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Smith Salley Wealth Management’s Walt Disney DIS Stock Holding History

Smith Salley Wealth Management’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
Q1 		– Sell
-1,857
Closed -$211K – 271
2025
Q4 		$211K Buy
+1,857
New +$205K 0.01% 255
2025
Q3 		– Sell
-1,879
Closed -$233K – 265
2025
Q2 		$233K Buy
+1,879
New +$195K 0.01% 241
2025
Q1 		– Sell
-2,002
Closed -$223K – 251
2024
Q4 		$223K Sell
2,002
-382
-16% -$40.1K 0.01% 231
2024
Q3 		$229K Buy
+2,384
New +$219K 0.02% 227
2024
Q2 		– Sell
-1,774
Closed -$217K – 226
2024
Q1 		$217K Buy
+1,774
New +$185K 0.02% 218
2023
Q3 		– Sell
-2,408
Closed -$215K – 231
2023
Q2 		$215K Sell
2,408
-111,283
-98% -$10.5M 0.02% 219
2023
Q1 		$11.4M Buy
113,691
+4,233
+4% +$427K 0.91% 38
2022
Q4 		$9.51M Sell
109,458
-8,503
-7% -$813K 0.81% 41
2022
Q3 		$11.1M Buy
117,961
+4,541
+4% +$486K 1.04% 34
2022
Q2 		$10.7M Sell
113,420
-2,297
-2% -$255K 0.93% 38
2022
Q1 		$15.9M Buy
115,717
+2,605
+2% +$377K 1.2% 32
2021
Q4 		$17.5M Buy
113,112
+430
+0.4% +$69.4K 1.24% 25
2021
Q3 		$19.1M Buy
112,682
+1,040
+0.9% +$185K 1.5% 19
2021
Q2 		$19.6M Buy
111,642
+2,889
+3% +$520K 1.59% 18
2021
Q1 		$20.1M Buy
108,753
+6,086
+6% +$1.12M 1.8% 14
2020
Q4 		$18.6M Buy
102,667
+22,288
+28% +$3.2M 1.88% 14
2020
Q3 		$9.97M Buy
80,379
+477
+0.6% +$59.6K 1.21% 32
2020
Q2 		$8.91M Buy
79,902
+2,401
+3% +$265K 1.19% 33
2020
Q1 		$7.49M Buy
77,501
+1,113
+1% +$141K 1.25% 30
2019
Q4 		$11M Buy
76,388
+1,484
+2% +$207K 1.46% 24
2019
Q3 		$9.76M Buy
74,904
+2,932
+4% +$405K 1.39% 27
2019
Q2 		$10.1M Buy
71,972
+3,951
+6% +$524K 1.52% 23
2019
Q1 		$7.55M Buy
68,021
+3,599
+6% +$402K 1.22% 33
2018
Q4 		$7.06M Buy
64,422
+15,864
+33% +$1.8M 1.3% 27
2018
Q3 		$5.68M Buy
48,558
+1,271
+3% +$141K 0.9% 42
2018
Q2 		$4.96M Buy
47,287
+1,418
+3% +$145K 0.85% 44
2018
Q1 		$4.61M Buy
45,869
+820
+2% +$87.1K 0.83% 45
2017
Q4 		$4.84M Buy
45,049
+775
+2% +$79.8K 0.87% 41
2017
Q3 		$4.36M Buy
44,274
+679
+2% +$69.8K 0.84% 43
2017
Q2 		$4.63M Sell
43,595
-18,433
-30% -$2.02M 0.93% 39
2017
Q1 		$7.03M Sell
62,028
-34,826
-36% -$3.83M 1.44% 20
2016
Q4 		$10.1M Buy
96,854
+908
+0.9% +$88.5K 2.1% 8
2016
Q3 		$8.91M Sell
95,946
-889
-0.9% -$85.1K 1.98% 11
2016
Q2 		$9.47M Buy
96,835
+3,996
+4% +$400K 2.21% 7
2016
Q1 		$9.22M Buy
92,839
+4,949
+6% +$478K 2.31% 6
2015
Q4 		$9.23M Buy
87,890
+1,122
+1% +$125K 2.3% 6
2015
Q3 		$8.87M Buy
86,768
+4,746
+6% +$517K 2.39% 5
2015
Q2 		$9.36M Buy
82,022
+2,871
+4% +$315K 2.38% 5
2015
Q1 		$8.3M Buy
79,151
+9,602
+14% +$969K 2.12% 6
2014
Q4 		$6.55M Buy
69,549
+5,252
+8% +$474K 1.7% 14
2014
Q3 		$5.72M Buy
64,297
+6,682
+12% +$589K 1.52% 16
2014
Q2 		$4.94M Buy
57,615
+8,851
+18% +$723K 1.32% 21
2014
Q1 		$3.9M Buy
48,764
+66
+0.1% +$5.12K 2.44% 6
2013
Q4 		$3.72M Buy
48,698
+211
+0.4% +$14.6K 2.43% 10
2013
Q3 		$3.13M Buy
48,487
+1,041
+2% +$66.7K 2.52% 11
2013
Q2 		$3M Buy
+47,446
New +$3M 2.41% 12

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

Smith Salley Wealth Management's DIS Position: Q1 2026 in Review

Smith Salley Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,857 shares — an estimated $211K sold.

Smith Salley Wealth Management first reported a position in DIS in Q2 2013 and held it in 46 quarters. The position peaked at $20.1M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Smith Salley Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,857 Walt Disney shares in Q1 2026, an estimated $211K.
  • Smith Salley Wealth Management first reported a position in Walt Disney in Q2 2013 and held it in 46 quarters.
  • Smith Salley Wealth Management's Walt Disney position peaked at $20.1M in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.