WMA
DIS icon

Wealth Management Associates’s Walt Disney DIS Stock Holding History

Wealth Management Associates’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 1,365 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.
  • 1,365 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.