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Athena Investment Management

Position in DIS — Walt Disney Co

CIK 1921093 ORINDA, CA

Position in DIS

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$482,020
-$83,345 QoQ
Shares Held
5,008
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,869
of 2,920 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DIS Over Time

Shares Held

Position Value (USD)

Position in Entertainment

Communication Services · as of Jun 30, 2026

Athena Investment Management holds $688,874 across 2 Entertainment names. DIS ranks #1 (70.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DIS
Walt Disney Co
This page
5,008 $482,020

All Filings in DIS

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $482,020 5,008
2026-03-31 $565,365 5,866
2025-12-31 $649,740 5,711
2025-09-30 $653,909 5,711
2025-06-30 $712,685 5,747
2025-03-31 $571,571 5,791
2024-12-31 $649,281 5,831
2024-09-30 $560,883 5,831
2024-06-30 $569,825 5,739
2024-03-31 $702,224 5,739
2023-12-31 $518,174 5,739
2023-09-30 $465,145 5,739
2023-06-30 $512,377 5,739
2023-03-31 $574,646 5,739
2022-12-31 $474,712 5,464
2022-09-30 $533,153 5,652
2022-06-30 $514,196 5,447
2022-03-31 $492,541 3,591