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Walker Asset Management’s Walt Disney DIS Stock Holding History

Walker Asset 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
Q1 		– Sell
-1,819
Closed -$203K – 140
2024
Q4 		$203K Buy
+1,819
New +$191K 0.12% 131
2024
Q2 		– Sell
-2,711
Closed -$332K – 137
2024
Q1 		$332K Buy
2,711
+4
+0.1% +$418 0.22% 91
2023
Q4 		$244K Buy
+2,707
New +$239K 0.18% 111
2023
Q2 		– Sell
-2,213
Closed -$222K – 98
2023
Q1 		$222K Buy
+2,213
New +$223K 0.19% 83
2022
Q2 		– Sell
-1,762
Closed -$242K – 94
2022
Q1 		$242K Sell
1,762
-158
-8% -$22.8K 0.19% 83
2021
Q4 		$297K Buy
+1,920
New +$310K 0.26% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Walker Asset Management's DIS Position: Q1 2025 in Review

Walker Asset Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,819 shares — an estimated $203K sold.

Walker Asset Management first reported a position in DIS in Q4 2021 and held it in 6 quarters. The position peaked at $332K in Q1 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Walker Asset Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Walker Asset Management sold 1,819 Walt Disney shares in Q1 2025, an estimated $203K.
  • Walker Asset Management first reported a position in Walt Disney in Q4 2021 and held it in 6 quarters.
  • Walker Asset Management's Walt Disney position peaked at $332K in Q1 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Walker Asset Management's 13F filing for Q1 2025, filed 15 Apr 2025.