SWA
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SFMG Wealth Advisors’s Walt Disney DIS Stock Holding History

SFMG Wealth 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
2018
Q2 		– Sell
-1,000
Closed -$6K – 154
2018
Q1 		$6K Buy
+1,000
New +$106K ﹤0.01% 154

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

SFMG Wealth Advisors's DIS Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Walt Disney (DIS) stake by 7.3% in Q1 2026, buying an estimated $31.9K and bringing the position to 4,420 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #207.

SFMG Wealth Advisors first reported a position in DIS in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.72M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • SFMG Wealth Advisors held 4,420 shares of Walt Disney worth $426K as of Q1 2026.
  • SFMG Wealth Advisors bought 302 Walt Disney shares in Q1 2026, an estimated $31.9K.
  • Walt Disney made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #207 holding.
  • SFMG Wealth Advisors first reported a position in Walt Disney in Q2 2017 and has held it in 32 quarters since.
  • SFMG Wealth Advisors's Walt Disney position peaked at $1.72M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.