FWM
DIS icon

Finer Wealth Management’s Walt Disney DIS Stock Holding History

Finer 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 		$312K Buy
3,237
+404
+14% +$42.7K 0.16% 74
2025
Q4 		$322K Sell
2,833
-6
-0.2% -$661 0.16% 67
2025
Q3 		$325K Hold
2,839
– – 0.16% 66
2025
Q2 		$352K Sell
2,839
-702
-20% -$72.9K 0.19% 67
2025
Q1 		$349K Sell
3,541
-194
-5% -$20.8K 0.21% 70
2024
Q4 		$416K Sell
3,735
-408
-10% -$42.9K 0.24% 63
2024
Q3 		$399K Sell
4,143
-1,019
-20% -$93.8K 0.25% 61
2024
Q2 		$513K Sell
5,162
-155
-3% -$16.7K 0.33% 52
2024
Q1 		$651K Sell
5,317
-1,047
-16% -$109K 0.43% 47
2023
Q4 		$575K Sell
6,364
-1,561
-20% -$138K 0.43% 50
2023
Q3 		$642K Sell
7,925
-1,606
-17% -$137K 0.51% 44
2023
Q2 		$851K Buy
9,531
+205
+2% +$19.4K 0.66% 37
2023
Q1 		$934K Buy
9,326
+689
+8% +$69.5K 0.79% 34
2022
Q4 		$750K Sell
8,637
-2,821
-25% -$270K 0.7% 40
2022
Q3 		$1.08M Buy
11,458
+148
+1% +$15.8K 1.06% 32
2022
Q2 		$1.07M Buy
11,310
+1,517
+15% +$168K 0.97% 32
2022
Q1 		$1.34M Buy
9,793
+490
+5% +$70.8K 1.1% 30
2021
Q4 		$1.44M Buy
+9,303
New +$1.5M 1.2% 26

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

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

Finer Wealth Management increased its Walt Disney (DIS) stake by 14% in Q1 2026, buying an estimated $42.7K and bringing the position to 3,237 shares worth $312K. The position accounts for 0.16% of the portfolio, ranked #74.

Finer Wealth Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Finer Wealth Management held 3,237 shares of Walt Disney worth $312K as of Q1 2026.
  • Finer Wealth Management bought 404 Walt Disney shares in Q1 2026, an estimated $42.7K.
  • Walt Disney made up 0.16% of Finer Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Finer Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Walt Disney position peaked at $1.44M in Q4 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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