PWM
DIS icon

Palumbo Wealth Management’s Walt Disney DIS Stock Holding History

Palumbo 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
2025
Q4 		– Sell
-15,403
Closed -$1.69M – 222
2025
Q3 		$1.69M Buy
15,403
+103
+0.7% +$12.1K 0.54% 41
2025
Q2 		$1.9M Sell
15,300
-414
-3% -$43K 0.59% 44
2025
Q1 		$1.55M Sell
15,714
-625
-4% -$67.2K 0.52% 48
2024
Q4 		$1.82M Sell
16,339
-2,730
-14% -$287K 0.68% 39
2024
Q3 		$1.83M Sell
19,069
-1,413
-7% -$130K 0.71% 41
2024
Q2 		$2.03M Sell
20,482
-4,723
-19% -$508K 0.86% 33
2024
Q1 		$3.08M Buy
25,205
+13,379
+113% +$1.4M 1.38% 19
2023
Q4 		$1.07M Buy
11,826
+921
+8% +$81.2K 0.55% 48
2023
Q3 		$884K Buy
10,905
+439
+4% +$37.5K 0.49% 49
2023
Q2 		$934K Buy
10,466
+740
+8% +$70.1K 0.57% 37
2023
Q1 		$974K Sell
9,726
-589
-6% -$59.4K 0.65% 37
2022
Q4 		$896K Sell
10,315
-1,117
-10% -$107K 0.71% 36
2022
Q3 		$1.08M Sell
11,432
-414
-3% -$44.3K 0.91% 23
2022
Q2 		$1.12M Buy
11,846
+589
+5% +$65.4K 0.89% 21
2022
Q1 		$1.54M Buy
11,257
+8,340
+286% +$1.21M 0.99% 20
2021
Q4 		$452K Buy
2,917
+505
+21% +$81.6K 0.28% 64
2021
Q3 		$408K Sell
2,412
-5,183
-68% -$924K 0.27% 71
2021
Q2 		$1.33M Sell
7,595
-23
-0.3% -$4.14K 0.9% 19
2021
Q1 		$1.41M Buy
7,618
+94
+1% +$17.3K 1.06% 16
2020
Q4 		$1.36M Buy
+7,524
New +$1.08M 1.1% 13

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Palumbo Wealth Management's DIS Position: Q4 2025 in Review

Palumbo Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 15,403 shares — an estimated $1.69M sold.

Palumbo Wealth Management first reported a position in DIS in Q4 2020 and held it in 20 quarters. The position peaked at $3.08M in Q1 2024. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Palumbo Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 15,403 Walt Disney shares in Q4 2025, an estimated $1.69M.
  • Palumbo Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 20 quarters.
  • Palumbo Wealth Management's Walt Disney position peaked at $3.08M in Q1 2024.
  • 3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.