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Correct Capital Wealth Management’s Walt Disney DIS Stock Holding History

Correct Capital 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 		$518K Buy
5,376
+2,956
+122% +$312K 0.1% 78
2025
Q4 		$275K Sell
2,420
-10
-0.4% -$1.1K 0.05% 99
2025
Q3 		$278K Hold
2,430
– – 0.05% 101
2025
Q2 		$301K Hold
2,430
– – 0.04% 96
2025
Q1 		$240K Hold
2,430
– – 0.04% 106
2024
Q4 		$271K Buy
2,430
+75
+3% +$7.88K 0.05% 102
2024
Q3 		$227K Sell
2,355
-350
-13% -$32.2K 0.05% 111
2024
Q2 		$269K Hold
2,705
– – 0.06% 100
2024
Q1 		$331K Hold
2,705
– – 0.08% 105
2023
Q4 		$244K Buy
+2,705
New +$238K 0.06% 109

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

Correct Capital Wealth Management's DIS Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Walt Disney (DIS) stake by 122% in Q1 2026, buying an estimated $312K and bringing the position to 5,376 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #78.

Correct Capital Wealth Management first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Correct Capital Wealth Management held 5,376 shares of Walt Disney worth $518K as of Q1 2026.
  • Correct Capital Wealth Management bought 2,956 Walt Disney shares in Q1 2026, an estimated $312K.
  • Walt Disney made up 0.1% of Correct Capital Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Correct Capital Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.