Redmont Wealth Advisors’s Walt Disney DIS Stock Holding History

Redmont Wealth Advisors’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	$260K	Hold	2,284	–	–	0.39%	51
2025 Q3	$262K	Hold	2,284	–	–	0.36%	58
2025 Q2	$283K	Buy	2,284 +2,283	+228,300%	+$237K	0.42%	56
2025 Q1	$99	Sell	1 -2,283	-100%	-$245K	﹤0.01%	174
2024 Q4	$254K	Hold	2,284	–	–	0.44%	59
2024 Q3	$220K	Hold	2,284	–	–	0.34%	63
2024 Q2	$227K	Hold	2,284	–	–	0.36%	65
2024 Q1	$279K	Sell	2,284 -1,803	-44%	-$188K	0.39%	58
2023 Q4	$369K	Buy	+4,087	New	+$360K	0.54%	50
2023 Q3	–	Sell	-4,546	Closed	-$406K	–	62
2023 Q2	$406K	Sell	4,546 -2,949	-39%	-$279K	0.7%	49
2023 Q1	$750K	Buy	7,495 +4,994	+200%	+$503K	1.52%	13
2022 Q4	$217K	Hold	2,501	–	–	0.25%	100
2022 Q3	$236K	Hold	2,501	–	–	0.31%	80
2022 Q2	$236K	Sell	2,501 -1,750	-41%	-$194K	0.29%	86
2022 Q1	$583K	Buy	4,251 +486	+13%	+$70.3K	0.62%	41
2021 Q4	$583K	Buy	+3,765	New	+$608K	0.62%	41

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Redmont Wealth Advisors's DIS Position: Q4 2025 in Review

Redmont Wealth Advisors held its Walt Disney (DIS) position steady in Q4 2025 at 2,284 shares worth $260K. The position accounts for 0.39% of the portfolio, ranked #51.

Redmont Wealth Advisors first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $750K in Q1 2023. 3,181 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Redmont Wealth Advisors held 2,284 shares of Walt Disney worth $260K as of Q4 2025.
Redmont Wealth Advisors left its Walt Disney share count unchanged in Q4 2025.
Walt Disney made up 0.39% of Redmont Wealth Advisors's portfolio in Q4 2025, its #51 holding.
Redmont Wealth Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
Redmont Wealth Advisors's Walt Disney position peaked at $750K in Q1 2023.
3,181 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.