WWM
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WJ Wealth Management’s Walt Disney DIS Stock Holding History

WJ Wealth 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
2024
Q4 		– Sell
-2,400
Closed -$231K – 76
2024
Q3 		$231K Sell
2,400
-300
-11% -$27.6K 0.08% 72
2024
Q2 		$268K Sell
2,700
-200
-7% -$21.5K 0.1% 72
2024
Q1 		$355K Hold
2,900
– – 0.14% 63
2023
Q4 		$262K Hold
2,900
– – 0.11% 69
2023
Q3 		$235K Hold
2,900
– – 0.11% 61
2023
Q2 		$259K Buy
+2,900
New +$275K 0.12% 57
2023
Q1 		– Sell
-3,100
Closed -$269K – 53
2022
Q4 		$269K Hold
3,100
– – 0.16% 47
2022
Q3 		$292K Hold
3,100
– – 0.18% 46
2022
Q2 		$292K Buy
3,100
+1,470
+90% +$163K 0.21% 42
2022
Q1 		$224K Buy
1,630
+50
+3% +$7.23K 0.15% 47
2021
Q4 		$243K Buy
+1,580
New +$255K 0.15% 50

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WJ Wealth Management's DIS Position: Q4 2024 in Review

WJ Wealth Management sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,400 shares — an estimated $231K sold.

WJ Wealth Management first reported a position in DIS in Q4 2021 and held it in 11 quarters. The position peaked at $355K in Q1 2024. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • WJ Wealth Management reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • WJ Wealth Management sold 2,400 Walt Disney shares in Q4 2024, an estimated $231K.
  • WJ Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 11 quarters.
  • WJ Wealth Management's Walt Disney position peaked at $355K in Q1 2024.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on WJ Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.