SEC 13F Intelligence

Florida Trust Wealth Management Co / DIS

Florida Trust Wealth Management Co’s Disney Walt Co Position

Does Florida Trust Wealth Management Co own Disney Walt Co (DIS)? Yes — 185.2K shares worth $18M (+0.50% of its 13F portfolio) as of Q1 2026, down from 193.1K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
185.2K
% of Portfolio
+0.50%
Quarters Held
10
currently held

Position History DIS

Reported value by quarter
Q4 ’23: $24MQ4 ’23Q1 ’24: $34MQ2 ’24: $26MQ2 ’24Q3 ’24: $24MQ4 ’24: $25MQ4 ’24Q1 ’25: $22MQ2 ’25: $27MQ2 ’25Q3 ’25: $24MQ4 ’25: $22MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026185.2K$18M+0.50%
Q4 2025193.1K$22M+0.61%
Q3 2025210.6K$24M+0.69%
Q2 2025214.8K$27M+0.82%
Q1 2025224.2K$22M+0.72%
Q4 2024222.7K$25M+0.79%
Q3 2024245.5K$24M+0.76%
Q2 2024266.0K$26M+0.90%
Q1 2024279.1K$34M+1.16%
Q4 2023266.9K$24M+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of DIS.