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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
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

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MJT & Associates Financial Advisory's DIS Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Walt Disney (DIS) position steady in Q2 2026 at 267 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #112.

MJT & Associates Financial Advisory first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $33.1K in Q2 2025. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • MJT & Associates Financial Advisory held 267 shares of Walt Disney worth $25.7K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #112 holding.
  • MJT & Associates Financial Advisory first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Walt Disney position peaked at $33.1K in Q2 2025.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.