HWM
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HB Wealth Management’s Walt Disney DIS Stock Holding History

HB 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 		$838K Hold
8,700
– – 0.01% 738
2025
Q4 		$990K Sell
8,700
-500
-5% -$55.1K 0.01% 626
2025
Q3 		$1.05M Hold
9,200
– – 0.01% 590
2025
Q2 		$1.14M Hold
9,200
– – 0.01% 497
2025
Q1 		$908K Buy
+9,200
New +$989K 0.01% 566

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

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

HB Wealth Management increased its Walt Disney (DIS) stake by 12% in Q1 2026, buying an estimated $1.11M and bringing the position to 94,608 shares worth $9.12M. The position accounts for 0.06% of the portfolio, ranked #168.

HB Wealth Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.65M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • HB Wealth Management held 94,608 shares of Walt Disney worth $9.12M as of Q1 2026.
  • HB Wealth Management bought 10,505 Walt Disney shares in Q1 2026, an estimated $1.11M.
  • Walt Disney made up 0.06% of HB Wealth Management's portfolio in Q1 2026, its #168 holding.
  • HB Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Walt Disney position peaked at $9.65M in Q3 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.