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	0.65%	41

Other funds holding DIS

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group

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