Tiemann Investment Advisors’s Walt Disney DIS Stock Holding History

Tiemann Investment Advisors’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 Q2	$467K	Sell	4,857 -599	-11%	-$61.1K	0.17%	105
2026 Q1	$526K	Buy	5,456 +879	+19%	+$92.9K	0.21%	93
2025 Q4	$521K	Buy	4,577 +12	+0.3%	+$1.32K	0.2%	89
2025 Q3	$523K	Hold	4,565	–	–	0.2%	87
2025 Q2	$566K	Buy	4,565 +95	+2%	+$9.87K	0.23%	78
2025 Q1	$441K	Sell	4,470 -40	-0.9%	-$4.3K	0.2%	92
2024 Q4	$502K	Sell	4,510 -1,025	-19%	-$108K	0.22%	86
2024 Q3	$532K	Sell	5,535 -70	-1%	-$6.44K	0.23%	85
2024 Q2	$557K	Sell	5,605 -35	-0.6%	-$3.77K	0.25%	81
2024 Q1	$690K	Sell	5,640 -150	-3%	-$15.7K	0.31%	70
2023 Q4	$523K	Buy	5,790 +150	+3%	+$13.2K	0.25%	85
2023 Q3	$457K	Sell	5,640 -190	-3%	-$16.2K	0.24%	87
2023 Q2	$521K	Sell	5,830 -107	-2%	-$10.1K	0.27%	82
2023 Q1	$594K	Buy	5,937 +120	+2%	+$12.1K	0.33%	71
2022 Q4	$505K	Buy	5,817 +915	+19%	+$87.5K	0.3%	80
2022 Q3	$462K	Hold	4,902	–	–	0.3%	73
2022 Q2	$463K	Sell	4,902 -58	-1%	-$6.44K	0.25%	88
2022 Q1	$680K	Sell	4,960 -78	-2%	-$11.3K	0.31%	72
2021 Q4	$780K	Buy	5,038 +55	+1%	+$8.88K	0.33%	73
2021 Q3	$843K	Sell	4,983 -100	-2%	-$17.8K	0.4%	63
2021 Q2	$893K	Hold	5,083	–	–	0.42%	62
2021 Q1	$938K	Sell	5,083 -105	-2%	-$19.4K	0.47%	58
2020 Q4	$940K	Sell	5,188 -55	-1%	-$7.89K	0.5%	50
2020 Q3	$651K	Buy	5,243 +15	+0.3%	+$1.88K	0.4%	65
2020 Q2	$583K	Buy	5,228 +210	+4%	+$23.2K	0.4%	66
2020 Q1	$485K	Buy	5,018 +102	+2%	+$12.9K	0.42%	63
2019 Q4	$711K	Sell	4,916 -90	-2%	-$12.6K	0.49%	54
2019 Q3	$652K	Buy	5,006 +187	+4%	+$25.9K	0.47%	57
2019 Q2	$673K	Sell	4,819 -110	-2%	-$14.6K	0.49%	57
2019 Q1	$547K	Buy	4,929 +202	+4%	+$22.6K	0.42%	64
2018 Q4	$518K	Hold	4,727	–	–	0.46%	59
2018 Q3	$553K	Buy	4,727 +202	+4%	+$22.5K	0.42%	63
2018 Q2	$474K	Hold	4,525	–	–	0.38%	75
2018 Q1	$455K	Buy	4,525 +153	+3%	+$16.3K	0.37%	78
2017 Q4	$470K	Hold	4,372	–	–	0.37%	77
2017 Q3	$431K	Buy	4,372 +77	+2%	+$7.92K	0.36%	80
2017 Q2	$456K	Hold	4,295	–	–	0.41%	71
2017 Q1	$487K	Buy	4,295 +2	+0%	+$220	0.45%	66
2016 Q4	$448K	Sell	4,293 -800	-16%	-$78K	0.44%	69
2016 Q3	$473K	Buy	5,093 +2	+0%	+$192	0.43%	75
2016 Q2	$498K	Sell	5,091 -225	-4%	-$22.5K	0.47%	68
2016 Q1	$528K	Sell	5,316 -98	-2%	-$9.46K	0.52%	61
2015 Q4	$569K	Buy	5,414 +5	+0.1%	+$557	0.58%	55
2015 Q3	$553K	Sell	5,409 -99	-2%	-$10.8K	0.6%	58
2015 Q2	$629K	Buy	5,508 +100	+2%	+$11K	0.64%	50
2015 Q1	$567K	Buy	5,408 +528	+11%	+$53.3K	0.59%	56
2014 Q4	$460K	Buy	4,880 +175	+4%	+$15.8K	0.49%	68
2014 Q3	$419K	Sell	4,705 -50	-1%	-$4.41K	0.47%	72
2014 Q2	$408K	Hold	4,755	–	–	0.45%	77
2014 Q1	$381K	Buy	4,755 +125	+3%	+$9.69K	0.43%	80
2013 Q4	$354K	Buy	+4,630	New	+$321K	0.42%	82

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tiemann Investment Advisors's DIS Position: Q2 2026 in Review

Tiemann Investment Advisors reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $61.1K and leaving 4,857 shares worth $467K. The position accounts for 0.17% of the portfolio, ranked #105.

Tiemann Investment Advisors first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $940K in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Tiemann Investment Advisors held 4,857 shares of Walt Disney worth $467K as of Q2 2026.
Tiemann Investment Advisors sold 599 Walt Disney shares in Q2 2026, an estimated $61.1K.
Walt Disney made up 0.17% of Tiemann Investment Advisors's portfolio in Q2 2026, its #105 holding.
Tiemann Investment Advisors first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
Tiemann Investment Advisors's Walt Disney position peaked at $940K in Q4 2020.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tiemann Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.