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Schwarz Dygos Wheeler Investment Advisors’s Walt Disney DIS Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026
Q1 		$1.09M Sell
11,309
-139
-1% -$14.7K 0.23% 64
2025
Q4 		$1.3M Buy
11,448
+4
+0% +$441 0.27% 58
2025
Q3 		$1.31M Sell
11,444
-376
-3% -$44.3K 0.28% 58
2025
Q2 		$1.47M Sell
11,820
-64
-0.5% -$6.65K 0.33% 55
2025
Q1 		$1.17M Sell
11,884
-538
-4% -$57.8K 0.28% 62
2024
Q4 		$1.38M Sell
12,422
-6,717
-35% -$706K 0.34% 55
2024
Q3 		$1.84M Buy
19,139
+1,234
+7% +$114K 0.46% 49
2024
Q2 		$1.78M Sell
17,905
-135
-0.7% -$14.5K 0.48% 46
2024
Q1 		$2.21M Sell
18,040
-150
-0.8% -$15.7K 0.62% 42
2023
Q4 		$1.64M Buy
18,190
+302
+2% +$26.6K 0.51% 44
2023
Q3 		$1.45M Buy
17,888
+3,181
+22% +$272K 0.49% 41
2023
Q2 		$1.31M Buy
14,707
+167
+1% +$15.8K 0.43% 48
2023
Q1 		$1.46M Buy
14,540
+214
+1% +$21.6K 0.53% 43
2022
Q4 		$1.24M Sell
14,326
-428
-3% -$40.9K 0.49% 44
2022
Q3 		$1.39M Sell
14,754
-210
-1% -$22.5K 0.62% 39
2022
Q2 		$1.41M Sell
14,964
-5,840
-28% -$648K 0.57% 44
2022
Q1 		$2.85M Buy
20,804
+105
+0.5% +$15.2K 0.96% 23
2021
Q4 		$3.21M Buy
20,699
+410
+2% +$66.2K 1.09% 24
2021
Q3 		$3.43M Sell
20,289
-62
-0.3% -$11.1K 1.26% 24
2021
Q2 		$3.58M Sell
20,351
-170
-0.8% -$30.6K 1.3% 20
2021
Q1 		$3.79M Buy
20,521
+81
+0.4% +$14.9K 1.56% 14
2020
Q4 		$3.7M Buy
20,440
+199
+1% +$28.6K 1.78% 15
2020
Q3 		$2.51M Sell
20,241
-1,024
-5% -$128K 1.42% 16
2020
Q2 		$2.47M Buy
21,265
+1,746
+9% +$193K 1.61% 16
2020
Q1 		$1.89M Buy
19,519
+566
+3% +$71.6K 1.6% 17
2019
Q4 		$2.74M Buy
18,953
+197
+1% +$27.5K 1.87% 13
2019
Q3 		$2.44M Sell
18,756
-127
-0.7% -$17.6K 1.94% 11
2019
Q2 		$2.64M Buy
18,883
+860
+5% +$114K 2.17% 11
2019
Q1 		$2M Buy
18,023
+1,357
+8% +$152K 1.72% 16
2018
Q4 		$1.83M Buy
+16,666
New +$1.89M 1.97% 12

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DIS Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Walt Disney (DIS) stake by 1.2% in Q1 2026, selling an estimated $14.7K and leaving 11,309 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #64.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.79M in Q1 2021. 2,991 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 11,309 shares of Walt Disney worth $1.09M as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 139 Walt Disney shares in Q1 2026, an estimated $14.7K.
  • Walt Disney made up 0.23% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Walt Disney position peaked at $3.79M in Q1 2021.
  • 2,991 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.