Wealth Management Associates’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
Q2 | $441K | Sell |
4,581
-766
| -14% | -$78.1K | 0.12% | 146 |
|
|
2026
Q1 | $515K | Sell |
5,347
-295
| -5% | -$31.2K | 0.18% | 112 |
|
|
2025
Q4 | $642K | Sell |
5,642
-83
| -1% | -$9.14K | 0.22% | 83 |
|
|
2025
Q3 | $656K | Buy |
5,725
+421
| +8% | +$49.6K | 0.23% | 81 |
|
|
2025
Q2 | $658K | Buy |
5,304
+409
| +8% | +$42.5K | 0.26% | 79 |
|
|
2025
Q1 | $483K | Buy |
4,895
+5
| +0.1% | +$537 | 0.21% | 96 |
|
|
2024
Q4 | $545K | Sell |
4,890
-211
| -4% | -$22.2K | 0.23% | 80 |
|
|
2024
Q3 | $491K | Buy |
5,101
+305
| +6% | +$28.1K | 0.22% | 91 |
|
|
2024
Q2 | $476K | Hold |
4,796
| – | – | 0.22% | 89 |
|
|
2024
Q1 | $476K | Buy |
4,796
+992
| +26% | +$104K | 0.22% | 89 |
|
|
2023
Q4 | $343K | Sell |
3,804
-394
| -9% | -$34.7K | 0.18% | 123 |
|
|
2023
Q3 | $340K | Buy |
4,198
+55
| +1% | +$4.7K | 0.2% | 111 |
|
|
2023
Q2 | $370K | Sell |
4,143
-1,043
| -20% | -$98.8K | 0.21% | 99 |
|
|
2023
Q1 | $519K | Buy |
5,186
+1,038
| +25% | +$105K | 0.32% | 74 |
|
|
2022
Q4 | $360K | Buy |
4,148
+371
| +10% | +$35.5K | 0.24% | 98 |
|
|
2022
Q3 | $356K | Buy |
3,777
+200
| +6% | +$21.4K | 0.25% | 109 |
|
|
2022
Q2 | $338K | Sell |
3,577
-468
| -12% | -$51.9K | 0.23% | 113 |
|
|
2022
Q1 | $555K | Buy |
4,045
+185
| +5% | +$26.7K | 0.31% | 79 |
|
|
2021
Q4 | $598K | Buy |
3,860
+33
| +0.9% | +$5.33K | 0.32% | 83 |
|
|
2021
Q3 | $647K | Sell |
3,827
-15
| -0.4% | -$2.67K | 0.38% | 66 |
|
|
2021
Q2 | $675K | Sell |
3,842
-9
| -0.2% | -$1.62K | 0.38% | 62 |
|
|
2021
Q1 | $711K | Buy |
3,851
+83
| +2% | +$15.3K | 0.45% | 53 |
|
|
2020
Q4 | $683K | Sell |
3,768
-47
| -1% | -$6.75K | 0.45% | 53 |
|
|
2020
Q3 | $473K | Sell |
3,815
-606
| -14% | -$75.7K | 0.37% | 64 |
|
|
2020
Q2 | $493K | Buy |
4,421
+503
| +13% | +$55.5K | 0.42% | 59 |
|
|
2020
Q1 | $378K | Sell |
3,918
-3,597
| -48% | -$455K | 0.38% | 64 |
|
|
2019
Q4 | $1.09M | Buy |
7,515
+2,564
| +52% | +$358K | 0.78% | 31 |
|
|
2019
Q3 | $645K | Buy |
4,951
+1,428
| +41% | +$197K | 0.52% | 46 |
|
|
2019
Q2 | $492K | Buy |
3,523
+647
| +22% | +$85.8K | 0.49% | 46 |
|
|
2019
Q1 | $319K | Buy |
2,876
+601
| +26% | +$67.2K | 0.35% | 67 |
|
|
2018
Q4 | $249K | Buy |
+2,275
| New | +$259K | 0.34% | 70 |
|
Other funds holding DIS
Wealth Management Associates's DIS Position: Q2 2026 in Review
Wealth Management Associates reduced its Walt Disney (DIS) stake by 14% in Q2 2026, selling an estimated $78.1K and leaving 4,581 shares worth $441K. The position accounts for 0.12% of the portfolio, ranked #146.
Wealth Management Associates first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.09M in Q4 2019. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Wealth Management Associates held 4,581 shares of Walt Disney worth $441K as of Q2 2026.
- Wealth Management Associates sold 766 Walt Disney shares in Q2 2026, an estimated $78.1K.
- Walt Disney made up 0.12% of Wealth Management Associates's portfolio in Q2 2026, its #146 holding.
- Wealth Management Associates first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Wealth Management Associates's Walt Disney position peaked at $1.09M in Q4 2019.
- 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.