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Marcum Wealth’s Walt Disney DIS Stock Holding History

Marcum Wealth’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
Q1 		$1.09M Buy
11,041
+603
+6% +$64.8K 0.09% 107
2024
Q4 		$1.16M Buy
10,438
+795
+8% +$83.5K 0.1% 96
2024
Q3 		$928K Sell
9,643
-922
-9% -$84.8K 0.09% 118
2024
Q2 		$1.05M Buy
10,565
+202
+2% +$21.7K 0.11% 97
2024
Q1 		$1.27M Buy
10,363
+1,189
+13% +$124K 0.13% 82
2023
Q4 		$828K Sell
9,174
-847
-8% -$74.7K 0.09% 119
2023
Q3 		$812K Sell
10,021
-124
-1% -$10.6K 0.1% 108
2023
Q2 		$906K Buy
10,145
+479
+5% +$45.4K 0.11% 102
2023
Q1 		$968K Sell
9,666
-571
-6% -$57.6K 0.12% 94
2022
Q4 		$889K Sell
10,237
-1,153
-10% -$110K 0.12% 99
2022
Q3 		$1.07M Buy
11,390
+86
+0.8% +$9.2K 0.16% 76
2022
Q2 		$1.07M Buy
11,304
+288
+3% +$32K 0.16% 84
2022
Q1 		$1.51M Buy
11,016
+2,140
+24% +$309K 0.21% 65
2021
Q4 		$1.38M Sell
8,876
-114
-1% -$18.4K 0.19% 77
2021
Q3 		$1.52M Buy
8,990
+503
+6% +$89.7K 0.24% 58
2021
Q2 		$1.49M Sell
8,487
-681
-7% -$122K 0.24% 52
2021
Q1 		$1.69M Buy
9,168
+4,599
+101% +$848K 0.28% 44
2020
Q4 		$828K Buy
4,569
+885
+24% +$127K 0.19% 43
2020
Q3 		$457K Sell
3,684
-552
-13% -$69K 0.14% 53
2020
Q2 		$472K Buy
4,236
+58
+1% +$6.4K 0.15% 57
2020
Q1 		$404K Buy
4,178
+464
+12% +$58.7K 0.16% 46
2019
Q4 		$537K Buy
+3,714
New +$518K 0.2% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Marcum Wealth's DIS Position: Q1 2025 in Review

Marcum Wealth increased its Walt Disney (DIS) stake by 5.8% in Q1 2025, buying an estimated $64.8K and bringing the position to 11,041 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #107.

Marcum Wealth first reported a position in DIS in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.69M in Q1 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Marcum Wealth held 11,041 shares of Walt Disney worth $1.09M as of Q1 2025.
  • Marcum Wealth bought 603 Walt Disney shares in Q1 2025, an estimated $64.8K.
  • Walt Disney made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #107 holding.
  • Marcum Wealth first reported a position in Walt Disney in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Walt Disney position peaked at $1.69M in Q1 2021.
  • 3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.