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 $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