GWM
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Gibbs Wealth Management’s Walt Disney DIS Stock Holding History

Gibbs 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 		$2.52M Buy
26,143
+13,800
+112% +$1.46M 0.33% 49
2025
Q4 		$1.43M Sell
12,343
-1,764
-13% -$194K 0.35% 58
2025
Q3 		$1.62M Sell
14,107
-3,932
-22% -$463K 0.37% 58
2025
Q2 		$2.24M Buy
18,039
+1,909
+12% +$198K 0.43% 50
2025
Q1 		$1.59M Buy
16,130
+2,654
+20% +$285K 0.38% 59
2024
Q4 		$1.5M Buy
13,476
+2,792
+26% +$293K 0.41% 54
2024
Q3 		$1.03M Buy
10,684
+2,975
+39% +$274K 0.33% 68
2024
Q2 		$765K Buy
7,709
+2,416
+46% +$260K 0.31% 80
2024
Q1 		$648K Buy
+5,293
New +$553K 0.37% 65

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gibbs Wealth Management increased its Walt Disney (DIS) stake by 112% in Q1 2026, buying an estimated $1.46M and bringing the position to 26,143 shares worth $2.52M. The position accounts for 0.33% of the portfolio, ranked #49.

Gibbs Wealth Management first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. 3,014 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Gibbs Wealth Management held 26,143 shares of Walt Disney worth $2.52M as of Q1 2026.
  • Gibbs Wealth Management bought 13,800 Walt Disney shares in Q1 2026, an estimated $1.46M.
  • Walt Disney made up 0.33% of Gibbs Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Gibbs Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
  • 3,014 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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