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Tyler-Stone Wealth Management’s Walt Disney DIS Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		$373K Buy
3,011
+25
+0.8% +$2.6K 0.06% 228
2025
Q1 		$295K Sell
2,986
-218
-7% -$23.4K 0.05% 260
2024
Q4 		$357K Buy
3,204
+41
+1% +$4.31K 0.06% 231
2024
Q3 		$304K Buy
3,163
+1,506
+91% +$139K 0.06% 244
2024
Q2 		$165K Sell
1,657
-320
-16% -$34.4K 0.07% 217
2024
Q1 		$242K Sell
1,977
-788
-28% -$82.3K 0.11% 171
2023
Q4 		$250K Sell
2,765
-270
-9% -$23.8K 0.13% 157
2023
Q3 		$246K Sell
3,035
-292
-9% -$24.9K 0.14% 134
2023
Q2 		$297K Buy
+3,327
New +$315K 0.17% 117
2022
Q4 		$361K Sell
4,151
-103
-2% -$9.85K 0.25% 86
2022
Q3 		$401K Sell
4,254
-145
-3% -$15.5K 0.31% 67
2022
Q2 		$415K Sell
4,399
-147
-3% -$16.3K 0.28% 74
2022
Q1 		$623K Buy
4,546
+165
+4% +$23.9K 0.34% 66
2021
Q4 		$679K Buy
+4,381
New +$708K 0.36% 56

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's DIS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Walt Disney (DIS) stake by 0.84% in Q2 2025, buying an estimated $2.6K and bringing the position to 3,011 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #228.

Tyler-Stone Wealth Management first reported a position in DIS in Q4 2021 and has held it in 14 quarters since. The position peaked at $679K in Q4 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,011 shares of Walt Disney worth $373K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 25 Walt Disney shares in Q2 2025, an estimated $2.6K.
  • Walt Disney made up 0.06% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #228 holding.
  • Tyler-Stone Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Walt Disney position peaked at $679K in Q4 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.