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

HighMark 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 		$126K Buy
1,308
+1
+0.1% +$106 0.05% 98
2025
Q4 		$149K Buy
1,307
+25
+2% +$2.75K 0.06% 93
2025
Q3 		$147K Sell
1,282
-72
-5% -$8.48K 0.06% 91
2025
Q2 		$168K Sell
1,354
-92
-6% -$9.56K 0.08% 83
2025
Q1 		$143K Buy
1,446
+48
+3% +$5.16K 0.08% 73
2024
Q4 		$156K Buy
1,398
+10
+0.7% +$1.05K 0.09% 61
2024
Q3 		$133K Sell
1,388
-7
-0.5% -$644 0.07% 87
2024
Q2 		$138K Buy
1,395
+18
+1% +$1.94K 0.08% 77
2024
Q1 		$171K Buy
1,377
+19
+1% +$1.99K 0.11% 68
2023
Q4 		$123K Sell
1,358
-121
-8% -$10.7K 0.09% 85
2023
Q3 		$120K Buy
1,479
+496
+50% +$42.4K 0.1% 70
2023
Q2 		$90.1K Sell
983
-286
-23% -$27.1K 0.07% 90
2023
Q1 		$127K Buy
1,269
+47
+4% +$4.74K 0.1% 84
2022
Q4 		$106K Buy
1,222
+13
+1% +$1.24K 0.08% 74
2022
Q3 		$114K Buy
1,209
+9
+0.8% +$963 0.1% 64
2022
Q2 		$113K Buy
1,200
+7
+0.6% +$777 0.09% 65
2022
Q1 		$164K Buy
1,193
+11
+0.9% +$1.59K 0.11% 61
2021
Q4 		$183K Buy
1,182
+4
+0.3% +$646 0.12% 58
2021
Q3 		$199K Sell
1,178
-6
-0.5% -$1.07K 0.15% 49
2021
Q2 		$210K Sell
1,184
-27
-2% -$4.86K 0.15% 47
2021
Q1 		$223K Buy
1,211
+3
+0.2% +$553 0.18% 44
2020
Q4 		$219K Sell
1,208
-6
-0.5% -$861 0.19% 42
2020
Q3 		$151K Hold
1,214
– – 0.14% 51
2020
Q2 		$135K Sell
1,214
-81
-6% -$8.94K 0.15% 47
2020
Q1 		$125K Sell
1,295
-1
-0.1% -$126 0.15% 40
2019
Q4 		$187K Buy
+1,296
New +$181K 0.2% 37

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

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

HighMark Wealth Management increased its Walt Disney (DIS) stake by 0.08% in Q1 2026, buying an estimated $106 and bringing the position to 1,308 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #98.

HighMark Wealth Management first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $223K in Q1 2021. 2,984 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • HighMark Wealth Management held 1,308 shares of Walt Disney worth $126K as of Q1 2026.
  • HighMark Wealth Management bought 1 Walt Disney share in Q1 2026, an estimated $106.
  • Walt Disney made up 0.05% of HighMark Wealth Management's portfolio in Q1 2026, its #98 holding.
  • HighMark Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's Walt Disney position peaked at $223K in Q1 2021.
  • 2,984 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.