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MJT & Associates Financial Advisory’s Walt Disney DIS Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$28K Hold
267
– – 0.02% 95
2026
Q2 		$25.7K Hold
267
– – 0.02% 112
2026
Q1 		$25.7K Hold
267
– – 0.02% 105
2025
Q4 		$30.4K Hold
267
– – 0.02% 102
2025
Q3 		$30.6K Hold
267
– – 0.02% 103
2025
Q2 		$33.1K Hold
267
– – 0.04% 112
2025
Q1 		$26.4K Buy
+267
New +$28.7K 0.03% 136

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MJT & Associates Financial Advisory's DIS Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Walt Disney (DIS) position steady in Q3 2026 at 267 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #95.

MJT & Associates Financial Advisory first reported a position in DIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $33.1K in Q2 2025. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • MJT & Associates Financial Advisory held 267 shares of Walt Disney worth $28K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #95 holding.
  • MJT & Associates Financial Advisory first reported a position in Walt Disney in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Walt Disney position peaked at $33.1K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.