SFMG Wealth Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $385K | Sell |
3,998
-422
| -10% | -$43K | 0.02% | 226 |
|
|
2026
Q1 | $426K | Buy |
4,420
+302
| +7% | +$31.9K | 0.03% | 207 |
|
|
2025
Q4 | $469K | Buy |
4,118
+128
| +3% | +$14.1K | 0.03% | 195 |
|
|
2025
Q3 | $457K | Buy |
3,990
+126
| +3% | +$14.8K | 0.03% | 184 |
|
|
2025
Q2 | $479K | Buy |
3,864
+448
| +13% | +$46.5K | 0.04% | 160 |
|
|
2025
Q1 | $337K | Buy |
3,416
+27
| +0.8% | +$2.9K | 0.03% | 183 |
|
|
2024
Q4 | $377K | Sell |
3,389
-853
| -20% | -$89.6K | 0.03% | 177 |
|
|
2024
Q3 | $408K | Sell |
4,242
-199
| -4% | -$18.3K | 0.03% | 168 |
|
|
2024
Q2 | $441K | Sell |
4,441
-650
| -13% | -$70K | 0.04% | 157 |
|
|
2024
Q1 | $623K | Buy |
5,091
+890
| +21% | +$93K | 0.05% | 121 |
|
|
2023
Q4 | $379K | Buy |
4,201
+331
| +9% | +$29.2K | 0.04% | 166 |
|
|
2023
Q3 | $314K | Buy |
3,870
+595
| +18% | +$50.8K | 0.03% | 174 |
|
|
2023
Q2 | $292K | Buy |
3,275
+1,031
| +46% | +$97.7K | 0.03% | 181 |
|
|
2023
Q1 | $225K | Buy |
+2,244
| New | +$226K | 0.02% | 214 |
|
|
2022
Q4 | – | Sell |
-3,749
| Closed | -$350K | – | 268 |
|
|
2022
Q3 | $350K | Buy |
3,749
+84
| +2% | +$8.99K | 0.04% | 157 |
|
|
2022
Q2 | $346K | Sell |
3,665
-3,028
| -45% | -$336K | 0.04% | 165 |
|
|
2022
Q1 | $918K | Buy |
6,693
+46
| +0.7% | +$6.65K | 0.09% | 95 |
|
|
2021
Q4 | $1.03M | Sell |
6,647
-2,875
| -30% | -$464K | 0.1% | 97 |
|
|
2021
Q3 | $1.61M | Sell |
9,522
-90
| -0.9% | -$16K | 0.18% | 71 |
|
|
2021
Q2 | $1.69M | Buy |
9,612
+284
| +3% | +$51.1K | 0.19% | 62 |
|
|
2021
Q1 | $1.72M | Buy |
9,328
+672
| +8% | +$124K | 0.2% | 60 |
|
|
2020
Q4 | $1.57M | Buy |
8,656
+1,403
| +19% | +$201K | 0.2% | 60 |
|
|
2020
Q3 | $900K | Buy |
7,253
+2,214
| +44% | +$277K | 0.12% | 71 |
|
|
2020
Q2 | $562K | Buy |
5,039
+2,224
| +79% | +$246K | 0.08% | 88 |
|
|
2020
Q1 | $272K | Buy |
2,815
+927
| +49% | +$117K | 0.04% | 102 |
|
|
2019
Q4 | $273K | Buy |
1,888
+90
| +5% | +$12.6K | 0.03% | 136 |
|
|
2019
Q3 | $234K | Buy |
1,798
+217
| +14% | +$30K | 0.03% | 134 |
|
|
2019
Q2 | $229K | Buy |
+1,581
| New | +$210K | 0.03% | 134 |
|
|
2018
Q3 | – | Sell |
-5,694
| Closed | -$498K | – | 146 |
|
|
2018
Q2 | $498K | Buy |
5,694
+1,051
| +23% | +$107K | 0.08% | 70 |
|
|
2018
Q1 | $466K | Sell |
4,643
-107
| -2% | -$11.4K | 0.08% | 75 |
|
|
2017
Q4 | $511K | Buy |
4,750
+501
| +12% | +$51.6K | 0.08% | 70 |
|
|
2017
Q3 | $419K | Buy |
4,249
+3
| +0.1% | +$309 | 0.08% | 75 |
|
|
2017
Q2 | $451K | Buy |
+4,246
| New | +$465K | 0.09% | 69 |
|
Other funds holding DIS
SFMG Wealth Advisors's DIS Position: Q2 2026 in Review
SFMG Wealth Advisors reduced its Walt Disney (DIS) stake by 9.5% in Q2 2026, selling an estimated $43K and leaving 3,998 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #226.
SFMG Wealth Advisors first reported a position in DIS in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.72M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- SFMG Wealth Advisors held 3,998 shares of Walt Disney worth $385K as of Q2 2026.
- SFMG Wealth Advisors sold 422 Walt Disney shares in Q2 2026, an estimated $43K.
- Walt Disney made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #226 holding.
- SFMG Wealth Advisors first reported a position in Walt Disney in Q2 2017 and has held it in 33 quarters since.
- SFMG Wealth Advisors's Walt Disney position peaked at $1.72M in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.