IMG Wealth Management’s Walt Disney DIS Stock Holding History

IMG 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	$39.5K	Buy	410 +190	+86%	+$19.4K	0.02%	201
2026 Q1	$21.2K	Sell	220 -320	-59%	-$33.8K	0.01%	234
2025 Q4	$61.4K	Buy	540 +233	+76%	+$25.7K	0.04%	156
2025 Q3	$35.2K	Hold	307	–	–	0.02%	167
2025 Q2	$38.1K	Sell	307 -3,348	-92%	-$348K	0.03%	159
2025 Q1	$361K	Hold	3,655	–	–	0.32%	37
2024 Q4	$407K	Buy	+3,655	New	+$384K	0.38%	34

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

IMG Wealth Management increased its Walt Disney (DIS) stake by 86% in Q2 2026, buying an estimated $19.4K and bringing the position to 410 shares worth $39.5K. The position accounts for 0.02% of the portfolio, ranked #201.

IMG Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q4 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

IMG Wealth Management held 410 shares of Walt Disney worth $39.5K as of Q2 2026.
IMG Wealth Management bought 190 Walt Disney shares in Q2 2026, an estimated $19.4K.
Walt Disney made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #201 holding.
IMG Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Walt Disney position peaked at $407K in Q4 2024.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.