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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
2024-03-31 $574k 5.4k 105.39
2023-06-30 $1.0M 12k 86.13
2023-03-31 $1.1M 11k 96.65

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation
Citadel Advisors
Susquehanna International
Royal Bank of Canada
Loomis, Sayles and
Amundi
Legal & General Group

View all funds holding Walt Disney Company