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

Angeles 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 		$1.06M Sell
10,997
-405
-4% -$42.8K 0.06% 138
2025
Q4 		$1.31M Buy
11,402
+917
+9% +$101K 0.07% 114
2025
Q3 		$1.2M Buy
10,485
+228
+2% +$26.9K 0.07% 98
2025
Q2 		$1.27M Buy
10,257
+424
+4% +$44.1K 0.09% 83
2025
Q1 		$971K Sell
9,833
-193
-2% -$20.7K 0.08% 91
2024
Q4 		$1.12M Buy
10,026
+1,422
+17% +$149K 0.09% 81
2024
Q3 		$828K Sell
8,604
-515
-6% -$47.4K 0.07% 100
2024
Q2 		$905K Buy
9,119
+818
+10% +$88.1K 0.09% 80
2024
Q1 		$1.02M Buy
8,301
+556
+7% +$58.1K 0.1% 69
2023
Q4 		$699K Sell
7,745
-1,739
-18% -$153K 0.09% 88
2023
Q3 		$769K Buy
9,484
+1,440
+18% +$123K 0.11% 72
2023
Q2 		$718K Sell
8,044
-403
-5% -$38.2K 0.1% 89
2023
Q1 		$846K Sell
8,447
-88
-1% -$8.87K 0.13% 79
2022
Q4 		$742K Sell
8,535
-202
-2% -$19.3K 0.13% 88
2022
Q3 		$824K Buy
8,737
+453
+5% +$48.5K 0.16% 69
2022
Q2 		$782K Sell
8,284
-1,276
-13% -$142K 0.16% 72
2022
Q1 		$1.31M Buy
+9,560
New +$1.38M 0.25% 55

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

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

Angeles Wealth Management reduced its Walt Disney (DIS) stake by 3.6% in Q1 2026, selling an estimated $42.8K and leaving 10,997 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #138.

Angeles Wealth Management first reported a position in DIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2022. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Angeles Wealth Management held 10,997 shares of Walt Disney worth $1.06M as of Q1 2026.
  • Angeles Wealth Management sold 405 Walt Disney shares in Q1 2026, an estimated $42.8K.
  • Walt Disney made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Angeles Wealth Management first reported a position in Walt Disney in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's Walt Disney position peaked at $1.31M in Q1 2022.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.