Summit Securities Group’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 | $137K | Buy |
+1,421
| New | +$150K | 0.02% | 250 |
|
|
2025
Q4 | – | Sell |
-29,719
| Closed | -$3.27M | – | 1067 |
|
|
2025
Q3 | $3.4M | Buy |
29,719
+11,904
| +67% | +$1.4M | 0.7% | 32 |
|
|
2025
Q2 | $2.21M | Buy |
+17,815
| New | +$1.85M | 0.43% | 48 |
|
|
2025
Q1 | – | Sell |
-4,200
| Closed | -$468K | – | 866 |
|
|
2024
Q4 | $468K | Buy |
+4,200
| New | +$441K | 0.1% | 142 |
|
|
2023
Q4 | – | Sell |
-15,500
| Closed | -$1.26M | – | 716 |
|
|
2023
Q3 | $1.26M | Buy |
15,500
+12,824
| +479% | +$1.1M | 0.13% | 82 |
|
|
2023
Q2 | $239K | Buy |
2,676
+314
| +13% | +$29.7K | 0.03% | 197 |
|
|
2023
Q1 | $237K | Sell |
2,362
-72,183
| -97% | -$7.28M | 0.02% | 200 |
|
|
2022
Q4 | $6.48M | Buy |
74,545
+64,621
| +651% | +$6.18M | 0.24% | 67 |
|
|
2022
Q3 | $936K | Buy |
9,924
+3,134
| +46% | +$335K | 0.07% | 174 |
|
|
2022
Q2 | $641K | Buy |
6,790
+6,633
| +4,225% | +$736K | 0.08% | 168 |
|
|
2022
Q1 | $22K | Buy |
+157
| New | +$22.7K | ﹤0.01% | 701 |
|
|
2021
Q4 | – | Sell |
-1,829
| Closed | -$309K | – | 840 |
|
|
2021
Q3 | $309K | Sell |
1,829
-51
| -3% | -$9.09K | 0.02% | 524 |
|
|
2021
Q2 | $330K | Sell |
1,880
-14,560
| -89% | -$2.62M | 0.03% | 501 |
|
|
2021
Q1 | $3.03M | Buy |
16,440
+2,161
| +15% | +$399K | 0.33% | 60 |
|
|
2020
Q4 | $2.59M | Sell |
14,279
-50,700
| -78% | -$7.28M | 0.22% | 118 |
|
|
2020
Q3 | $8.06M | Sell |
64,979
-6,600
| -9% | -$825K | 0.85% | 27 |
|
|
2020
Q2 | $7.98M | Buy |
71,579
+5,100
| +8% | +$563K | 0.99% | 21 |
|
|
2020
Q1 | $6.42M | Sell |
66,479
-149,533
| -69% | -$18.9M | 1.13% | 23 |
|
|
2019
Q4 | $31.2M | Buy |
216,012
+162,112
| +301% | +$22.6M | 2.36% | 7 |
|
|
2019
Q3 | $7.02M | Buy |
53,900
+50,100
| +1,318% | +$6.93M | 0.62% | 29 |
|
|
2019
Q2 | $531K | Buy |
+3,800
| New | +$504K | 0.06% | 203 |
|
|
2019
Q1 | – | Sell |
-33,623
| Closed | -$3.76M | – | 236 |
|
|
2018
Q4 | $3.69M | Buy |
33,623
+29,323
| +682% | +$3.33M | 0.32% | 49 |
|
|
2018
Q3 | $503K | Buy |
+4,300
| New | +$479K | 0.19% | 85 |
|
|
2018
Q1 | – | Sell |
-60,800
| Closed | -$6.46M | – | 170 |
|
|
2017
Q4 | $6.54M | Buy |
+60,800
| New | +$6.26M | 0.78% | 13 |
|
|
2017
Q1 | – | Sell |
-70,400
| Closed | -$7.34M | – | 312 |
|
|
2016
Q4 | $7.34M | Buy |
70,400
+68,100
| +2,961% | +$6.64M | 1.6% | 11 |
|
|
2016
Q3 | $214K | Buy |
+2,300
| New | +$220K | 0.07% | 131 |
|
|
2016
Q1 | – | Sell |
-142,900
| Closed | -$15M | – | 192 |
|
|
2015
Q4 | $15M | Buy |
142,900
+136,600
| +2,168% | +$15.2M | 4.85% | 3 |
|
|
2015
Q3 | $644K | Sell |
6,300
-114,734
| -95% | -$12.5M | 0.46% | 37 |
|
|
2015
Q2 | $13.8M | Buy |
+121,034
| New | +$13.3M | 6.75% | 4 |
|
|
2015
Q1 | – | Sell |
-17,400
| Closed | -$1.64M | – | 436 |
|
|
2014
Q4 | $1.64M | Buy |
+17,400
| New | +$1.57M | 0.47% | 44 |
|
|
2014
Q1 | – | Sell |
-30,300
| Closed | -$2.31M | – | 445 |
|
|
2013
Q4 | $2.31M | Buy |
+30,300
| New | +$2.1M | 0.4% | 40 |
|
Other funds holding DIS
VCM
VPM
Summit Securities Group's DIS Position: Q1 2026 in Review
Summit Securities Group opened a new position in Walt Disney (DIS) in Q1 2026: 1,421 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in DIS as recently as Q3 2025.
Summit Securities Group first reported a position in DIS in Q4 2013 and has held it in 31 quarters since. The position peaked at $31.2M in Q4 2019. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Summit Securities Group held 1,421 shares of Walt Disney worth $137K as of Q1 2026.
- Walt Disney was a new Summit Securities Group position in Q1 2026.
- Walt Disney made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #250 holding.
- Summit Securities Group first reported a position in Walt Disney in Q4 2013 and has held it in 31 quarters since.
- Summit Securities Group's Walt Disney position peaked at $31.2M in Q4 2019.
- 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.