Pinnacle Wealth Management Advisory Group’s Walt Disney DIS Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$2.46M	Sell	25,507 -3,232	-11%	-$342K	0.17%	107
2025 Q4	$3.27M	Sell	28,739 -682	-2%	-$75.1K	0.23%	85
2025 Q3	$3.37M	Buy	29,421 +418	+1%	+$49.2K	0.25%	81
2025 Q2	$3.6M	Buy	29,003 +4	+0%	+$416	0.3%	70
2025 Q1	$2.86M	Sell	28,999 -406	-1%	-$43.6K	0.27%	84
2024 Q4	$3.27M	Sell	29,405 -7,706	-21%	-$809K	0.31%	71
2024 Q3	$3.57M	Sell	37,111 -2,981	-7%	-$274K	0.34%	67
2024 Q2	$3.98M	Sell	40,092 -2,737	-6%	-$295K	0.41%	57
2024 Q1	$5.24M	Sell	42,829 -726	-2%	-$75.8K	0.56%	43
2023 Q4	$3.93M	Buy	43,555 +709	+2%	+$62.5K	0.46%	54
2023 Q3	$3.47M	Sell	42,846 -3,463	-7%	-$296K	0.45%	57
2023 Q2	$4.13M	Sell	46,309 -1,911	-4%	-$181K	0.51%	50
2023 Q1	$4.83M	Sell	48,220 -1,071	-2%	-$108K	0.65%	40
2022 Q4	$4.28M	Sell	49,291 -2,261	-4%	-$216K	0.64%	41
2022 Q3	$4.86M	Buy	51,552 +1,635	+3%	+$175K	0.81%	29
2022 Q2	$4.71M	Sell	49,917 -3,141	-6%	-$349K	0.76%	31
2022 Q1	$7.28M	Buy	53,058 +7,791	+17%	+$1.13M	1.05%	21
2021 Q4	$7.01M	Buy	45,267 +34,220	+310%	+$5.53M	1.15%	21
2021 Q3	$1.87M	Buy	11,047 +195	+2%	+$34.8K	0.44%	62
2021 Q2	$1.91M	Buy	10,852 +1,737	+19%	+$312K	0.45%	60
2021 Q1	$1.68M	Sell	9,115 -226	-2%	-$41.7K	0.47%	54
2020 Q4	$1.69M	Sell	9,341 -261	-3%	-$37.5K	0.52%	52
2020 Q3	$1.19M	Buy	9,602 +185	+2%	+$23.1K	0.41%	64
2020 Q2	$1.05M	Buy	9,417 +1,348	+17%	+$149K	0.39%	70
2020 Q1	$779K	Buy	8,069 +2,261	+39%	+$286K	0.38%	67
2019 Q4	$840K	Buy	5,808 +52	+0.9%	+$7.26K	0.31%	85
2019 Q3	$750K	Sell	5,756 -150	-3%	-$20.7K	0.31%	86
2019 Q2	$825K	Buy	5,906 +250	+4%	+$33.2K	0.35%	81
2019 Q1	$628K	Sell	5,656 -220	-4%	-$24.6K	0.28%	94
2018 Q4	$644K	Buy	5,876 +245	+4%	+$27.9K	0.35%	89
2018 Q3	$658K	Buy	5,631 +164	+3%	+$18.3K	0.32%	84
2018 Q2	$573K	Sell	5,467 -680	-11%	-$69.5K	0.31%	87
2018 Q1	$617K	Sell	6,147 -464	-7%	-$49.3K	0.35%	78
2017 Q4	$711K	Sell	6,611 -755	-10%	-$77.8K	0.39%	72
2017 Q3	$726K	Sell	7,366 -411	-5%	-$42.3K	0.42%	71
2017 Q2	$826K	Buy	7,777 +3,376	+77%	+$370K	0.51%	66
2017 Q1	$499K	Buy	4,401 +151	+4%	+$16.6K	0.35%	80
2016 Q4	$443K	Buy	4,250 +75	+2%	+$7.31K	0.32%	78
2016 Q3	$388K	Buy	4,175 +100	+2%	+$9.58K	0.29%	83
2016 Q2	$399K	Sell	4,075 -26	-0.6%	-$2.6K	0.32%	80
2016 Q1	$407K	Buy	4,101 +585	+17%	+$56.5K	0.36%	73
2015 Q4	$369K	Buy	3,516 +26	+0.7%	+$2.9K	0.34%	75
2015 Q3	$357K	Sell	3,490 -69	-2%	-$7.51K	0.34%	70
2015 Q2	$406K	Buy	3,559 +85	+2%	+$9.33K	0.38%	73
2015 Q1	$364K	Sell	3,474 -150	-4%	-$15.1K	0.33%	79
2014 Q4	$341K	Buy	+3,624	New	+$327K	0.32%	77

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

Pinnacle Wealth Management Advisory Group's DIS Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Walt Disney (DIS) stake by 11% in Q1 2026, selling an estimated $342K and leaving 25,507 shares worth $2.46M. The position accounts for 0.17% of the portfolio, ranked #107.

Pinnacle Wealth Management Advisory Group first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.28M in Q1 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 25,507 shares of Walt Disney worth $2.46M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 3,232 Walt Disney shares in Q1 2026, an estimated $342K.
Walt Disney made up 0.17% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #107 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
Pinnacle Wealth Management Advisory Group's Walt Disney position peaked at $7.28M in Q1 2022.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.