MWM
DIS icon

Merriman Wealth Management’s Walt Disney DIS Stock Holding History

Merriman Wealth Management’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
Q4 		$306K Buy
2,738
+79
+3% +$8.3K 0.01% 168
2024
Q3 		$256K Sell
2,659
-522
-16% -$48K 0.01% 191
2024
Q2 		$316K Buy
3,181
+129
+4% +$13.9K 0.01% 168
2024
Q1 		$373K Sell
3,052
-1,242
-29% -$130K 0.02% 152
2023
Q4 		$388K Sell
4,294
-95
-2% -$8.38K 0.02% 143
2023
Q3 		$356K Buy
4,389
+1,225
+39% +$105K 0.02% 137
2023
Q2 		$282K Buy
3,164
+597
+23% +$56.6K 0.01% 179
2023
Q1 		$257K Sell
2,567
-19
-0.7% -$1.92K 0.01% 170
2022
Q4 		$225K Sell
2,586
-303
-10% -$29K 0.01% 190
2022
Q3 		$273K Sell
2,889
-1,243
-30% -$133K 0.02% 138
2022
Q2 		$390K Buy
4,132
+1,312
+47% +$146K 0.03% 111
2022
Q1 		$387K Sell
2,820
-428
-13% -$61.9K 0.03% 145
2021
Q4 		$503K Buy
3,248
+437
+16% +$70.6K 0.04% 146
2021
Q3 		$476K Sell
2,811
-457
-14% -$81.5K 0.04% 143
2021
Q2 		$574K Buy
3,268
+136
+4% +$24.5K 0.05% 150
2021
Q1 		$578K Sell
3,132
-448
-13% -$82.6K 0.07% 122
2020
Q4 		$649K Buy
3,580
+529
+17% +$75.9K 0.07% 129
2020
Q3 		$379K Buy
3,051
+160
+6% +$20K 0.06% 121
2020
Q2 		$322K Sell
2,891
-1,464
-34% -$162K 0.05% 133
2020
Q1 		$421K Buy
4,355
+137
+3% +$17.3K 0.09% 100
2019
Q4 		$610K Sell
4,218
-83
-2% -$11.6K 0.12% 116
2019
Q3 		$561K Sell
4,301
-27
-0.6% -$3.73K 0.11% 110
2019
Q2 		$6.13K Buy
4,328
+31
+0.7% +$4.11K 0.12% 109
2019
Q1 		$477K Sell
4,297
-823
-16% -$92K 0.09% 140
2018
Q4 		$561K Buy
5,120
+82
+2% +$9.32K 0.12% 84
2018
Q3 		$589K Sell
5,038
-597
-11% -$66.4K 0.13% 104
2018
Q2 		$591K Buy
5,635
+367
+7% +$37.5K 0.13% 99
2018
Q1 		$529K Sell
5,268
-397
-7% -$42.2K 0.14% 117
2017
Q4 		$609K Buy
5,665
+1,842
+48% +$190K 0.15% 104
2017
Q3 		$377K Buy
+3,823
New +$393K 0.09% 117

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Merriman Wealth Management's DIS Position: Q4 2024 in Review

Merriman Wealth Management increased its Walt Disney (DIS) stake by 3% in Q4 2024, buying an estimated $8.3K and bringing the position to 2,738 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #168.

Merriman Wealth Management first reported a position in DIS in Q3 2017 and has held it in 30 quarters since. The position peaked at $649K in Q4 2020. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Merriman Wealth Management held 2,738 shares of Walt Disney worth $306K as of Q4 2024.
  • Merriman Wealth Management bought 79 Walt Disney shares in Q4 2024, an estimated $8.3K.
  • Walt Disney made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #168 holding.
  • Merriman Wealth Management first reported a position in Walt Disney in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Walt Disney position peaked at $649K in Q4 2020.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.