Sound Income Strategies’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 | $288K | Sell |
2,988
-124
| -4% | -$12.6K | 0.01% | 385 |
|
|
2026
Q1 | $300K | Sell |
3,112
-109
| -3% | -$11.5K | 0.01% | 324 |
|
|
2025
Q4 | $358K | Sell |
3,221
-615
| -16% | -$67.7K | 0.02% | 303 |
|
|
2025
Q3 | $426K | Buy |
3,836
+374
| +11% | +$44K | 0.02% | 207 |
|
|
2025
Q2 | $429K | Sell |
3,462
-829
| -19% | -$86.1K | 0.02% | 199 |
|
|
2025
Q1 | $424K | Buy |
4,291
+226
| +6% | +$24.3K | 0.03% | 195 |
|
|
2024
Q4 | $453K | Sell |
4,065
-39
| -1% | -$4.1K | 0.03% | 170 |
|
|
2024
Q3 | $395K | Sell |
4,104
-576
| -12% | -$53K | 0.03% | 175 |
|
|
2024
Q2 | $465K | Buy |
4,680
+192
| +4% | +$20.7K | 0.03% | 164 |
|
|
2024
Q1 | $549K | Buy |
4,488
+394
| +10% | +$41.2K | 0.04% | 147 |
|
|
2023
Q4 | $370K | Buy |
4,094
+1,719
| +72% | +$152K | 0.03% | 150 |
|
|
2023
Q3 | $192K | Buy |
2,375
+213
| +10% | +$18.2K | 0.02% | 157 |
|
|
2023
Q2 | $193K | Buy |
2,162
+124
| +6% | +$11.7K | 0.02% | 151 |
|
|
2023
Q1 | $204K | Buy |
2,038
+5
| +0.2% | +$504 | 0.02% | 147 |
|
|
2022
Q4 | $177K | Sell |
2,033
-367
| -15% | -$35.1K | 0.02% | 147 |
|
|
2022
Q3 | $226K | Buy |
2,400
+212
| +10% | +$22.7K | 0.03% | 131 |
|
|
2022
Q2 | $207K | Buy |
2,188
+144
| +7% | +$16K | 0.03% | 134 |
|
|
2022
Q1 | $280K | Buy |
2,044
+164
| +9% | +$23.7K | 0.03% | 126 |
|
|
2021
Q4 | $291K | Buy |
1,880
+94
| +5% | +$15.2K | 0.03% | 131 |
|
|
2021
Q3 | $302K | Buy |
1,786
+4
| +0.2% | +$713 | 0.04% | 124 |
|
|
2021
Q2 | $313K | Sell |
1,782
-1,501
| -46% | -$270K | 0.05% | 126 |
|
|
2021
Q1 | $606K | Buy |
3,283
+1,137
| +53% | +$210K | 0.1% | 92 |
|
|
2020
Q4 | $389K | Sell |
2,146
-1,179
| -35% | -$169K | 0.09% | 96 |
|
|
2020
Q3 | $413K | Buy |
3,325
+58
| +2% | +$7.25K | 0.11% | 74 |
|
|
2020
Q2 | $364K | Buy |
3,267
+114
| +4% | +$12.6K | 0.11% | 59 |
|
|
2020
Q1 | $305K | Buy |
3,153
+2,155
| +216% | +$272K | 0.11% | 53 |
|
|
2019
Q4 | $144K | Sell |
998
-18
| -2% | -$2.51K | 0.04% | 64 |
|
|
2019
Q3 | $132K | Buy |
1,016
+323
| +47% | +$44.7K | 0.04% | 70 |
|
|
2019
Q2 | $97K | Sell |
693
-100
| -13% | -$13.3K | 0.03% | 84 |
|
|
2019
Q1 | $88K | Buy |
793
+282
| +55% | +$31.5K | 0.04% | 92 |
|
|
2018
Q4 | $56K | Sell |
511
-176
| -26% | -$20K | 0.03% | 117 |
|
|
2018
Q3 | $80K | Buy |
687
+63
| +10% | +$7.01K | 0.04% | 93 |
|
|
2018
Q2 | $65K | Sell |
624
-33
| -5% | -$3.38K | 0.04% | 92 |
|
|
2018
Q1 | $66K | Buy |
657
+203
| +45% | +$21.6K | 0.04% | 91 |
|
|
2017
Q4 | $47K | Buy |
+454
| New | +$46.8K | 0.03% | 92 |
|
Other funds holding DIS
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Sound Income Strategies's DIS Position: Q2 2026 in Review
Sound Income Strategies reduced its Walt Disney (DIS) stake by 4% in Q2 2026, selling an estimated $12.6K and leaving 2,988 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #385.
Sound Income Strategies first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $606K in Q1 2021. 2,163 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Sound Income Strategies held 2,988 shares of Walt Disney worth $288K as of Q2 2026.
- Sound Income Strategies sold 124 Walt Disney shares in Q2 2026, an estimated $12.6K.
- Walt Disney made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #385 holding.
- Sound Income Strategies first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
- Sound Income Strategies's Walt Disney position peaked at $606K in Q1 2021.
- 2,163 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.