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

Horizons 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 		$2.41K Hold
25
– – ﹤0.01% 163
2025
Q4 		$2.84K Hold
25
– – ﹤0.01% 162
2025
Q3 		$2.86K Hold
25
– – ﹤0.01% 162
2025
Q2 		$3.1K Hold
25
– – ﹤0.01% 163
2025
Q1 		$2.47K Buy
+25
New +$2.69K ﹤0.01% 169
2023
Q3 		– Sell
-13
Closed -$1.16K – 197
2023
Q2 		$1.16K Buy
+13
New +$1.23K ﹤0.01% 203

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

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

Horizons Wealth Management held its Walt Disney (DIS) position steady in Q1 2026 at 25 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Horizons Wealth Management first reported a position in DIS in Q2 2023 and has held it in 6 quarters since. The position peaked at $3.1K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Horizons Wealth Management held 25 shares of Walt Disney worth $2.41K as of Q1 2026.
  • Horizons Wealth Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up ﹤0.01% of Horizons Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Horizons Wealth Management first reported a position in Walt Disney in Q2 2023 and has held it in 6 quarters since.
  • Horizons Wealth Management's Walt Disney position peaked at $3.1K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.