FWM
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FMB Wealth Management’s Walt Disney DIS Stock Holding History

FMB 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 		– Sell
-2,215
Closed -$252K – 78
2025
Q4 		$252K Sell
2,215
-10
-0.4% -$1.1K 0.1% 74
2025
Q3 		$255K Buy
2,225
+19
+0.9% +$2.24K 0.11% 70
2025
Q2 		$274K Sell
2,206
-167
-7% -$17.4K 0.13% 62
2025
Q1 		$234K Buy
2,373
+467
+25% +$50.2K 0.13% 65
2024
Q4 		$212K Buy
+1,906
New +$200K 0.12% 65
2024
Q2 		– Sell
-1,981
Closed -$242K – 70
2024
Q1 		$242K Buy
+1,981
New +$207K 0.19% 59
2023
Q2 		– Sell
-2,029
Closed -$203K – 54
2023
Q1 		$203K Sell
2,029
-303
-13% -$30.5K 0.24% 48
2022
Q4 		$203K Buy
+2,332
New +$223K 0.26% 52

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

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

FMB Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,215 shares — an estimated $252K sold.

FMB Wealth Management first reported a position in DIS in Q4 2022 and held it in 8 quarters. The position peaked at $274K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • FMB Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • FMB Wealth Management sold 2,215 Walt Disney shares in Q1 2026, an estimated $252K.
  • FMB Wealth Management first reported a position in Walt Disney in Q4 2022 and held it in 8 quarters.
  • FMB Wealth Management's Walt Disney position peaked at $274K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.