XF
DIS icon

XML Financial’s Walt Disney DIS Stock Holding History

XML Financial’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 		$1.3M Sell
13,472
-375
-3% -$38.2K 0.09% 164
2026
Q1 		$1.33M Sell
13,847
-1,906
-12% -$201K 0.11% 162
2025
Q4 		$1.79M Sell
15,753
-826
-5% -$91K 0.15% 131
2025
Q3 		$1.9M Buy
16,579
+1,268
+8% +$149K 0.15% 128
2025
Q2 		$1.9M Sell
15,311
-204
-1% -$21.2K 0.16% 122
2025
Q1 		$1.53M Buy
15,515
+976
+7% +$105K 0.14% 130
2024
Q4 		$1.62M Buy
14,539
+1,005
+7% +$106K 0.15% 129
2024
Q3 		$1.3M Buy
13,534
+2,379
+21% +$219K 0.12% 148
2024
Q2 		$1.11M Buy
11,155
+225
+2% +$24.2K 0.11% 154
2024
Q1 		$1.34M Buy
10,930
+520
+5% +$54.3K 0.14% 140
2023
Q4 		$940K Sell
10,410
-120
-1% -$10.6K 0.1% 163
2023
Q3 		$853K Buy
10,530
+239
+2% +$20.4K 0.1% 167
2023
Q2 		$919K Buy
10,291
+275
+3% +$26.1K 0.11% 165
2023
Q1 		$1M Sell
10,016
-376
-4% -$37.9K 0.12% 150
2022
Q4 		$903K Sell
10,392
-5,930
-36% -$567K 0.11% 156
2022
Q3 		$1.54M Buy
16,322
+8,262
+103% +$884K 0.21% 107
2022
Q2 		$761K Sell
8,060
-11,886
-60% -$1.32M 0.17% 106
2022
Q1 		$2.74M Buy
19,946
+737
+4% +$107K 0.33% 86
2021
Q4 		$2.98M Buy
19,209
+510
+3% +$82.4K 0.36% 82
2021
Q3 		$3.16M Buy
18,699
+12,822
+218% +$2.29M 0.42% 70
2021
Q2 		$1.03M Sell
5,877
-1,326
-18% -$238K 0.23% 83
2021
Q1 		$1.33M Buy
7,203
+548
+8% +$101K 0.32% 66
2020
Q4 		$1.21M Buy
6,655
+975
+17% +$140K 0.31% 69
2020
Q3 		$705K Sell
5,680
-360
-6% -$45K 0.22% 91
2020
Q2 		$674K Buy
6,040
+1,061
+21% +$117K 0.23% 85
2020
Q1 		$481K Buy
4,979
+577
+13% +$73K 0.21% 94
2019
Q4 		$637K Buy
+4,402
New +$614K 0.23% 84

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

XML Financial's DIS Position: Q2 2026 in Review

XML Financial reduced its Walt Disney (DIS) stake by 2.7% in Q2 2026, selling an estimated $38.2K and leaving 13,472 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #164.

XML Financial first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.16M in Q3 2021. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • XML Financial held 13,472 shares of Walt Disney worth $1.3M as of Q2 2026.
  • XML Financial sold 375 Walt Disney shares in Q2 2026, an estimated $38.2K.
  • Walt Disney made up 0.09% of XML Financial's portfolio in Q2 2026, its #164 holding.
  • XML Financial first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Walt Disney position peaked at $3.16M in Q3 2021.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.