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Summit Securities Group’s Walt Disney DIS Stock Holding History

Summit Securities Group’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
-18,000
Closed -$2.05M – 1126
2025
Q4 		$2.05M Sell
18,000
-115,400
-87% -$12.7M 0.27% 69
2025
Q3 		$15.3M Buy
133,400
+133,300
+133,300% +$15.7M 3.16% 3
2025
Q2 		$12.4K Buy
+100
New +$10.4K ﹤0.01% 841
2023
Q4 		– Sell
-17,700
Closed -$1.44M – 715
2023
Q3 		$1.44M Sell
17,700
-2,300
-12% -$196K 0.15% 76
2023
Q2 		$1.79M Sell
20,000
-29,500
-60% -$2.79M 0.23% 67
2023
Q1 		$4.96M Sell
49,500
-25,700
-34% -$2.59M 0.41% 45
2022
Q4 		$6.53M Buy
+75,200
New +$7.19M 0.25% 64
2021
Q1 		– Sell
-500
Closed -$9.06M – 604
2020
Q4 		$9.06M Buy
+500
New +$71.8K 0.76% 19
2020
Q3 		– Sell
-20
Closed -$223K – 399
2020
Q2 		$223K Buy
+20
New +$2.21K 0.03% 381
2020
Q1 		– Sell
-75
Closed -$1.08M – 334
2019
Q4 		$1.08M Buy
+75
New +$10.5K 0.08% 203
2019
Q2 		– Sell
-1,772
Closed -$19.7M – 337
2019
Q1 		$19.7M Buy
1,772
+842
+91% +$94.1K 3.59% 5
2018
Q4 		$10.2M Buy
+930
New +$106K 0.88% 17
2018
Q2 		– Sell
-60
Closed -$603K – 228
2018
Q1 		$603K Buy
+60
New +$6.38K 0.15% 79
2017
Q4 		– Sell
-52
Closed -$513K – 197
2017
Q3 		$513K Buy
+52
New +$5.35K 0.09% 105
2015
Q4 		– Sell
-688
Closed -$2.96M – 318
2015
Q3 		$2.96M Buy
+688
New +$74.9K 2.13% 12
2015
Q1 		– Sell
-178
Closed -$110K – 435
2014
Q4 		$110K Buy
+178
New +$16K 0.03% 261

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 Securities Group's DIS Position: Q2 2026 in Review

Summit Securities Group increased its Walt Disney (DIS) stake by 76% in Q2 2026, buying an estimated $110K and bringing the position to 2,500 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #247.

Summit Securities Group first reported a position in DIS in Q4 2013 and has held it in 32 quarters since. The position peaked at $31.2M in Q4 2019. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Summit Securities Group held 2,500 shares of Walt Disney worth $241K as of Q2 2026.
  • Summit Securities Group bought 1,079 Walt Disney shares in Q2 2026, an estimated $110K.
  • Walt Disney made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #247 holding.
  • Summit Securities Group first reported a position in Walt Disney in Q4 2013 and has held it in 32 quarters since.
  • Summit Securities Group's Walt Disney position peaked at $31.2M in Q4 2019.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.