Schrum Private Wealth Management’s Walt Disney DIS Stock Holding History

Schrum Private 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
2025 Q4	–	Sell	-2,291	Closed	-$262K	–	125
2025 Q3	$262K	Buy	2,291 +1	+0%	+$118	0.19%	109
2025 Q2	$284K	Sell	2,290 -900	-28%	-$93.5K	0.23%	100
2025 Q1	$315K	Sell	3,190 -11	-0.3%	-$1.18K	0.28%	92
2024 Q4	$356K	Sell	3,201 -4,189	-57%	-$440K	0.3%	81
2024 Q3	$711K	Buy	7,390 +2,570	+53%	+$236K	0.37%	63
2024 Q2	$479K	Hold	4,820	–	–	0.43%	60
2024 Q1	$590K	Buy	4,820 +327	+7%	+$34.2K	0.54%	54
2023 Q4	$406K	Sell	4,493 -378	-8%	-$33.3K	0.58%	50
2023 Q3	$395K	Hold	4,871	–	–	0.45%	59
2023 Q2	$435K	Buy	4,871 +10	+0.2%	+$947	0.47%	57
2023 Q1	$487K	Sell	4,861 -205	-4%	-$20.7K	0.56%	54
2022 Q4	$440K	Sell	5,066 -222	-4%	-$21.2K	0.52%	55
2022 Q3	$499K	Sell	5,288 -1,577	-23%	-$169K	0.63%	46
2022 Q2	$648K	Hold	6,865	–	–	0.73%	36
2022 Q1	$806K	Hold	6,865	–	–	0.81%	36
2021 Q4	$1.06M	Buy	+6,865	New	+$1.11M	0.97%	28

Other funds holding DIS

JSC

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Schrum Private Wealth Management's DIS Position: Q4 2025 in Review

Schrum Private Wealth Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,291 shares — an estimated $262K sold.

Schrum Private Wealth Management first reported a position in DIS in Q4 2021 and held it in 16 quarters. The position peaked at $1.06M in Q4 2021. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Schrum Private Wealth Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Schrum Private Wealth Management sold 2,291 Walt Disney shares in Q4 2025, an estimated $262K.
Schrum Private Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 16 quarters.
Schrum Private Wealth Management's Walt Disney position peaked at $1.06M in Q4 2021.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Schrum Private Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.