WMWM
DIS icon

Whitaker-Myers Wealth Managers’s Walt Disney DIS Stock Holding History

Whitaker-Myers Wealth Managers’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
-3,326
Closed -$370K – 121
2024
Q4 		$370K Buy
+3,326
New +$349K 0.11% 78

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

Whitaker-Myers Wealth Managers's DIS Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 3,326 shares — an estimated $370K sold.

Whitaker-Myers Wealth Managers first reported a position in DIS in Q4 2024 and held it in 1 quarter. The position peaked at $370K in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 3,326 Walt Disney shares in Q1 2025, an estimated $370K.
  • Whitaker-Myers Wealth Managers first reported a position in Walt Disney in Q4 2024 and held it in 1 quarter.
  • Whitaker-Myers Wealth Managers's Walt Disney position peaked at $370K in Q4 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.