | +$15.1K | 0.65% | 26 |
|
|
2020
Q3 | $954K | Buy |
7,690
+4
| +0.1% | +$500 | 0.56% | 29 |
|
|
2020
Q2 | $857K | Buy |
7,686
+1,967
| +34% | +$217K | 0.6% | 29 |
|
|
2020
Q1 | $552K | Buy |
5,719
+75
| +1% | +$9.48K | 0.48% | 37 |
|
|
2019
Q4 | $816K | Buy |
5,644
+855
| +18% | +$119K | 0.64% | 26 |
|
|
2019
Q3 | $624K | Sell |
4,789
-1,863
| -28% | -$258K | 0.59% | 34 |
|
|
2019
Q2 | $929K | Buy |
6,652
+2,158
| +48% | +$286K | 0.81% | 18 |
|
|
2019
Q1 | $498K | Buy |
4,494
+213
| +5% | +$23.8K | 0.38% | 39 |
|
|
2018
Q4 | $469K | Buy |
+4,281
| New | +$487K | 0.35% | 40 |
|
Other funds holding DIS
Liberty Wealth Management's DIS Position: Q2 2026 in Review
Liberty Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 6,962 shares worth $671K. The position accounts for 0.08% of the portfolio, ranked #127.
Liberty Wealth Management first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.64M in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Liberty Wealth Management held 6,962 shares of Walt Disney worth $671K as of Q2 2026.
- Liberty Wealth Management left its Walt Disney share count unchanged in Q2 2026.
- Walt Disney made up 0.08% of Liberty Wealth Management's portfolio in Q2 2026, its #127 holding.
- Liberty Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
- Liberty Wealth Management's Walt Disney position peaked at $1.64M in Q3 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.