CWG
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Cornerstone Wealth Group’s Walt Disney DIS Stock Holding History

Cornerstone Wealth Group’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 		$867K Sell
8,311
-178
-2% -$18.8K 0.06% 172
2025
Q4 		$966K Buy
8,489
+443
+6% +$48.8K 0.07% 153
2025
Q3 		$921K Sell
8,046
-195
-2% -$23K 0.06% 150
2025
Q2 		$1.02M Sell
8,241
-78
-0.9% -$8.1K 0.08% 136
2025
Q1 		$821K Sell
8,319
-33,422
-80% -$3.59M 0.07% 146
2024
Q4 		$4.65M Buy
41,741
+57
+0.1% +$5.99K 0.38% 74
2024
Q3 		$4.01M Buy
41,684
+18
+0% +$1.66K 0.33% 83
2024
Q2 		$4.14M Buy
41,666
+1,643
+4% +$177K 0.37% 70
2024
Q1 		$4.9M Buy
40,023
+2,898
+8% +$303K 0.45% 59
2023
Q4 		$3.35M Buy
37,125
+31,008
+507% +$2.73M 0.48% 58
2023
Q3 		$496K Buy
6,117
+568
+10% +$48.5K 0.09% 105
2023
Q2 		$495K Buy
5,549
+876
+19% +$83K 0.09% 107
2023
Q1 		$468K Sell
4,673
-328
-7% -$33.1K 0.08% 115
2022
Q4 		$434K Sell
5,001
-632
-11% -$60.4K 0.08% 101
2022
Q3 		$531K Buy
5,633
+497
+10% +$53.2K 0.12% 92
2022
Q2 		$485K Sell
5,136
-226
-4% -$25.1K 0.1% 97
2022
Q1 		$735K Buy
5,362
+506
+10% +$73.2K 0.13% 109
2021
Q4 		$752K Buy
4,856
+462
+11% +$74.6K 0.13% 104
2021
Q3 		$743K Buy
4,394
+474
+12% +$84.5K 0.13% 105
2021
Q2 		$678K Sell
3,920
-31
-0.8% -$5.58K 0.14% 101
2021
Q1 		$723K Buy
3,951
+236
+6% +$43.5K 0.15% 109
2020
Q4 		$673K Buy
3,715
+18
+0.5% +$2.58K 0.17% 106
2020
Q3 		$459K Sell
3,697
-151
-4% -$18.9K 0.13% 95
2020
Q2 		$429K Buy
3,848
+60
+2% +$6.62K 0.11% 93
2020
Q1 		$366K Sell
3,788
-12,552
-77% -$1.59M 0.13% 83
2019
Q4 		$2.36M Buy
16,340
+3,901
+31% +$544K 0.64% 54
2019
Q3 		$1.62M Buy
12,439
+9,414
+311% +$1.3M 0.41% 70
2019
Q2 		$422K Sell
3,025
-7,967
-72% -$1.06M 0.11% 123
2019
Q1 		$1.22M Buy
+10,992
New +$1.23M 0.31% 81

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

Cornerstone Wealth Group's DIS Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Walt Disney (DIS) stake by 2.1% in Q1 2026, selling an estimated $18.8K and leaving 8,311 shares worth $867K. The position accounts for 0.06% of the portfolio, ranked #172.

Cornerstone Wealth Group first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.9M in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Cornerstone Wealth Group held 8,311 shares of Walt Disney worth $867K as of Q1 2026.
  • Cornerstone Wealth Group sold 178 Walt Disney shares in Q1 2026, an estimated $18.8K.
  • Walt Disney made up 0.06% of Cornerstone Wealth Group's portfolio in Q1 2026, its #172 holding.
  • Cornerstone Wealth Group first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's Walt Disney position peaked at $4.9M in Q1 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.