SFA
DIS icon

Semmax Financial Advisors’s Walt Disney DIS Stock Holding History

Semmax Financial 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
Q2 		$1.78M Sell
15,841
-85
-0.5% -$8.83K 0.46% 70
2025
Q1 		$1.69M Sell
15,926
-238
-1% -$25.6K 0.46% 77
2024
Q4 		$1.77M Sell
16,164
-93
-0.6% -$9.77K 0.47% 73
2024
Q3 		$1.64M Buy
16,257
+1,797
+12% +$165K 0.45% 75
2024
Q2 		$1.24M Buy
14,460
+2,759
+24% +$297K 0.37% 77
2024
Q1 		$1.24M Sell
11,701
-258
-2% -$26.9K 0.41% 70
2023
Q4 		$1.32M Buy
11,959
+855
+8% +$75.4K 0.48% 66
2023
Q3 		$993K Buy
+11,104
New +$948K 0.4% 63
2022
Q4 		$705K Buy
7,055
+3,346
+90% +$320K 0.28% 64
2022
Q3 		$373K Buy
3,709
+2,487
+204% +$266K 0.16% 73
2022
Q2 		$137K Sell
1,222
-127
-9% -$14.1K 0.06% 95
2022
Q1 		$185K Sell
1,349
-122
-8% -$17.6K 0.07% 103
2021
Q4 		$228K Sell
1,471
-353
-19% -$57K 0.08% 103
2021
Q3 		$309K Sell
1,824
-185
-9% -$33K 0.11% 98
2021
Q2 		$353K Buy
2,009
+219
+12% +$39.4K 0.11% 100
2021
Q1 		$330K Buy
1,790
+301
+20% +$55.5K 0.12% 96
2020
Q4 		$270K Sell
1,489
-156
-9% -$22.4K 0.11% 98
2020
Q3 		$204K Buy
1,645
+109
+7% +$13.6K 0.1% 90
2020
Q2 		$171K Buy
1,536
+198
+15% +$21.9K 0.09% 90
2020
Q1 		$129K Buy
1,338
+185
+16% +$23.4K 0.08% 94
2019
Q4 		$167K Buy
1,153
+131
+13% +$18.3K 0.09% 90
2019
Q3 		$133K Buy
1,022
+174
+21% +$24.1K 0.08% 87
2019
Q2 		$118K Buy
848
+575
+211% +$76.3K 0.08% 93
2019
Q1 		$30K Buy
273
+65
+31% +$7.26K 0.02% 225
2018
Q4 		$23K Buy
+208
New +$23.6K 0.02% 261

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Semmax Financial Advisors's DIS Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Walt Disney (DIS) stake by 0.53% in Q2 2025, selling an estimated $8.83K and leaving 15,841 shares worth $1.78M. The position accounts for 0.46% of the portfolio, ranked #70.

Semmax Financial Advisors first reported a position in DIS in Q4 2018 and has held it in 25 quarters since. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Semmax Financial Advisors held 15,841 shares of Walt Disney worth $1.78M as of Q2 2025.
  • Semmax Financial Advisors sold 85 Walt Disney shares in Q2 2025, an estimated $8.83K.
  • Walt Disney made up 0.46% of Semmax Financial Advisors's portfolio in Q2 2025, its #70 holding.
  • Semmax Financial Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 25 quarters since.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.