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Meridian Wealth Advisors’s Walt Disney DIS Stock Holding History

Meridian Wealth Advisors’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
2026
Q1 		– Sell
-2,626
Closed -$299K – 205
2025
Q4 		$299K Sell
2,626
-648
-20% -$71.4K 0.04% 155
2025
Q3 		$375K Sell
3,274
-2,288
-41% -$269K 0.05% 139
2025
Q2 		$690K Buy
+5,562
New +$578K 0.11% 100
2023
Q2 		– Sell
-2,832
Closed -$284K – 185
2023
Q1 		$284K Sell
2,832
-668
-19% -$67.3K 0.07% 154
2022
Q4 		$304K Sell
3,500
-1,060
-23% -$101K 0.08% 153
2022
Q3 		$430K Buy
4,560
+213
+5% +$22.8K 0.12% 123
2022
Q2 		$410K Sell
4,347
-2,831
-39% -$314K 0.11% 133
2022
Q1 		$985K Buy
7,178
+915
+15% +$132K 0.23% 87
2021
Q4 		$970K Sell
6,263
-470
-7% -$75.9K 0.24% 85
2021
Q3 		$1.14M Buy
6,733
+98
+1% +$17.5K 0.32% 72
2021
Q2 		$1.17M Buy
6,635
+1,385
+26% +$249K 0.33% 71
2021
Q1 		$969K Buy
5,250
+315
+6% +$58.1K 0.32% 71
2020
Q4 		$894K Buy
4,935
+35
+0.7% +$5.02K 0.33% 68
2020
Q3 		$608K Sell
4,900
-101
-2% -$12.6K 0.26% 83
2020
Q2 		$558K Buy
+5,001
New +$552K 0.26% 82
2020
Q1 		– Sell
-8,244
Closed -$1.19M – 149
2019
Q4 		$1.19M Buy
8,244
+224
+3% +$31.3K 0.47% 40
2019
Q3 		$1.04M Buy
8,020
+5,701
+246% +$788K 0.45% 43
2019
Q2 		$348K Buy
2,319
+17
+0.7% +$2.25K 0.24% 88
2019
Q1 		$256K Sell
2,302
-30
-1% -$3.35K 0.19% 103
2018
Q4 		$256K Buy
+2,332
New +$265K 0.2% 103

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Meridian Wealth Advisors's DIS Position: Q1 2026 in Review

Meridian Wealth Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,626 shares — an estimated $299K sold.

Meridian Wealth Advisors first reported a position in DIS in Q4 2018 and held it in 20 quarters. The position peaked at $1.19M in Q4 2019. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Meridian Wealth Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Advisors sold 2,626 Walt Disney shares in Q1 2026, an estimated $299K.
  • Meridian Wealth Advisors first reported a position in Walt Disney in Q4 2018 and held it in 20 quarters.
  • Meridian Wealth Advisors's Walt Disney position peaked at $1.19M in Q4 2019.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.