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Summit Wealth & Retirement Planning’s Walt Disney DIS Stock Holding History

Summit Wealth & Retirement Planning’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 		$227K Sell
2,359
-415
-15% -$43.9K 0.05% 100
2025
Q4 		$316K Sell
2,774
-34
-1% -$3.74K 0.07% 81
2025
Q3 		$322K Buy
2,808
+11
+0.4% +$1.3K 0.08% 77
2025
Q2 		$347K Buy
2,797
+103
+4% +$10.7K 0.09% 69
2025
Q1 		$266K Buy
2,694
+200
+8% +$21.5K 0.08% 62
2024
Q4 		$278K Hold
2,494
– – 0.09% 60
2024
Q3 		$240K Sell
2,494
-837
-25% -$77K 0.08% 63
2024
Q2 		$331K Hold
3,331
– – 0.11% 49
2024
Q1 		$408K Buy
3,331
+402
+14% +$42K 0.15% 44
2023
Q4 		$264K Hold
2,929
– – 0.11% 49
2023
Q3 		$237K Hold
2,929
– – 0.1% 54
2023
Q2 		$262K Sell
2,929
-50
-2% -$4.74K 0.1% 54
2023
Q1 		$298K Buy
2,979
+50
+2% +$5.04K 0.11% 82
2022
Q4 		$254K Hold
2,929
– – 0.1% 90
2022
Q3 		$276K Hold
2,929
– – 0.11% 90
2022
Q2 		$277K Buy
+2,929
New +$325K 0.11% 93
2021
Q1 		– Sell
-5,178
Closed -$938K – 109
2020
Q4 		$938K Hold
5,178
– – 0.36% 53
2020
Q3 		$643K Sell
5,178
-50
-1% -$6.25K 0.28% 60
2020
Q2 		$583K Sell
5,228
-2,052
-28% -$227K 0.27% 68
2020
Q1 		$703K Buy
7,280
+546
+8% +$69K 0.38% 58
2019
Q4 		$974K Sell
6,734
-540
-7% -$75.4K 0.43% 44
2019
Q3 		$948K Sell
7,274
-480
-6% -$66.4K 0.57% 40
2019
Q2 		$1.08M Sell
7,754
-2,826
-27% -$375K 0.63% 38
2019
Q1 		$1.18M Buy
10,580
+278
+3% +$31.1K 0.7% 33
2018
Q4 		$1.13M Buy
+10,302
New +$1.17M 0.86% 29

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 Wealth & Retirement Planning's DIS Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Walt Disney (DIS) stake by 15% in Q1 2026, selling an estimated $43.9K and leaving 2,359 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #100.

Summit Wealth & Retirement Planning first reported a position in DIS in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.18M in Q1 2019. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,359 shares of Walt Disney worth $227K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 415 Walt Disney shares in Q1 2026, an estimated $43.9K.
  • Walt Disney made up 0.05% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #100 holding.
  • Summit Wealth & Retirement Planning first reported a position in Walt Disney in Q4 2018 and has held it in 25 quarters since.
  • Summit Wealth & Retirement Planning's Walt Disney position peaked at $1.18M in Q1 2019.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.