BWM
DIS icon

BlackDiamond Wealth Management’s Walt Disney DIS Stock Holding History

BlackDiamond 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 		$278K Sell
2,694
-354
-12% -$36.1K 0.11% 176
2026
Q1 		$294K Sell
3,048
-5
-0.2% -$528 0.14% 145
2025
Q4 		$327K Buy
3,053
+181
+6% +$19.9K 0.16% 133
2025
Q3 		$329K Buy
2,872
+137
+5% +$16.1K 0.18% 112
2025
Q2 		$338K Buy
2,735
+69
+3% +$7.17K 0.19% 99
2025
Q1 		$282K Sell
2,666
-304
-10% -$32.7K 0.19% 105
2024
Q4 		$331K Sell
2,970
-158
-5% -$16.6K 0.19% 110
2024
Q3 		$316K Buy
3,128
+143
+5% +$13.2K 0.19% 116
2024
Q2 		$257K Buy
2,985
+136
+5% +$14.6K 0.17% 118
2024
Q1 		$349K Sell
2,849
-437
-13% -$45.6K 0.25% 91
2023
Q4 		$318K Buy
3,286
+104
+3% +$9.17K 0.23% 94
2023
Q3 		$257K Sell
3,182
-80
-2% -$6.83K 0.23% 96
2023
Q2 		$279K Sell
3,262
-212
-6% -$20.1K 0.24% 98
2023
Q1 		$341K Buy
3,474
+556
+19% +$56.1K 0.35% 70
2022
Q4 		$279K Buy
2,918
+137
+5% +$13.1K 0.32% 79
2022
Q3 		$290K Sell
2,781
-58
-2% -$6.21K 0.35% 73
2022
Q2 		$293K Buy
2,839
+918
+48% +$102K 0.37% 79
2022
Q1 		$263K Sell
1,921
-26
-1% -$3.76K 0.31% 89
2021
Q4 		$302K Buy
+1,947
New +$314K 0.35% 89

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

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

BlackDiamond Wealth Management reduced its Walt Disney (DIS) stake by 12% in Q2 2026, selling an estimated $36.1K and leaving 2,694 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #176.

BlackDiamond Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $349K in Q1 2024. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BlackDiamond Wealth Management held 2,694 shares of Walt Disney worth $278K as of Q2 2026.
  • BlackDiamond Wealth Management sold 354 Walt Disney shares in Q2 2026, an estimated $36.1K.
  • Walt Disney made up 0.11% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #176 holding.
  • BlackDiamond Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • BlackDiamond Wealth Management's Walt Disney position peaked at $349K in Q1 2024.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.