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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
Q2 		$861K Sell
8,947
-191
-2% -$19.5K 0.46% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Widmann Financial Services's DIS Position: Q2 2026 in Review

Widmann Financial Services reduced its Walt Disney (DIS) stake by 2.1% in Q2 2026, selling an estimated $19.5K and leaving 8,947 shares worth $861K. The position accounts for 0.46% of the portfolio, ranked #61.

Widmann Financial Services first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2021. 2,938 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Widmann Financial Services held 8,947 shares of Walt Disney worth $861K as of Q2 2026.
  • Widmann Financial Services sold 191 Walt Disney shares in Q2 2026, an estimated $19.5K.
  • Walt Disney made up 0.46% of Widmann Financial Services's portfolio in Q2 2026, its #61 holding.
  • Widmann Financial Services first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Walt Disney position peaked at $1.7M in Q4 2021.
  • 2,938 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.