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Jamison Private Wealth Management’s Walt Disney DIS Stock Holding History

Jamison Private 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 		$2.29M Sell
23,770
-4,313
-15% -$440K 0.23% 87
2026
Q1 		$2.71M Sell
28,083
-1,129
-4% -$119K 0.33% 69
2025
Q4 		$3.32M Sell
29,212
-3,421
-10% -$377K 0.4% 64
2025
Q3 		$3.74M Sell
32,633
-819
-2% -$96.5K 0.47% 58
2025
Q2 		$4.15M Sell
33,452
-1,555
-4% -$162K 0.6% 52
2025
Q1 		$3.46M Sell
35,007
-570
-2% -$61.3K 0.53% 52
2024
Q4 		$3.96M Sell
35,577
-502
-1% -$52.7K 0.58% 49
2024
Q3 		$3.47M Sell
36,079
-22
-0.1% -$2.02K 0.53% 51
2024
Q2 		$3.58M Sell
36,101
-336
-0.9% -$36.2K 0.6% 52
2024
Q1 		$4.46M Sell
36,437
-756
-2% -$79K 0.75% 42
2023
Q4 		$3.36M Sell
37,193
-592
-2% -$52.2K 0.63% 51
2023
Q3 		$3.06M Buy
+37,785
New +$3.23M 0.63% 52

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

Jamison Private Wealth Management's DIS Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Walt Disney (DIS) stake by 15% in Q2 2026, selling an estimated $440K and leaving 23,770 shares worth $2.29M. The position accounts for 0.23% of the portfolio, ranked #87.

Jamison Private Wealth Management first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.46M in Q1 2024. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Jamison Private Wealth Management held 23,770 shares of Walt Disney worth $2.29M as of Q2 2026.
  • Jamison Private Wealth Management sold 4,313 Walt Disney shares in Q2 2026, an estimated $440K.
  • Walt Disney made up 0.23% of Jamison Private Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Jamison Private Wealth Management first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Walt Disney position peaked at $4.46M in Q1 2024.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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