FPWM
DIS icon

FSB Premier Wealth Management’s Walt Disney DIS Stock Holding History

FSB Premier 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
Q2 		$502K Sell
5,219
-2,589
-33% -$264K 0.14% 149
2026
Q1 		$753K Buy
7,808
+558
+8% +$59K 0.24% 103
2025
Q4 		$825K Sell
7,250
-472
-6% -$52K 0.26% 95
2025
Q3 		$884K Sell
7,722
-150
-2% -$17.7K 0.29% 89
2025
Q2 		$976K Buy
7,872
+304
+4% +$31.6K 0.35% 79
2025
Q1 		$747K Buy
7,568
+1,907
+34% +$205K 0.29% 96
2024
Q4 		$630K Sell
5,661
-81
-1% -$8.51K 0.25% 101
2024
Q3 		$552K Buy
5,742
+1,013
+21% +$93.2K 0.23% 112
2024
Q2 		$470K Buy
4,729
+1,439
+44% +$155K 0.21% 110
2024
Q1 		$403K Sell
3,290
-384
-10% -$40.1K 0.19% 109
2023
Q4 		$332K Buy
3,674
+737
+25% +$65K 0.17% 115
2023
Q3 		$238K Buy
2,937
+125
+4% +$10.7K 0.13% 133
2023
Q2 		$251K Buy
2,812
+30
+1% +$2.84K 0.14% 131
2023
Q1 		$279K Sell
2,782
-685
-20% -$69.1K 0.16% 115
2022
Q4 		$301K Buy
3,467
+519
+18% +$49.6K 0.17% 113
2022
Q3 		$278K Buy
2,948
+133
+5% +$14.2K 0.16% 114
2022
Q2 		$265K Hold
2,815
– – 0.15% 116
2022
Q1 		$324K Buy
2,815
+111
+4% +$16K 0.16% 109
2021
Q4 		$418K Buy
2,704
+359
+15% +$58K 0.17% 92
2021
Q3 		$396K Sell
2,345
-192
-8% -$34.2K 0.2% 79
2021
Q2 		$445K Buy
2,537
+49
+2% +$8.81K 0.23% 70
2021
Q1 		$459K Buy
2,488
+15
+0.6% +$2.77K 0.25% 71
2020
Q4 		$448K Buy
+2,473
New +$355K 0.24% 72

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FSB Premier Wealth Management's DIS Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Walt Disney (DIS) stake by 33% in Q2 2026, selling an estimated $264K and leaving 5,219 shares worth $502K. The position accounts for 0.14% of the portfolio, ranked #149.

FSB Premier Wealth Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $976K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • FSB Premier Wealth Management held 5,219 shares of Walt Disney worth $502K as of Q2 2026.
  • FSB Premier Wealth Management sold 2,589 Walt Disney shares in Q2 2026, an estimated $264K.
  • Walt Disney made up 0.14% of FSB Premier Wealth Management's portfolio in Q2 2026, its #149 holding.
  • FSB Premier Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's Walt Disney position peaked at $976K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.