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

Horizon 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 		$1.64M Sell
16,997
-139
-0.8% -$14.7K 0.24% 45
2025
Q4 		$1.95M Buy
17,136
+1,030
+6% +$113K 0.3% 35
2025
Q3 		$1.84M Buy
16,106
+10
+0.1% +$1.18K 0.27% 38
2025
Q2 		$2M Sell
16,096
-138
-0.9% -$14.3K 0.35% 28
2025
Q1 		$1.6M Sell
16,234
-1,697
-9% -$182K 0.27% 25
2024
Q4 		$2M Sell
17,931
-34
-0.2% -$3.57K 0.35% 25
2024
Q3 		$1.73M Buy
17,965
+315
+2% +$29K 0.34% 28
2024
Q2 		$1.75M Buy
17,650
+9
+0.1% +$969 0.42% 23
2024
Q1 		$2.16M Sell
17,641
-6,774
-28% -$708K 0.56% 20
2023
Q4 		$2.2M Sell
24,415
-2,091
-8% -$184K 0.61% 19
2023
Q3 		$2.15M Buy
26,506
+16
+0.1% +$1.37K 0.86% 15
2023
Q2 		$2.36M Buy
26,490
+6
+0% +$568 0.93% 16
2023
Q1 		$2.65M Buy
26,484
+689
+3% +$69.5K 1.99% 13
2022
Q4 		$2.24M Sell
25,795
-171
-0.7% -$16.4K 1.83% 13
2022
Q3 		$2.45M Sell
25,966
-4,047
-13% -$433K 1.8% 16
2022
Q2 		$2.83M Sell
30,013
-36,333
-55% -$4.03M 1.17% 22
2022
Q1 		$9.1M Buy
66,346
+48,973
+282% +$7.08M 2.83% 11
2021
Q4 		$2.69M Buy
+17,373
New +$2.81M 0.78% 20

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

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

Horizon Wealth Management reduced its Walt Disney (DIS) stake by 0.81% in Q1 2026, selling an estimated $14.7K and leaving 16,997 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #45.

Horizon Wealth Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.1M in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Horizon Wealth Management held 16,997 shares of Walt Disney worth $1.64M as of Q1 2026.
  • Horizon Wealth Management sold 139 Walt Disney shares in Q1 2026, an estimated $14.7K.
  • Walt Disney made up 0.24% of Horizon Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Horizon Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's Walt Disney position peaked at $9.1M in Q1 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.