St. Louis Financial Planners Asset Management’s Walt Disney DIS Stock Holding History

St. Louis Financial Planners Asset 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	-25,352	Closed	-$2.88M	–	40
2025 Q4	$2.88M	Buy	25,352 +1,400	+6%	+$154K	1.77%	25
2025 Q3	$2.74M	Sell	23,952 -2,801	-10%	-$330K	1.77%	25
2025 Q2	$3.32M	Buy	+26,753	New	+$2.78M	2.53%	10
2025 Q1	–	Sell	-18,814	Closed	-$2.1M	–	30
2024 Q4	$2.1M	Sell	18,814 -2,486	-12%	-$261K	1.51%	14
2024 Q3	$2.03M	Buy	21,300 +2,674	+14%	+$246K	1.61%	23
2024 Q2	$1.83M	Sell	18,626 -266	-1%	-$28.6K	1.57%	29
2024 Q1	$2.25M	Sell	18,892 -636	-3%	-$66.4K	2.02%	11
2023 Q4	$1.76M	Buy	19,528 +318	+2%	+$28K	1.64%	18
2023 Q3	$1.52M	Buy	+19,210	New	+$1.64M	1.22%	14
2023 Q2	–	Sell	-14,929	Closed	-$1.49M	–	33
2023 Q1	$1.49M	Buy	+14,929	New	+$1.51M	1.7%	28

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

St. Louis Financial Planners Asset Management's DIS Position: Q1 2026 in Review

St. Louis Financial Planners Asset Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 25,352 shares — an estimated $2.88M sold.

St. Louis Financial Planners Asset Management first reported a position in DIS in Q1 2023 and held it in 10 quarters. The position peaked at $3.32M in Q2 2025. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

St. Louis Financial Planners Asset Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 25,352 Walt Disney shares in Q1 2026, an estimated $2.88M.
St. Louis Financial Planners Asset Management first reported a position in Walt Disney in Q1 2023 and held it in 10 quarters.
St. Louis Financial Planners Asset Management's Walt Disney position peaked at $3.32M in Q2 2025.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.