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WealthBridge Capital Management’s Walt Disney DIS Stock Holding History

WealthBridge Capital 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
-1,978
Closed -$220K – 205
2024
Q4 		$220K Buy
+1,978
New +$208K 0.06% 188
2024
Q2 		– Sell
-2,051
Closed -$251K – 189
2024
Q1 		$251K Buy
+2,051
New +$214K 0.08% 151
2023
Q2 		– Sell
-3,855
Closed -$386K – 188
2023
Q1 		$386K Hold
3,855
– – 0.15% 115
2022
Q4 		$335K Sell
3,855
-303
-7% -$29K 0.14% 136
2022
Q3 		$393K Hold
4,158
– – 0.17% 118
2022
Q2 		$393K Sell
4,158
-928
-18% -$103K 0.17% 118
2022
Q1 		$698K Buy
5,086
+1,134
+29% +$164K 0.26% 82
2021
Q4 		$612K Buy
3,952
+58
+1% +$9.37K 0.23% 86
2021
Q3 		$659K Buy
3,894
+49
+1% +$8.73K 0.25% 79
2021
Q2 		$676K Buy
3,845
+6
+0.2% +$1.08K 0.25% 86
2021
Q1 		$708K Sell
3,839
-67
-2% -$12.4K 0.29% 77
2020
Q4 		$708K Buy
3,906
+493
+14% +$70.8K 0.31% 68
2020
Q3 		$424K Sell
3,413
-72
-2% -$9K 0.22% 82
2020
Q2 		$389K Sell
3,485
-243
-7% -$26.8K 0.22% 80
2020
Q1 		$360K Buy
3,728
+681
+22% +$86.1K 0.25% 78
2019
Q4 		$441K Buy
3,047
+555
+22% +$77.5K 0.29% 75
2019
Q3 		$325K Buy
2,492
+272
+12% +$37.6K 0.23% 85
2019
Q2 		$243K Buy
2,220
+69
+3% +$9.15K 0.22% 89
2019
Q1 		$287K Sell
2,151
-69
-3% -$7.71K 0.18% 89
2018
Q4 		$243K Buy
+2,220
New +$252K 0.18% 89

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

WealthBridge Capital Management's DIS Position: Q1 2025 in Review

WealthBridge Capital Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,978 shares — an estimated $220K sold.

WealthBridge Capital Management first reported a position in DIS in Q4 2018 and held it in 20 quarters. The position peaked at $708K in Q1 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • WealthBridge Capital Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,978 Walt Disney shares in Q1 2025, an estimated $220K.
  • WealthBridge Capital Management first reported a position in Walt Disney in Q4 2018 and held it in 20 quarters.
  • WealthBridge Capital Management's Walt Disney position peaked at $708K in Q1 2021.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on WealthBridge Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.