Wealth Advisors of Tampa Bay’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,850
| Closed | -$210K | – | 94 |
|
|
2025
Q4 | $210K | Sell |
1,850
-800
| -30% | -$88.1K | 0.07% | 88 |
|
|
2025
Q3 | $303K | Sell |
2,650
-981
| -27% | -$116K | 0.1% | 81 |
|
|
2025
Q2 | $450K | Hold |
3,631
| – | – | 0.17% | 74 |
|
|
2025
Q1 | $358K | Sell |
3,631
-1,575
| -30% | -$169K | 0.15% | 74 |
|
|
2024
Q4 | $580K | Sell |
5,206
-1,528
| -23% | -$161K | 0.25% | 67 |
|
|
2024
Q3 | $648K | Buy |
6,734
+3,006
| +81% | +$277K | 0.27% | 70 |
|
|
2024
Q2 | $370K | Hold |
3,728
| – | – | 0.17% | 68 |
|
|
2024
Q1 | $456K | Sell |
3,728
-615
| -14% | -$64.2K | 0.22% | 66 |
|
|
2023
Q4 | $392K | Sell |
4,343
-16,125
| -79% | -$1.42M | 0.2% | 66 |
|
|
2023
Q3 | $1.66M | Buy |
20,468
+10,379
| +103% | +$886K | 0.46% | 60 |
|
|
2023
Q2 | $901K | Hold |
10,089
| – | – | 0.49% | 58 |
|
|
2023
Q1 | $1.01M | Buy |
10,089
+148
| +1% | +$14.9K | 0.58% | 52 |
|
|
2022
Q4 | $864K | Sell |
9,941
-1,700
| -15% | -$163K | 0.53% | 52 |
|
|
2022
Q3 | $1.1M | Sell |
11,641
-12,081
| -51% | -$1.29M | 0.75% | 46 |
|
|
2022
Q2 | $2.24M | Buy |
23,722
+7,600
| +47% | +$844K | 0.69% | 48 |
|
|
2022
Q1 | $2.21M | Sell |
16,122
-500
| -3% | -$72.3K | 0.6% | 55 |
|
|
2021
Q4 | $2.58M | Buy |
16,622
+9,707
| +140% | +$1.57M | 0.63% | 57 |
|
|
2021
Q3 | $1.17M | Buy |
6,915
+3,480
| +101% | +$620K | 0.65% | 56 |
|
|
2021
Q2 | $604K | Sell |
3,435
-98
| -3% | -$17.6K | 0.34% | 64 |
|
|
2021
Q1 | $652K | Hold |
3,533
| – | – | 0.39% | 64 |
|
|
2020
Q4 | $640K | Hold |
3,533
| – | – | 0.45% | 59 |
|
|
2020
Q3 | $438K | Buy |
3,533
+108
| +3% | +$13.5K | 0.33% | 64 |
|
|
2020
Q2 | $382K | Hold |
3,425
| – | – | 0.32% | 60 |
|
|
2020
Q1 | $331K | Hold |
3,425
| – | – | 0.37% | 58 |
|
|
2019
Q4 | $495K | Buy |
3,425
+125
| +4% | +$17.4K | 0.46% | 51 |
|
|
2019
Q3 | $430K | Sell |
3,300
-22
| -0.7% | -$3.04K | 0.36% | 58 |
|
|
2019
Q2 | $464K | Sell |
3,322
-100
| -3% | -$13.3K | 0.34% | 59 |
|
|
2019
Q1 | $380K | Buy |
3,422
+100
| +3% | +$11.2K | 0.28% | 58 |
|
|
2018
Q4 | $364K | Hold |
3,322
| – | – | 0.3% | 56 |
|
|
2018
Q3 | $389K | Sell |
3,322
-675
| -17% | -$75.1K | 0.27% | 55 |
|
|
2018
Q2 | $421K | Hold |
3,997
| – | – | 0.32% | 53 |
|
|
2018
Q1 | $401K | Hold |
3,997
| – | – | 0.29% | 56 |
|
|
2017
Q4 | $439K | Buy |
+3,997
| New | +$412K | 0.3% | 55 |
|
Other funds holding DIS
VCM
VPM
Wealth Advisors of Tampa Bay's DIS Position: Q1 2026 in Review
Wealth Advisors of Tampa Bay sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,850 shares — an estimated $210K sold.
Wealth Advisors of Tampa Bay first reported a position in DIS in Q4 2017 and held it in 33 quarters. The position peaked at $2.58M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Wealth Advisors of Tampa Bay reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
- Wealth Advisors of Tampa Bay sold 1,850 Walt Disney shares in Q1 2026, an estimated $210K.
- Wealth Advisors of Tampa Bay first reported a position in Walt Disney in Q4 2017 and held it in 33 quarters.
- Wealth Advisors of Tampa Bay's Walt Disney position peaked at $2.58M in Q4 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.