Stockman Wealth Management’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
Q1 | $276K | Buy |
2,866
+90
| +3% | +$9.51K | 0.03% | 147 |
|
|
2025
Q4 | $316K | Sell |
2,776
-482
| -15% | -$53.1K | 0.04% | 136 |
|
|
2025
Q3 | $373K | Buy |
3,258
+157
| +5% | +$18.5K | 0.05% | 124 |
|
|
2025
Q2 | $385K | Sell |
3,101
-60
| -2% | -$6.23K | 0.05% | 120 |
|
|
2025
Q1 | $312K | Sell |
3,161
-55
| -2% | -$5.91K | 0.05% | 131 |
|
|
2024
Q4 | $358K | Sell |
3,216
-153
| -5% | -$16.1K | 0.06% | 127 |
|
|
2024
Q3 | $324K | Sell |
3,369
-178
| -5% | -$16.4K | 0.05% | 138 |
|
|
2024
Q2 | $352K | Sell |
3,547
-135
| -4% | -$14.5K | 0.06% | 129 |
|
|
2024
Q1 | $451K | Sell |
3,682
-169
| -4% | -$17.7K | 0.08% | 113 |
|
|
2023
Q4 | $348K | Sell |
3,851
-310
| -7% | -$27.3K | 0.07% | 126 |
|
|
2023
Q3 | $337K | Buy |
4,161
+94
| +2% | +$8.03K | 0.07% | 127 |
|
|
2023
Q2 | $363K | Sell |
4,067
-747
| -16% | -$70.8K | 0.08% | 128 |
|
|
2023
Q1 | $482K | Sell |
4,814
-2,455
| -34% | -$248K | 0.11% | 106 |
|
|
2022
Q4 | $632K | Sell |
7,269
-522
| -7% | -$49.9K | 0.15% | 95 |
|
|
2022
Q3 | $735K | Sell |
7,791
-1,575
| -17% | -$169K | 0.2% | 72 |
|
|
2022
Q2 | $884K | Buy |
9,366
+969
| +12% | +$108K | 0.23% | 64 |
|
|
2022
Q1 | $1.15M | Sell |
8,397
-421
| -5% | -$60.9K | 0.24% | 62 |
|
|
2021
Q4 | $1.37M | Sell |
8,818
-359
| -4% | -$58K | 0.28% | 63 |
|
|
2021
Q3 | $1.55M | Buy |
9,177
+113
| +1% | +$20.1K | 0.35% | 58 |
|
|
2021
Q2 | $1.59M | Buy |
9,064
+45
| +0.5% | +$8.09K | 0.38% | 56 |
|
|
2021
Q1 | $1.66M | Sell |
9,019
-681
| -7% | -$126K | 0.46% | 53 |
|
|
2020
Q4 | $1.76M | Buy |
9,700
+265
| +3% | +$38K | 0.54% | 54 |
|
|
2020
Q3 | $1.17M | Hold |
9,435
| – | – | 0.43% | 58 |
|
|
2020
Q2 | $1.05M | Sell |
9,435
-27
| -0.3% | -$2.98K | 0.39% | 58 |
|
|
2020
Q1 | $914K | Sell |
9,462
-113
| -1% | -$14.3K | 0.41% | 59 |
|
|
2019
Q4 | $1.39M | Buy |
9,575
+46
| +0.5% | +$6.42K | 0.49% | 54 |
|
|
2019
Q3 | $1.24M | Sell |
9,529
-7
| -0.1% | -$968 | 0.48% | 54 |
|
|
2019
Q2 | $1.33M | Buy |
9,536
+143
| +2% | +$19K | 0.54% | 53 |
|
|
2019
Q1 | $1.04M | Buy |
9,393
+1
| +0% | +$112 | 0.46% | 56 |
|
|
2018
Q4 | $1.03M | Buy |
9,392
+95
| +1% | +$10.8K | 0.49% | 56 |
|
|
2018
Q3 | $1.09M | Buy |
9,297
+96
| +1% | +$10.7K | 0.47% | 53 |
|
|
2018
Q2 | $964K | Sell |
9,201
-80
| -0.9% | -$8.18K | 0.44% | 55 |
|
|
2018
Q1 | $932K | Buy |
9,281
+359
| +4% | +$38.1K | 0.43% | 60 |
|
|
2017
Q4 | $959K | Sell |
8,922
-21
| -0.2% | -$2.16K | 0.43% | 60 |
|
|
2017
Q3 | $881K | Buy |
8,943
+2,093
| +31% | +$215K | 0.42% | 63 |
|
|
2017
Q2 | $728K | Sell |
6,850
-2,033
| -23% | -$223K | 0.73% | 50 |
|
|
2017
Q1 | $1.01M | Buy |
8,883
+1,439
| +19% | +$158K | 0.57% | 49 |
|
|
2016
Q4 | $776K | Hold |
7,444
| – | – | 0.47% | 53 |
|
|
2016
Q3 | $691K | Buy |
7,444
+1
| +0% | +$96 | 0.43% | 57 |
|
|
2016
Q2 | $728K | Hold |
7,443
| – | – | 0.57% | 49 |
|
|
2016
Q1 | $739K | Sell |
7,443
-23
| -0.3% | -$2.22K | 0.59% | 51 |
|
|
2015
Q4 | $785K | Sell |
7,466
-500
| -6% | -$55.7K | 0.64% | 50 |
|
|
2015
Q3 | $814K | Sell |
7,966
-2,515
| -24% | -$274K | 0.7% | 50 |
|
|
2015
Q2 | $1.2M | Sell |
10,481
-76
| -0.7% | -$8.35K | 1.02% | 47 |
|
|
2015
Q1 | $1.11M | Buy |
10,557
+202
| +2% | +$20.4K | 0.95% | 47 |
|
|
2014
Q4 | $975K | Buy |
+10,355
| New | +$934K | 0.83% | 49 |
|
Other funds holding DIS
VCM
VPM
Stockman Wealth Management's DIS Position: Q1 2026 in Review
Stockman Wealth Management increased its Walt Disney (DIS) stake by 3.2% in Q1 2026, buying an estimated $9.51K and bringing the position to 2,866 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #147.
Stockman Wealth Management first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.76M in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Stockman Wealth Management held 2,866 shares of Walt Disney worth $276K as of Q1 2026.
- Stockman Wealth Management bought 90 Walt Disney shares in Q1 2026, an estimated $9.51K.
- Walt Disney made up 0.03% of Stockman Wealth Management's portfolio in Q1 2026, its #147 holding.
- Stockman Wealth Management first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
- Stockman Wealth Management's Walt Disney position peaked at $1.76M in Q4 2020.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.