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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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. 2,941 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.
  • 2,941 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.