JFG
DIS icon

JDM Financial Group’s Walt Disney DIS Stock Holding History

JDM Financial Group’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 		$10.6K Hold
110
– – ﹤0.01% 189
2025
Q4 		$12.5K Hold
110
– – ﹤0.01% 165
2025
Q3 		$12.6K Hold
110
– – 0.01% 171
2025
Q2 		$13.6K Sell
110
-18
-14% -$1.87K 0.01% 152
2025
Q1 		$12.6K Hold
128
– – 0.01% 155
2024
Q4 		$14.3K Hold
128
– – 0.01% 148
2024
Q3 		$12.3K Buy
128
+53
+71% +$4.88K 0.01% 159
2024
Q2 		$7.45K Hold
75
– – 0.01% 164
2024
Q1 		$9.18K Hold
75
– – 0.01% 147
2023
Q4 		$6.77K Hold
75
– – 0.01% 161
2023
Q3 		$6.08K Hold
75
– – 0.01% 159
2023
Q2 		$6.7K Sell
75
-25
-25% -$2.37K 0.01% 164
2023
Q1 		$10K Buy
100
+25
+33% +$2.52K 0.01% 136
2022
Q4 		$6.52K Buy
+75
New +$7.17K 0.01% 162

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

JDM Financial Group's DIS Position: Q1 2026 in Review

JDM Financial Group held its Walt Disney (DIS) position steady in Q1 2026 at 110 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

JDM Financial Group first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.3K in Q4 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • JDM Financial Group held 110 shares of Walt Disney worth $10.6K as of Q1 2026.
  • JDM Financial Group left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #189 holding.
  • JDM Financial Group first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's Walt Disney position peaked at $14.3K in Q4 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.