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

AE 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
Q1 		$8.37M Sell
86,887
-165,146
-66% -$17.5M 0.05% 320
2025
Q4 		$28.7M Buy
252,033
+52,475
+26% +$5.78M 0.16% 132
2025
Q3 		$22.8M Buy
199,558
+22,176
+13% +$2.61M 0.15% 159
2025
Q2 		$22M Buy
177,382
+115,265
+186% +$12M 0.16% 146
2025
Q1 		$6.13M Sell
62,117
-11,334
-15% -$1.22M 0.05% 307
2024
Q4 		$8.18M Sell
73,451
-7,022
-9% -$738K 0.07% 262
2024
Q3 		$7.74M Sell
80,473
-158,487
-66% -$14.6M 0.07% 266
2024
Q2 		$23.7M Buy
238,960
+30,805
+15% +$3.32M 0.24% 97
2024
Q1 		$25.5M Sell
208,155
-33,529
-14% -$3.5M 0.29% 87
2023
Q4 		$23M Buy
241,684
+19,827
+9% +$1.75M 0.12% 198
2023
Q3 		$18M Buy
221,857
+8,805
+4% +$752K 0.11% 208
2023
Q2 		$19M Buy
213,052
+2,694
+1% +$255K 0.11% 206
2023
Q1 		$21.1M Sell
210,358
-13,662
-6% -$1.38M 0.14% 172
2022
Q4 		$19.5M Sell
224,020
-4,119
-2% -$394K 0.14% 174
2022
Q3 		$21.5M Buy
228,139
+21,469
+10% +$2.3M 0.17% 132
2022
Q2 		$19.5M Sell
206,670
-44,491
-18% -$4.94M 0.16% 158
2022
Q1 		$34.4M Buy
251,161
+15,928
+7% +$2.3M 0.24% 94
2021
Q4 		$36.4M Sell
235,233
-1,652
-0.7% -$267K 0.25% 87
2021
Q3 		$40.1M Buy
236,885
+26,059
+12% +$4.64M 0.33% 62
2021
Q2 		$37.1M Buy
210,826
+9,998
+5% +$1.8M 0.32% 68
2021
Q1 		$37.1M Buy
200,828
+13,302
+7% +$2.45M 0.37% 59
2020
Q4 		$34M Buy
187,526
+32,416
+21% +$4.65M 0.39% 55
2020
Q3 		$19.2M Sell
155,110
-28,845
-16% -$3.61M 0.27% 79
2020
Q2 		$20.5M Buy
183,955
+35,183
+24% +$3.88M 0.32% 70
2020
Q1 		$14.4M Buy
148,772
+38,636
+35% +$4.88M 0.33% 61
2019
Q4 		$15.9M Buy
110,136
+17,873
+19% +$2.49M 0.35% 61
2019
Q3 		$12M Buy
92,263
+7,553
+9% +$1.04M 0.35% 59
2019
Q2 		$11.8M Buy
84,710
+59,655
+238% +$7.91M 0.36% 59
2019
Q1 		$2.78M Buy
25,055
+2,609
+12% +$292K 0.19% 104
2018
Q4 		$2.46M Buy
22,446
+1,759
+9% +$200K 0.42% 59
2018
Q3 		$2.42M Buy
20,687
+7,059
+52% +$786K 0.13% 121
2018
Q2 		$1.43M Buy
13,628
+2,240
+20% +$229K 0.1% 122
2018
Q1 		$1.14M Buy
11,388
+2,099
+23% +$223K 0.09% 141
2017
Q4 		$999K Sell
9,289
-4,493
-33% -$463K 0.09% 165
2017
Q3 		$1.36M Buy
13,782
+1,988
+17% +$204K 0.13% 109
2017
Q2 		$1.25M Buy
11,794
+6,948
+143% +$761K 0.15% 117
2017
Q1 		$549K Buy
4,846
+2,864
+145% +$315K 0.1% 162
2016
Q4 		$207K Buy
+1,982
New +$193K 0.08% 182

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's DIS Position: Q1 2026 in Review

AE Wealth Management reduced its Walt Disney (DIS) stake by 66% in Q1 2026, selling an estimated $17.5M and leaving 86,887 shares worth $8.37M. The position accounts for 0.05% of the portfolio, ranked #320.

AE Wealth Management first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $40.1M in Q3 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • AE Wealth Management held 86,887 shares of Walt Disney worth $8.37M as of Q1 2026.
  • AE Wealth Management sold 165,146 Walt Disney shares in Q1 2026, an estimated $17.5M.
  • Walt Disney made up 0.05% of AE Wealth Management's portfolio in Q1 2026, its #320 holding.
  • AE Wealth Management first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Walt Disney position peaked at $40.1M in Q3 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.