OMC Financial Services’s Walt Disney DIS Stock Holding History

OMC Financial Services’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	-2,969	Closed	-$338K	–	65
2025 Q4	$338K	Sell	2,969 -261	-8%	-$28.7K	0.13%	60
2025 Q3	$370K	Buy	3,230 +11	+0.3%	+$1.3K	0.14%	60
2025 Q2	$399K	Sell	3,219 -249	-7%	-$25.9K	0.16%	57
2025 Q1	$342K	Sell	3,468 -754	-18%	-$81K	0.15%	57
2024 Q4	$470K	Sell	4,222 -1,537	-27%	-$161K	0.2%	54
2024 Q3	$572K	Hold	5,759	–	–	0.27%	46
2024 Q2	$572K	Sell	5,759 -3,538	-38%	-$381K	0.27%	46
2024 Q1	$1.14M	Buy	+9,297	New	+$971K	0.58%	30

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OMC Financial Services's DIS Position: Q1 2026 in Review

OMC Financial Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,969 shares — an estimated $338K sold.

OMC Financial Services first reported a position in DIS in Q1 2024 and held it in 8 quarters. The position peaked at $1.14M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

OMC Financial Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
OMC Financial Services sold 2,969 Walt Disney shares in Q1 2026, an estimated $338K.
OMC Financial Services first reported a position in Walt Disney in Q1 2024 and held it in 8 quarters.
OMC Financial Services's Walt Disney position peaked at $1.14M in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.