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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
2025
Q4 		– Sell
-44,900
Closed -$5.14M – 1068
2025
Q3 		$5.14M Buy
+44,900
New +$5.29M 1.06% 17
2023
Q4 		– Sell
-50,000
Closed -$4.05M – 717
2023
Q3 		$4.05M Buy
+50,000
New +$4.27M 0.42% 41
2023
Q1 		– Sell
-237,500
Closed -$20.6M – 914
2022
Q4 		$20.6M Buy
+237,500
New +$22.7M 0.78% 28
2021
Q3 		– Sell
-50
Closed -$879K – 733
2021
Q2 		$879K Sell
50
-24
-32% -$4.32K 0.07% 274
2021
Q1 		$1.36M Sell
74
-399
-84% -$73.6K 0.15% 153
2020
Q4 		$8.57M Hold
473
– – 0.72% 21
2020
Q3 		$5.87M Sell
473
-72
-13% -$9K 0.62% 32
2020
Q2 		$6.08M Buy
545
+102
+23% +$11.3K 0.76% 24
2020
Q1 		$4.28M Sell
443
-496
-53% -$62.7K 0.75% 35
2019
Q4 		$13.6M Buy
+939
New +$131K 1.03% 18
2019
Q2 		– Sell
-704
Closed -$7.82M – 338
2019
Q1 		$7.82M Sell
704
-5
-0.7% -$559 1.43% 18
2018
Q4 		$7.77M Buy
+709
New +$80.6K 0.67% 22
2017
Q1 		– Sell
-372
Closed -$3.88M – 313
2016
Q4 		$3.88M Buy
+372
New +$36.3K 0.84% 26
2016
Q1 		– Sell
-1,179
Closed -$14K – 193
2015
Q4 		$14K Buy
+1,179
New +$131K ﹤0.01% 239
2014
Q1 		– Sell
-408
Closed -$1K – 446
2013
Q4 		$1K Buy
+408
New +$28.3K ﹤0.01% 453

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.