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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 $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

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.