Spirit of America Management Corp’s Walt Disney DIS Stock Holding History

Spirit of America Management Corp’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 Q2	$1.4M	Hold	14,500	–	–	0.26%	102
2026 Q1	$1.4M	Hold	14,500	–	–	0.28%	101
2025 Q4	$1.65M	Hold	14,500	–	–	0.35%	82
2025 Q3	$1.66M	Hold	14,500	–	–	0.33%	80
2025 Q2	$1.8M	Hold	14,500	–	–	0.38%	74
2025 Q1	$1.43M	Sell	14,500 -6,400	-31%	-$688K	0.29%	84
2024 Q4	$2.33M	Hold	20,900	–	–	0.47%	53
2024 Q3	$2.01M	Buy	20,900 +300	+1%	+$27.6K	0.4%	63
2024 Q2	$2.05M	Hold	20,600	–	–	0.42%	63
2024 Q1	$2.52M	Hold	20,600	–	–	0.51%	54
2023 Q4	$1.86M	Buy	20,600 +200	+1%	+$17.6K	0.41%	60
2023 Q3	$1.65M	Buy	20,400 +1,450	+8%	+$124K	0.37%	59
2023 Q2	$1.69M	Hold	18,950	–	–	0.38%	64
2023 Q1	$1.9M	Sell	18,950 -1,000	-5%	-$101K	0.42%	60
2022 Q4	$1.73M	Hold	19,950	–	–	0.39%	70
2022 Q3	$1.88M	Hold	19,950	–	–	0.45%	63
2022 Q2	$1.88M	Buy	19,950 +1,000	+5%	+$111K	0.43%	66
2022 Q1	$2.6M	Hold	18,950	–	–	0.51%	60
2021 Q4	$2.94M	Hold	18,950	–	–	0.59%	51
2021 Q3	$3.21M	Buy	18,950 +1,150	+6%	+$205K	0.69%	40
2021 Q2	$3.13M	Buy	17,800 +300	+2%	+$54K	0.67%	40
2021 Q1	$3.23M	Buy	17,500 +900	+5%	+$166K	0.76%	38
2020 Q4	$3.01M	Sell	16,600 -1,100	-6%	-$158K	0.75%	40
2020 Q3	$2.2M	Sell	17,700 -750	-4%	-$93.7K	0.6%	50
2020 Q2	$2.06M	Hold	18,450	–	–	0.53%	45
2020 Q1	$1.78M	Buy	18,450 +700	+4%	+$88.5K	0.57%	43
2019 Q4	$2.57M	Buy	17,750 +1,600	+10%	+$223K	0.45%	53
2019 Q3	$2.1M	Buy	16,150 +1,500	+10%	+$207K	0.34%	67
2019 Q2	$2.05M	Buy	14,650 +450	+3%	+$59.7K	0.31%	73
2019 Q1	$1.58M	Buy	14,200 +1,200	+9%	+$134K	0.23%	89
2018 Q4	$1.43M	Hold	13,000	–	–	0.22%	93
2018 Q3	$1.52M	Sell	13,000 -1,000	-7%	-$111K	0.19%	100
2018 Q2	$1.47M	Sell	14,000 -1,000	-7%	-$102K	0.18%	105
2018 Q1	$1.51M	Hold	15,000	–	–	0.2%	98
2017 Q4	$1.61M	Sell	15,000 -2,000	-12%	-$206K	0.18%	104
2017 Q3	$1.68M	Hold	17,000	–	–	0.18%	100
2017 Q2	$1.81M	Hold	17,000	–	–	0.19%	96
2017 Q1	$1.93M	Hold	17,000	–	–	0.2%	92
2016 Q4	$1.77M	Sell	17,000 -3,000	-15%	-$293K	0.21%	95
2016 Q3	$1.86M	Sell	20,000 -2,000	-9%	-$192K	0.24%	89
2016 Q2	$2.15M	Hold	22,000	–	–	0.32%	76
2016 Q1	$2.19M	Hold	22,000	–	–	0.39%	72
2015 Q4	$2.31M	Hold	22,000	–	–	0.44%	61
2015 Q3	$2.25M	Hold	22,000	–	–	0.47%	58
2015 Q2	$2.51M	Hold	22,000	–	–	0.48%	53
2015 Q1	$2.31M	Hold	22,000	–	–	0.49%	59
2014 Q4	$2.07M	Hold	22,000	–	–	0.53%	51
2014 Q3	$1.96M	Hold	22,000	–	–	0.6%	43
2014 Q2	$1.89M	Hold	22,000	–	–	0.75%	31
2014 Q1	$1.76M	Buy	+22,000	New	+$1.71M	0.72%	35
2013 Q4	–	Sell	-22,000	Closed	-$1.42M	–	109
2013 Q3	$1.42M	Sell	22,000 -2,100	-9%	-$135K	0.52%	51
2013 Q2	$1.52M	Buy	+24,100	New	+$1.52M	0.55%	55

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's DIS Position: Q2 2026 in Review

Spirit of America Management Corp held its Walt Disney (DIS) position steady in Q2 2026 at 14,500 shares worth $1.4M. The position accounts for 0.26% of the portfolio, ranked #102.

Spirit of America Management Corp first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.23M in Q1 2021. 1,886 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Spirit of America Management Corp held 14,500 shares of Walt Disney worth $1.4M as of Q2 2026.
Spirit of America Management Corp left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.26% of Spirit of America Management Corp's portfolio in Q2 2026, its #102 holding.
Spirit of America Management Corp first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's Walt Disney position peaked at $3.23M in Q1 2021.
1,886 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.