Miller Financial Services’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
$270K Sell
2,801
-380
-12% -$38.7K 0.22% 107
2026
Q1
$307K Sell
3,181
-110
-3% -$11.6K 0.34% 84
2025
Q4
$374K Sell
3,291
-715
-18% -$78.7K 0.44% 61
2025
Q3
$459K Sell
4,006
-30
-0.7% -$3.53K 0.53% 58
2025
Q2
$501K Sell
4,036
-75
-2% -$7.79K 0.64% 52
2025
Q1
$406K Sell
4,111
-292
-7% -$31.4K 0.58% 57
2024
Q4
$490K Buy
+4,403
New +$463K 0.41% 78

Other funds holding DIS

Miller Financial Services's DIS Position: Q2 2026 in Review

Miller Financial Services reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $38.7K and leaving 2,801 shares worth $270K. The position accounts for 0.22% of the portfolio, ranked #107.

Miller Financial Services first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $501K in Q2 2025. 1,236 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Miller Financial Services held 2,801 shares of Walt Disney worth $270K as of Q2 2026.
  • Miller Financial Services sold 380 Walt Disney shares in Q2 2026, an estimated $38.7K.
  • Walt Disney made up 0.22% of Miller Financial Services's portfolio in Q2 2026, its #107 holding.
  • Miller Financial Services first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Miller Financial Services's Walt Disney position peaked at $501K in Q2 2025.
  • 1,236 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.