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Watts Gwilliam & Co’s Walt Disney DIS Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.64M Hold
14,335
– – 0.26% 70
2025
Q2 		$1.65M Sell
14,335
-602
-4% -$62.5K 0.27% 67
2025
Q1 		$1.47M Buy
14,937
+436
+3% +$46.9K 0.32% 66
2024
Q4 		$1.62M Sell
14,501
-63
-0.4% -$6.62K 0.34% 60
2024
Q3 		$1.35M Buy
+14,564
New +$1.34M 0.29% 70
2024
Q1 		$1.52M Buy
+14,420
New +$1.51M 0.47% 46

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Watts Gwilliam & Co's DIS Position: Q3 2025 in Review

Watts Gwilliam & Co held its Walt Disney (DIS) position steady in Q3 2025 at 14,335 shares worth $1.64M. The position accounts for 0.26% of the portfolio, ranked #70.

Watts Gwilliam & Co first reported a position in DIS in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Watts Gwilliam & Co held 14,335 shares of Walt Disney worth $1.64M as of Q3 2025.
  • Watts Gwilliam & Co left its Walt Disney share count unchanged in Q3 2025.
  • Walt Disney made up 0.26% of Watts Gwilliam & Co's portfolio in Q3 2025, its #70 holding.
  • Watts Gwilliam & Co first reported a position in Walt Disney in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Walt Disney position peaked at $1.65M in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.