Skip to main content
Livermore
Livermore
ZHEN

CJM Wealth Advisers, Ltd.

SEC CIK
0001992748
Latest filing
Jul 17, 2026

DIS holding history

Walt Disney Co in every 13F filed by CJM Wealth Advisers, Ltd., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
2,116
Value
$203.7K
% of portfolio
0.1%
Quarters held
14
Since Q4 2021
Holdings of DIS by CJM Wealth Advisers, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,116$203.7K0.1%+2,116NewHolders
Q1 20260$00.0%−1,978−100.0%Sold outHolders
Q4 20251,978$225.0K0.1%00.0%UnchangedHolders
Q3 20251,978$226.4K0.1%+1+0.1%AddedHolders
Q2 20251,977$245.2K0.1%+1,977NewHolders
Q1 20250$00.0%−2,325−100.0%Sold outHolders
Q4 20242,325$258.9K0.1%+81+3.6%AddedHolders
Q3 20242,244$215.9K0.1%+2,244NewHolders
Q2 20240$00.0%−2,101−100.0%Sold outHolders
Q1 20242,101$257.1K0.1%+2,101NewHolders
Q3 20230$00.0%−2,534−100.0%Sold outHolders
Q2 20232,534$226.2K0.1%−100−3.8%ReducedHolders
Q1 20232,634$263.7K0.2%−132−4.8%ReducedHolders
Q4 20222,766$240.3K0.1%−200−6.7%ReducedHolders
Q3 20222,966$279.8K0.2%−218−6.8%ReducedHolders
Q2 20223,184$300.6K0.2%+50+1.6%AddedHolders
Q1 20223,134$429.9K0.3%−99−3.1%ReducedHolders
Q4 20213,233$500.8K0.4%–No prior filingHolders