SWM
DIS icon

Salvus Wealth Management’s Walt Disney DIS Stock Holding History

Salvus 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
2026
Q2 		$705K Sell
7,326
-675
-8% -$68.8K 0.4% 66
2026
Q1 		$771K Buy
8,001
+1,900
+31% +$201K 0.45% 64
2025
Q4 		$694K Sell
6,101
-3,152
-34% -$347K 0.39% 65
2025
Q3 		$1.06M Sell
9,253
-387
-4% -$45.6K 0.59% 46
2025
Q2 		$1.2M Sell
9,640
-151
-2% -$15.7K 0.7% 41
2025
Q1 		$966K Buy
9,791
+14
+0.1% +$1.5K 0.61% 48
2024
Q4 		$1.09M Sell
9,777
-83
-0.8% -$8.72K 0.69% 37
2024
Q3 		$948K Sell
9,860
-21
-0.2% -$1.93K 0.58% 48
2024
Q2 		$981K Sell
9,881
-119
-1% -$12.8K 0.67% 39
2024
Q1 		$1.22M Sell
10,000
-59
-0.6% -$6.16K 0.84% 30
2023
Q4 		$908K Sell
10,059
-50
-0.5% -$4.41K 0.65% 40
2023
Q3 		$819K Buy
10,109
+50
+0.5% +$4.27K 0.65% 40
2023
Q2 		$898K Buy
10,059
+128
+1% +$12.1K 0.69% 37
2023
Q1 		$994K Buy
9,931
+415
+4% +$41.8K 0.8% 31
2022
Q4 		$827K Sell
9,516
-586
-6% -$56K 0.76% 38
2022
Q3 		$953K Buy
10,102
+8
+0.1% +$856 0.91% 31
2022
Q2 		$953K Sell
10,094
-96
-0.9% -$10.7K 0.85% 32
2022
Q1 		$1.4M Buy
10,190
+911
+10% +$132K 1.07% 25
2021
Q4 		$1.44M Buy
9,279
+293
+3% +$47.3K 1.05% 27
2021
Q3 		$1.52M Buy
8,986
+483
+6% +$86.1K 1.24% 25
2021
Q2 		$1.51M Buy
8,503
+139
+2% +$25K 1.27% 24
2021
Q1 		$1.57M Buy
8,364
+491
+6% +$90.5K 1.46% 23
2020
Q4 		$1.41M Buy
+7,873
New +$1.13M 1.52% 21

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Salvus Wealth Management's DIS Position: Q2 2026 in Review

Salvus Wealth Management reduced its Walt Disney (DIS) stake by 8.4% in Q2 2026, selling an estimated $68.8K and leaving 7,326 shares worth $705K. The position accounts for 0.4% of the portfolio, ranked #66.

Salvus Wealth Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.57M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Salvus Wealth Management held 7,326 shares of Walt Disney worth $705K as of Q2 2026.
  • Salvus Wealth Management sold 675 Walt Disney shares in Q2 2026, an estimated $68.8K.
  • Walt Disney made up 0.4% of Salvus Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Salvus Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Salvus Wealth Management's Walt Disney position peaked at $1.57M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Salvus Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.