Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Walt Disney DIS Stock Holding History

Carson Wealth (CWM LLC)’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 		$16.9M Sell
175,666
-62,601
-26% -$6.62M 0.04% 377
2025
Q4 		$27.1M Buy
238,267
+57,356
+32% +$6.32M 0.07% 234
2025
Q3 		$20.7M Buy
180,911
+10,221
+6% +$1.2M 0.06% 267
2025
Q2 		$21.2M Buy
170,690
+6,051
+4% +$629K 0.07% 229
2025
Q1 		$16.3M Buy
164,639
+7,084
+4% +$761K 0.06% 256
2024
Q4 		$17.5M Buy
157,555
+3,907
+3% +$410K 0.07% 228
2024
Q3 		$14.8M Sell
153,648
-164,030
-52% -$15.1M 0.06% 247
2024
Q2 		$31.5M Buy
317,678
+97
+0% +$10.4K 0.15% 134
2024
Q1 		$38.9M Buy
317,581
+45,912
+17% +$4.8M 0.19% 106
2023
Q4 		$24.5M Buy
271,669
+30,037
+12% +$2.65M 0.13% 153
2023
Q3 		$19.6M Buy
241,632
+102,744
+74% +$8.77M 0.12% 155
2023
Q2 		$12.4M Buy
138,888
+73,320
+112% +$6.95M 0.08% 206
2023
Q1 		$6.57M Buy
65,568
+9,961
+18% +$1M 0.04% 275
2022
Q4 		$4.83M Sell
55,607
-13,419
-19% -$1.28M 0.04% 307
2022
Q3 		$6.51M Buy
69,026
+5,438
+9% +$582K 0.05% 246
2022
Q2 		$6M Buy
63,588
+6,369
+11% +$707K 0.05% 264
2022
Q1 		$7.85M Buy
57,219
+5,647
+11% +$816K 0.06% 238
2021
Q4 		$7.99M Buy
+51,572
New +$8.33M 0.06% 241
2021
Q2 		$8M Hold
45,500
– – 0.06% 230
2021
Q1 		$8M Hold
45,500
– – 0.06% 230
2020
Q4 		$8M Hold
45,500
– – 0.06% 230
2020
Q3 		$8M Hold
45,500
– – 0.06% 230
2020
Q2 		$8M Hold
45,500
– – 0.06% 230
2020
Q1 		$8M Hold
45,500
– – 0.06% 230
2019
Q4 		$8M Hold
45,500
– – 0.06% 230
2019
Q3 		$8M Hold
45,500
– – 0.06% 230
2019
Q2 		$8M Hold
45,500
– – 0.06% 230
2019
Q1 		$8M Sell
45,500
-31,877
-41% -$3.56M 0.06% 230
2018
Q4 		$8.48M Buy
77,377
+4,361
+6% +$496K 0.21% 101
2018
Q3 		$8.54M Buy
73,016
+66,277
+983% +$7.38M 0.22% 114
2018
Q2 		$706K Buy
6,739
+2,009
+42% +$205K 0.02% 303
2018
Q1 		$475K Buy
4,730
+557
+13% +$59.2K 0.02% 282
2017
Q4 		$449K Sell
4,173
-517
-11% -$53.3K 0.02% 272
2017
Q3 		$462K Buy
4,690
+352
+8% +$36.2K 0.02% 257
2017
Q2 		$461K Buy
4,338
+74
+2% +$8.1K 0.02% 247
2017
Q1 		$483K Sell
4,264
-2,484
-37% -$274K 0.03% 236
2016
Q4 		$703K Buy
6,748
+151
+2% +$14.7K 0.04% 197
2016
Q3 		$613K Buy
6,597
+3,724
+130% +$357K 0.04% 196
2016
Q2 		$281K Buy
2,873
+308
+12% +$30.8K 0.02% 227
2016
Q1 		$255K Buy
2,565
+324
+14% +$31.3K 0.02% 217
2015
Q4 		$235K Buy
2,241
+240
+12% +$26.7K 0.02% 214
2015
Q3 		$205K Buy
2,001
+180
+10% +$19.6K 0.02% 206
2015
Q2 		$208K Buy
+1,821
New +$200K 0.02% 180
2014
Q4 		– Sell
-2,401
Closed -$214K – 178
2014
Q3 		$214K Hold
2,401
– – 0.03% 177
2014
Q2 		$206K Buy
+2,401
New +$196K 0.04% 174
2014
Q1 		– Sell
-1,653
Closed -$126K – 239
2013
Q4 		$126K Sell
1,653
-532
-24% -$36.9K 0.02% 182
2013
Q3 		$141K Buy
+2,185
New +$140K 0.04% 142

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

Carson Wealth (CWM LLC)'s DIS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Walt Disney (DIS) stake by 26% in Q1 2026, selling an estimated $6.62M and leaving 175,666 shares worth $16.9M. The position accounts for 0.04% of the portfolio, ranked #377.

Carson Wealth (CWM LLC) first reported a position in DIS in Q3 2013 and has held it in 47 quarters since. The position peaked at $38.9M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 175,666 shares of Walt Disney worth $16.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 62,601 Walt Disney shares in Q1 2026, an estimated $6.62M.
  • Walt Disney made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #377 holding.
  • Carson Wealth (CWM LLC) first reported a position in Walt Disney in Q3 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s Walt Disney position peaked at $38.9M in Q1 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.