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Phillips Financial Management’s Walt Disney DIS Stock Holding History

Phillips Financial 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
-1,778
Closed -$202K – 290
2025
Q4 		$202K Buy
1,778
+23
+1% +$2.53K 0.01% 205
2025
Q3 		$201K Buy
+1,755
New +$207K 0.01% 213

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

Phillips Financial Management's DIS Position: Q1 2026 in Review

Phillips Financial Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,778 shares — an estimated $202K sold.

Phillips Financial Management first reported a position in DIS in Q3 2025 and held it in 2 quarters. The position peaked at $202K in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Phillips Financial Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 1,778 Walt Disney shares in Q1 2026, an estimated $202K.
  • Phillips Financial Management first reported a position in Walt Disney in Q3 2025 and held it in 2 quarters.
  • Phillips Financial Management's Walt Disney position peaked at $202K in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.