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Summit Financial’s Walt Disney DIS Stock Holding History

Summit Financial’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 		$4.8M Buy
49,465
+4,383
+10% +$447K 0.05% 355
2026
Q1 		$4.34M Buy
45,082
+3,008
+7% +$318K 0.06% 350
2025
Q4 		$4.82M Sell
42,074
-11,948
-22% -$1.32M 0.07% 278
2025
Q3 		$6.19M Buy
54,022
+13,168
+32% +$1.55M 0.09% 207
2025
Q2 		$5.09M Buy
40,854
+5,019
+14% +$521K 0.12% 160
2025
Q1 		$3.54M Buy
35,835
+1,736
+5% +$187K 0.1% 174
2024
Q4 		$3.81M Buy
34,099
+4,103
+14% +$431K 0.13% 134
2024
Q3 		$2.89M Buy
29,996
+8,989
+43% +$827K 0.11% 144
2024
Q2 		$2.09M Buy
21,007
+9,321
+80% +$1M 0.1% 152
2024
Q1 		$1.43M Sell
11,686
-1,068
-8% -$112K 0.08% 143
2023
Q4 		$1.16M Sell
12,754
-897
-7% -$79.1K 0.08% 159
2023
Q3 		$1.11M Sell
13,651
-76
-0.6% -$6.49K 0.08% 154
2023
Q2 		$1.23M Buy
13,727
+3,056
+29% +$289K 0.09% 134
2023
Q1 		$1.07M Sell
10,671
-352
-3% -$35.5K 0.09% 111
2022
Q4 		$958K Sell
11,023
-44
-0.4% -$4.21K 0.09% 116
2022
Q3 		$1.04M Sell
11,067
-273
-2% -$29.2K 0.1% 104
2022
Q2 		$1.07M Buy
11,340
+225
+2% +$25K 0.1% 92
2022
Q1 		$1.52M Buy
11,115
+2,759
+33% +$399K 0.12% 81
2021
Q4 		$1.29M Buy
8,356
+3,799
+83% +$614K 0.1% 89
2021
Q3 		$771K Buy
4,557
+1,063
+30% +$189K 0.07% 95
2021
Q2 		$614K Buy
+3,494
New +$628K 0.06% 73

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's DIS Position: Q2 2026 in Review

Summit Financial increased its Walt Disney (DIS) stake by 9.7% in Q2 2026, buying an estimated $447K and bringing the position to 49,465 shares worth $4.8M. The position accounts for 0.05% of the portfolio, ranked #355.

Summit Financial first reported a position in DIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.19M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Financial held 49,465 shares of Walt Disney worth $4.8M as of Q2 2026.
  • Summit Financial bought 4,383 Walt Disney shares in Q2 2026, an estimated $447K.
  • Walt Disney made up 0.05% of Summit Financial's portfolio in Q2 2026, its #355 holding.
  • Summit Financial first reported a position in Walt Disney in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Walt Disney position peaked at $6.19M in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.