AWM
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Accel Wealth Management’s Walt Disney DIS Stock Holding History

Accel Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$271K Sell
2,811
-529
-16% -$53.9K 0.06% 243
2026
Q1 		$322K Sell
3,340
-339
-9% -$35.8K 0.08% 206
2025
Q4 		$419K Buy
3,679
+965
+36% +$106K 0.11% 171
2025
Q3 		$311K Sell
2,714
-850
-24% -$100K 0.09% 202
2025
Q2 		$442K Sell
3,564
-38
-1% -$3.95K 0.15% 148
2025
Q1 		$355K Sell
3,602
-328
-8% -$35.2K 0.13% 164
2024
Q4 		$438K Sell
3,930
-250
-6% -$26.3K 0.17% 142
2024
Q3 		$402K Buy
4,180
+22
+0.5% +$2.02K 0.15% 150
2024
Q2 		$413K Buy
4,158
+1,036
+33% +$112K 0.17% 131
2024
Q1 		$382K Sell
3,122
-131
-4% -$13.7K 0.16% 133
2023
Q4 		$294K Sell
3,253
-17
-0.5% -$1.5K 0.15% 141
2023
Q3 		$265K Buy
3,270
+94
+3% +$8.03K 0.15% 135
2023
Q2 		$284K Buy
3,176
+121
+4% +$11.5K 0.16% 129
2023
Q1 		$306K Hold
3,055
– – 0.13% 163
2022
Q4 		$265K Sell
3,055
-757
-20% -$72.4K 0.13% 131
2022
Q3 		$387K Hold
3,812
– – 0.21% 102
2022
Q2 		$363K Sell
3,812
-325
-8% -$36.1K 0.21% 100
2022
Q1 		$567K Buy
4,137
+100
+2% +$14.5K 0.29% 76
2021
Q4 		$625K Buy
4,037
+771
+24% +$125K 0.31% 67
2021
Q3 		$552K Sell
3,266
-251
-7% -$44.7K 0.36% 64
2021
Q2 		$618K Buy
3,517
+186
+6% +$33.5K 0.41% 58
2021
Q1 		$615K Sell
3,331
-73
-2% -$13.5K 0.5% 45
2020
Q4 		$617K Buy
+3,404
New +$489K 0.57% 38

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accel Wealth Management's DIS Position: Q2 2026 in Review

Accel Wealth Management reduced its Walt Disney (DIS) stake by 16% in Q2 2026, selling an estimated $53.9K and leaving 2,811 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #243.

Accel Wealth Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $625K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Accel Wealth Management held 2,811 shares of Walt Disney worth $271K as of Q2 2026.
  • Accel Wealth Management sold 529 Walt Disney shares in Q2 2026, an estimated $53.9K.
  • Walt Disney made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Accel Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Walt Disney position peaked at $625K in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.