SWMG LLC’s Walt Disney DIS Stock Holding History

SWMG LLC’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	-2,004	Closed	-$218K	–	121
2025 Q4	$218K	Sell	2,004 -40	-2%	-$4.41K	0.06%	115
2025 Q3	$231K	Buy	2,044 +40	+2%	+$4.71K	0.07%	104
2025 Q2	$241K	Buy	+2,004	New	+$208K	0.08%	110
2025 Q1	–	Sell	-2,004	Closed	-$218K	–	112
2024 Q4	$218K	Sell	2,004 -26	-1%	-$2.73K	0.09%	112
2024 Q3	$209K	Buy	+2,030	New	+$187K	0.09%	118
2024 Q2	–	Sell	-1,999	Closed	-$245K	–	98
2024 Q1	$245K	Buy	+1,999	New	+$209K	0.11%	90
2023 Q2	–	Sell	-2,024	Closed	-$203K	–	94
2023 Q1	$203K	Buy	+2,024	New	+$204K	0.11%	89

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWMG LLC's DIS Position: Q1 2026 in Review

SWMG LLC sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,004 shares — an estimated $218K sold.

SWMG LLC first reported a position in DIS in Q1 2023 and held it in 7 quarters. The position peaked at $245K in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

SWMG LLC reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
SWMG LLC sold 2,004 Walt Disney shares in Q1 2026, an estimated $218K.
SWMG LLC first reported a position in Walt Disney in Q1 2023 and held it in 7 quarters.
SWMG LLC's Walt Disney position peaked at $245K in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on SWMG LLC's 13F filing for Q1 2026, filed 24 Apr 2026.