MFG
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Menard Financial Group’s Walt Disney DIS Stock Holding History

Menard Financial Group’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 		– Sell
-52
Closed -$5.79K – 150
2024
Q4 		$5.79K Buy
+52
New +$5.46K ﹤0.01% 245
2022
Q3 		– Sell
-3,925
Closed -$371K – 91
2022
Q2 		$371K Sell
3,925
-3,726
-49% -$414K 0.61% 50
2022
Q1 		$1.05M Buy
7,651
+1,516
+25% +$219K 1.03% 21
2021
Q4 		$950K Sell
6,135
-968
-14% -$156K 0.78% 27
2021
Q3 		$1.2M Buy
7,103
+747
+12% +$133K 1.05% 18
2021
Q2 		$1.12M Buy
6,356
+782
+14% +$141K 1.06% 20
2021
Q1 		$1.03M Buy
5,574
+336
+6% +$62K 1.11% 22
2020
Q4 		$949K Buy
5,238
+231
+5% +$33.2K 1.02% 24
2020
Q3 		$621K Buy
5,007
+746
+18% +$93.2K 0.72% 33
2020
Q2 		$475K Buy
+4,261
New +$470K 0.59% 36
2020
Q1 		– Sell
-5,091
Closed -$736K – 50
2019
Q4 		$736K Buy
+5,091
New +$711K 0.71% 45

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

Menard Financial Group's DIS Position: Q1 2025 in Review

Menard Financial Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 52 shares — an estimated $5.79K sold.

Menard Financial Group first reported a position in DIS in Q4 2019 and held it in 11 quarters. The position peaked at $1.2M in Q3 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Menard Financial Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 52 Walt Disney shares in Q1 2025, an estimated $5.79K.
  • Menard Financial Group first reported a position in Walt Disney in Q4 2019 and held it in 11 quarters.
  • Menard Financial Group's Walt Disney position peaked at $1.2M in Q3 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.