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Stone Summit Wealth’s Walt Disney DIS Stock Holding History

Stone Summit Wealth’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 		$683K Sell
7,090
-5,006
-41% -$529K 0.19% 79
2025
Q4 		$1.38M Sell
12,096
-2,094
-15% -$231K 0.37% 61
2025
Q3 		$1.62M Sell
14,190
-737
-5% -$86.8K 0.46% 59
2025
Q2 		$1.85M Sell
14,927
-357
-2% -$37.1K 0.57% 54
2025
Q1 		$1.51M Sell
15,284
-22
-0.1% -$2.36K 0.51% 61
2024
Q4 		$1.7M Sell
15,306
-940
-6% -$98.7K 0.57% 56
2024
Q3 		$1.56M Sell
16,246
-1,200
-7% -$110K 0.5% 61
2024
Q2 		$1.73M Sell
17,446
-630
-3% -$67.8K 0.62% 54
2024
Q1 		$2.21M Sell
18,076
-508
-3% -$53.1K 0.77% 44
2023
Q4 		$1.68M Sell
18,584
-1,334
-7% -$118K 0.64% 55
2023
Q3 		$1.61M Sell
19,918
-1,778
-8% -$152K 0.69% 51
2023
Q2 		$1.94M Sell
21,696
-748
-3% -$70.9K 0.8% 41
2023
Q1 		$2.25M Buy
22,444
+5
+0% +$504 1% 33
2022
Q4 		$1.95M Sell
22,439
-549
-2% -$52.5K 0.96% 34
2022
Q3 		$2.17M Buy
22,988
+815
+4% +$87.2K 1.33% 22
2022
Q2 		$2.09M Buy
22,173
+470
+2% +$52.2K 1.25% 25
2022
Q1 		$2.97M Buy
21,703
+8,350
+63% +$1.21M 1.67% 15
2021
Q4 		$2.06M Buy
+13,353
New +$2.16M 1.67% 19

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

Stone Summit Wealth's DIS Position: Q1 2026 in Review

Stone Summit Wealth reduced its Walt Disney (DIS) stake by 41% in Q1 2026, selling an estimated $529K and leaving 7,090 shares worth $683K. The position accounts for 0.19% of the portfolio, ranked #79.

Stone Summit Wealth first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.97M in Q1 2022. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Stone Summit Wealth held 7,090 shares of Walt Disney worth $683K as of Q1 2026.
  • Stone Summit Wealth sold 5,006 Walt Disney shares in Q1 2026, an estimated $529K.
  • Walt Disney made up 0.19% of Stone Summit Wealth's portfolio in Q1 2026, its #79 holding.
  • Stone Summit Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's Walt Disney position peaked at $2.97M in Q1 2022.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.