Seamount Financial Group
DIS icon

Seamount Financial Group’s Walt Disney DIS Stock Holding History

Seamount Financial Group’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
Q3 		$272K Sell
2,592
-160
-6% -$16.4K 0.11% 120
2026
Q2 		$265K Hold
2,752
– – 0.11% 125
2026
Q1 		$265K Sell
2,752
-433
-14% -$45.8K 0.12% 115
2025
Q4 		$362K Hold
3,185
– – 0.16% 102
2025
Q3 		$365K Sell
3,185
-140
-4% -$16.5K 0.17% 104
2025
Q2 		$412K Buy
3,325
+945
+40% +$98.2K 0.21% 87
2025
Q1 		$235K Hold
2,380
– – 0.16% 93
2024
Q4 		$265K Hold
2,380
– – 0.18% 93
2024
Q3 		$229K Hold
2,380
– – 0.17% 90
2024
Q2 		$236K Buy
2,380
+450
+23% +$48.4K 0.19% 83
2024
Q1 		$236K Buy
+1,930
New +$202K 0.21% 83

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Seamount Financial Group's DIS Position: Q3 2026 in Review

Seamount Financial Group reduced its Walt Disney (DIS) stake by 5.8% in Q3 2026, selling an estimated $16.4K and leaving 2,592 shares worth $272K. The position accounts for 0.11% of the portfolio, ranked #120.

Seamount Financial Group first reported a position in DIS in Q1 2024 and has held it in 11 quarters since. The position peaked at $412K in Q2 2025. 2,631 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Seamount Financial Group held 2,592 shares of Walt Disney worth $272K as of Q3 2026.
  • Seamount Financial Group sold 160 Walt Disney shares in Q3 2026, an estimated $16.4K.
  • Walt Disney made up 0.11% of Seamount Financial Group's portfolio in Q3 2026, its #120 holding.
  • Seamount Financial Group first reported a position in Walt Disney in Q1 2024 and has held it in 11 quarters since.
  • Seamount Financial Group's Walt Disney position peaked at $412K in Q2 2025.
  • 2,631 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.