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Alliance Wealth Management Group’s Walt Disney DIS Stock Holding History

Alliance Wealth Management Group’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 		$219K Hold
2,272
– – 0.05% 91
2025
Q4 		$258K Hold
2,272
– – 0.06% 85
2025
Q3 		$260K Sell
2,272
-15
-0.7% -$1.77K 0.06% 84
2025
Q2 		$284K Hold
2,287
– – 0.07% 76
2025
Q1 		$226K Sell
2,287
-43
-2% -$4.62K 0.06% 77
2024
Q4 		$259K Buy
2,330
+3
+0.1% +$315 0.07% 75
2024
Q3 		$224K Hold
2,327
– – 0.06% 79
2024
Q2 		$231K Buy
2,327
+36
+2% +$3.88K 0.07% 77
2024
Q1 		$280K Hold
2,291
– – 0.08% 70
2023
Q4 		$207K Buy
+2,291
New +$202K 0.06% 74
2023
Q2 		$221K Buy
2,477
+2
+0.1% +$189 0.07% 74
2023
Q1 		$248K Hold
2,475
– – 0.08% 67
2022
Q4 		$215K Hold
2,475
– – 0.08% 66
2022
Q3 		$233K Hold
2,475
– – 0.09% 63
2022
Q2 		$234K Buy
2,475
+3
+0.1% +$333 0.09% 62
2022
Q1 		$339K Sell
2,472
-20
-0.8% -$2.89K 0.11% 56
2021
Q4 		$386K Hold
2,492
– – 0.12% 54
2021
Q3 		$422K Buy
2,492
+55
+2% +$9.8K 0.14% 51
2021
Q2 		$428K Buy
2,437
+53
+2% +$9.53K 0.14% 50
2021
Q1 		$440K Sell
2,384
-15
-0.6% -$2.77K 0.17% 43
2020
Q4 		$435K Buy
+2,399
New +$344K 0.17% 44
2018
Q2 		– Sell
-2,158
Closed -$217K – 64
2018
Q1 		$217K Buy
2,158
+78
+4% +$8.29K 0.1% 70
2017
Q4 		$223K Sell
2,080
-2,132
-51% -$220K 0.11% 66
2017
Q3 		$416K Buy
4,212
+2,084
+98% +$214K 0.11% 62
2017
Q2 		$226K Sell
2,128
-30
-1% -$3.29K 0.13% 62
2017
Q1 		$249K Sell
2,158
-45
-2% -$4.96K 0.14% 58
2016
Q4 		$229K Hold
2,203
– – 0.17% 32
2016
Q3 		$204K Buy
2,203
+77
+4% +$7.37K 0.14% 27
2016
Q2 		$209K Buy
+2,126
New +$213K 0.15% 26

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

Alliance Wealth Management Group's DIS Position: Q1 2026 in Review

Alliance Wealth Management Group held its Walt Disney (DIS) position steady in Q1 2026 at 2,272 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #91.

Alliance Wealth Management Group first reported a position in DIS in Q2 2016 and has held it in 29 quarters since. The position peaked at $440K in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Alliance Wealth Management Group held 2,272 shares of Walt Disney worth $219K as of Q1 2026.
  • Alliance Wealth Management Group left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.05% of Alliance Wealth Management Group's portfolio in Q1 2026, its #91 holding.
  • Alliance Wealth Management Group first reported a position in Walt Disney in Q2 2016 and has held it in 29 quarters since.
  • Alliance Wealth Management Group's Walt Disney position peaked at $440K in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.