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Mowery & Schoenfeld Wealth Management’s Walt Disney DIS Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-213
Closed -$24.2K – 393
2025
Q4 		$24.2K Buy
213
+16
+8% +$1.76K 0.04% 181
2025
Q3 		$22.6K Sell
197
-28
-12% -$3.3K 0.04% 168
2025
Q2 		$27.9K Hold
225
– – 0.04% 155
2025
Q1 		$22.2K Hold
225
– – 0.04% 196
2024
Q4 		$25.1K Buy
+225
New +$23.6K 0.05% 163
2024
Q3 		– Sell
-142
Closed -$14.1K – 239
2024
Q2 		$14.1K Buy
+142
New +$15.3K 0.02% 160

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

Mowery & Schoenfeld Wealth Management's DIS Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 213 shares — an estimated $24.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in DIS in Q2 2024 and held it in 6 quarters. The position peaked at $27.9K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 213 Walt Disney shares in Q1 2026, an estimated $24.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Walt Disney in Q2 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Walt Disney position peaked at $27.9K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.