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
2022 Q2	–	Sell	-400	Closed	-$2K	–	3849
2022 Q1	$2K	Buy	400 +300	+300%	+$43.4K	﹤0.01%	3155
2021 Q4	$1K	Buy	+100	New	+$16.1K	﹤0.01%	3280
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	2771
2021 Q1	$1K	Hold	100	–	–	﹤0.01%	2771
2020 Q4	$1K	Hold	100	–	–	﹤0.01%	2771
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	2770
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	2770
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	2769
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	2769
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	2769
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	2769
2019 Q1	$1K	Buy	+100	New	+$11.2K	﹤0.01%	2768

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

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.