Focused Wealth Management’s Walt Disney DIS Stock Holding History

Focused 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
2025 Q2	–	Sell	-1,600	Closed	-$158K	–	219
2025 Q1	$158K	Buy	+1,600	New	+$172K	0.02%	170
2024 Q4	–	Sell	-20,000	Closed	-$1.92M	–	201
2024 Q3	$1.92M	Buy	20,000 +16,000	+400%	+$1.47M	0.25%	49
2024 Q2	$397K	Buy	+4,000	New	+$431K	0.06%	111
2024 Q1	–	Sell	-6,400	Closed	-$14.5K	–	381
2023 Q4	$14.5K	Buy	+6,400	New	+$564K	﹤0.01%	486
2023 Q1	–	Sell	-3,600	Closed	-$648	–	1067
2022 Q4	$648	Buy	+3,600	New	+$344K	﹤0.01%	921
2020 Q4	–	Sell	-4,000	Closed	-$10K	–	841
2020 Q3	$10K	Buy	+4,000	New	+$500K	﹤0.01%	506
2019 Q2	–	Sell	-12,000	Closed	-$9K	–	742
2019 Q1	$9K	Buy	+12,000	New	+$1.34M	﹤0.01%	477
2018 Q4	–	Sell	-17,000	Closed	-$51K	–	702
2018 Q3	$51K	Buy	+17,000	New	+$1.89M	0.02%	294
2017 Q4	–	Sell	-14,600	Closed	-$13K	–	693
2017 Q3	$13K	Sell	14,600 -1,400	-9%	-$144K	﹤0.01%	399
2017 Q2	$16K	Buy	+16,000	New	+$1.75M	0.01%	400

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

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

Focused Wealth Management increased its Walt Disney (DIS) stake by 1.6% in Q1 2026, buying an estimated $19.3K and bringing the position to 11,547 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #77.

Focused Wealth Management first reported a position in DIS in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.11M in Q1 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Focused Wealth Management held 11,547 shares of Walt Disney worth $1.11M as of Q1 2026.
Focused Wealth Management bought 183 Walt Disney shares in Q1 2026, an estimated $19.3K.
Walt Disney made up 0.12% of Focused Wealth Management's portfolio in Q1 2026, its #77 holding.
Focused Wealth Management first reported a position in Walt Disney in Q3 2013 and has held it in 51 quarters since.
Focused Wealth Management's Walt Disney position peaked at $4.11M in Q1 2024.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.