IWM
DIS icon

Iams Wealth Management’s Walt Disney DIS Stock Holding History

Iams 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
Q2 		$676K Buy
7,018
+1,501
+27% +$153K 0.2% 129
2026
Q1 		$532K Buy
5,517
+463
+9% +$48.9K 0.19% 137
2025
Q4 		$575K Buy
5,054
+749
+17% +$82.5K 0.21% 118
2025
Q3 		$493K Buy
4,305
+417
+11% +$49.1K 0.2% 122
2025
Q2 		$482K Sell
3,888
-130
-3% -$13.5K 0.22% 115
2025
Q1 		$397K Buy
4,018
+318
+9% +$34.2K 0.18% 123
2024
Q4 		$412K Buy
3,700
+833
+29% +$87.5K 0.19% 120
2024
Q3 		$276K Buy
+2,867
New +$264K 0.14% 128

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Iams Wealth Management's DIS Position: Q2 2026 in Review

Iams Wealth Management increased its Walt Disney (DIS) stake by 27% in Q2 2026, buying an estimated $153K and bringing the position to 7,018 shares worth $676K. The position accounts for 0.2% of the portfolio, ranked #129.

Iams Wealth Management first reported a position in DIS in Q3 2024 and has held it in 8 quarters since. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Iams Wealth Management held 7,018 shares of Walt Disney worth $676K as of Q2 2026.
  • Iams Wealth Management bought 1,501 Walt Disney shares in Q2 2026, an estimated $153K.
  • Walt Disney made up 0.2% of Iams Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Iams Wealth Management first reported a position in Walt Disney in Q3 2024 and has held it in 8 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.