IWM
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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
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
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

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

IMG Wealth Management reduced its Walt Disney (DIS) stake by 59% in Q1 2026, selling an estimated $33.8K and leaving 220 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #234.

IMG Wealth Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q4 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • IMG Wealth Management held 220 shares of Walt Disney worth $21.2K as of Q1 2026.
  • IMG Wealth Management sold 320 Walt Disney shares in Q1 2026, an estimated $33.8K.
  • Walt Disney made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #234 holding.
  • IMG Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Walt Disney position peaked at $407K in Q4 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.