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Walt Disney Company shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Walt Disney Company

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All positions including Walt Disney Company held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.7k 70 95.70

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Walt Disney Company

BlackRock
Vanguard Capital Management
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Wellington Management Company
FMR
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Ubs Global Asset Management Americas
State Farm Mutual Automobile Insurance Company
Ameriprise Financial

View all funds holding Walt Disney Company