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Walt Disney Company shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $266k 2.3k 114.52
2024-03-31 $574k 5.4k 105.39
2023-06-30 $1.0M 12k 86.13
2023-03-31 $1.1M 11k 96.65

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View all positions for Cm Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
State Farm Mutual Automobile Insurance Company
Northern Trust
Jennison Associates
Ubs Global Asset Management Americas
Bank of New York Mellon
Ameriprise Financial
Loomis, Sayles and
Nuveen
Charles Schwab Investment Management

View all funds holding Walt Disney Company