JWM
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Jacksonville Wealth Management’s Walt Disney DIS Stock Holding History

Jacksonville 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 		$441K Sell
4,581
-83
-2% -$8.46K 0.25% 48
2026
Q1 		$450K Sell
4,664
-39
-0.8% -$4.12K 0.3% 46
2025
Q4 		$535K Sell
4,703
-386
-8% -$42.5K 0.38% 44
2025
Q3 		$583K Sell
5,089
-179
-3% -$21.1K 0.43% 40
2025
Q2 		$653K Sell
5,268
-144
-3% -$15K 0.53% 36
2025
Q1 		$534K Sell
5,412
-425
-7% -$45.7K 0.53% 38
2024
Q4 		$650K Buy
+5,837
New +$613K 0.61% 34

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

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

Jacksonville Wealth Management reduced its Walt Disney (DIS) stake by 1.8% in Q2 2026, selling an estimated $8.46K and leaving 4,581 shares worth $441K. The position accounts for 0.25% of the portfolio, ranked #48.

Jacksonville Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Jacksonville Wealth Management held 4,581 shares of Walt Disney worth $441K as of Q2 2026.
  • Jacksonville Wealth Management sold 83 Walt Disney shares in Q2 2026, an estimated $8.46K.
  • Walt Disney made up 0.25% of Jacksonville Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Jacksonville Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Walt Disney position peaked at $653K in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.