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Widmann Financial Services’s Walt Disney DIS Stock Holding History

Widmann Financial Services’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
Q1 		$881K Buy
9,138
+31
+0.3% +$3.28K 0.52% 56
2025
Q4 		$1.04M Sell
9,107
-272
-3% -$30K 0.63% 43
2025
Q3 		$1.07M Sell
9,379
-159
-2% -$18.7K 0.68% 42
2025
Q2 		$1.18M Sell
9,538
-48
-0.5% -$4.99K 0.82% 36
2025
Q1 		$946K Sell
9,586
-119
-1% -$12.8K 0.74% 43
2024
Q4 		$1.08M Sell
9,705
-335
-3% -$35.2K 0.84% 36
2024
Q3 		$966K Sell
10,040
-69
-0.7% -$6.35K 0.73% 43
2024
Q2 		$1M Sell
10,109
-25
-0.2% -$2.69K 0.82% 37
2024
Q1 		$1.24M Sell
10,134
-23
-0.2% -$2.4K 1.04% 32
2023
Q4 		$917K Sell
10,157
-370
-4% -$32.6K 0.83% 40
2023
Q3 		$853K Sell
10,527
-191
-2% -$16.3K 0.85% 38
2023
Q2 		$957K Sell
10,718
-70
-0.6% -$6.63K 0.92% 37
2023
Q1 		$1.08M Buy
10,788
+190
+2% +$19.2K 1.09% 35
2022
Q4 		$921K Buy
10,598
+1
+0% +$96 0.96% 38
2022
Q3 		$1,000K Sell
10,597
-150
-1% -$16.1K 1.11% 32
2022
Q2 		$1.01M Buy
10,747
+25
+0.2% +$2.77K 1.05% 34
2022
Q1 		$1.47M Sell
10,722
-240
-2% -$34.7K 1.3% 27
2021
Q4 		$1.7M Buy
+10,962
New +$1.77M 1.4% 22

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Widmann Financial Services's DIS Position: Q1 2026 in Review

Widmann Financial Services increased its Walt Disney (DIS) stake by 0.34% in Q1 2026, buying an estimated $3.28K and bringing the position to 9,138 shares worth $881K. The position accounts for 0.52% of the portfolio, ranked #56.

Widmann Financial Services first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.7M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Widmann Financial Services held 9,138 shares of Walt Disney worth $881K as of Q1 2026.
  • Widmann Financial Services bought 31 Walt Disney shares in Q1 2026, an estimated $3.28K.
  • Walt Disney made up 0.52% of Widmann Financial Services's portfolio in Q1 2026, its #56 holding.
  • Widmann Financial Services first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Walt Disney position peaked at $1.7M in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.