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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BlackDiamond Wealth Management reduced its Walt Disney (DIS) stake by 0.16% in Q1 2026, selling an estimated $528 and leaving 3,048 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #145.

BlackDiamond Wealth Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $349K in Q1 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

BlackDiamond Wealth Management held 3,048 shares of Walt Disney worth $294K as of Q1 2026.
BlackDiamond Wealth Management sold 5 Walt Disney shares in Q1 2026, an estimated $528.
Walt Disney made up 0.14% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #145 holding.
BlackDiamond Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
BlackDiamond Wealth Management's Walt Disney position peaked at $349K in Q1 2024.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.