VWA
DIS icon

VSM Wealth Advisory’s Walt Disney DIS Stock Holding History

VSM Wealth Advisory’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 		$199K Hold
2,068
– – 0.05% 114
2026
Q1 		$199K Buy
2,068
+2
+0.1% +$211 0.06% 108
2025
Q4 		$235K Sell
2,066
-1
-0% -$110 0.07% 95
2025
Q3 		$237K Buy
2,067
+1
+0% +$118 0.07% 76
2025
Q2 		$256K Hold
2,066
– – 0.08% 80
2025
Q1 		$204K Sell
2,066
-599
-22% -$64.4K 0.07% 88
2024
Q4 		$268K Buy
+2,665
New +$280K 0.1% 77

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VSM Wealth Advisory's DIS Position: Q2 2026 in Review

VSM Wealth Advisory held its Walt Disney (DIS) position steady in Q2 2026 at 2,068 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #114.

VSM Wealth Advisory first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $268K in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • VSM Wealth Advisory held 2,068 shares of Walt Disney worth $199K as of Q2 2026.
  • VSM Wealth Advisory left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.05% of VSM Wealth Advisory's portfolio in Q2 2026, its #114 holding.
  • VSM Wealth Advisory first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Walt Disney position peaked at $268K in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.