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

Jeppson 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 		$4.6M Sell
47,714
-123
-0.3% -$13K 1.44% 11
2025
Q4 		$5.44M Sell
47,837
-226
-0.5% -$24.9K 1.72% 10
2025
Q3 		$5.5M Buy
48,063
+90
+0.2% +$10.6K 1.76% 10
2025
Q2 		$5.95M Sell
47,973
-427
-0.9% -$44.4K 2.06% 9
2025
Q1 		$4.78M Buy
48,400
+123
+0.3% +$13.2K 1.75% 10
2024
Q4 		$5.38M Sell
48,277
-400
-0.8% -$42K 1.95% 9
2024
Q3 		$4.68M Buy
48,677
+358
+0.7% +$32.9K 1.68% 11
2024
Q2 		$4.8M Sell
48,319
-15
-0% -$1.61K 1.83% 10
2024
Q1 		$5.91M Buy
48,334
+6,899
+17% +$721K 2.29% 7
2023
Q4 		$3.74M Buy
41,435
+2,991
+8% +$264K 1.55% 9
2023
Q3 		$3.12M Buy
38,444
+1,744
+5% +$149K 1.43% 13
2023
Q2 		$3.28M Sell
36,700
-3,204
-8% -$304K 1.43% 12
2023
Q1 		$4M Sell
39,904
-270
-0.7% -$27.2K 1.74% 8
2022
Q4 		$3.49M Buy
40,174
+1,061
+3% +$101K 1.47% 9
2022
Q3 		$3.69M Sell
39,113
-1,244
-3% -$133K 1.67% 9
2022
Q2 		$3.81M Buy
40,357
+6,616
+20% +$734K 1.64% 9
2022
Q1 		$4.63M Buy
33,741
+12,664
+60% +$1.83M 2.16% 7
2021
Q4 		$3.27M Buy
21,077
+1,007
+5% +$163K 1.58% 12
2021
Q3 		$3.4M Sell
20,070
-45
-0.2% -$8.02K 1.77% 9
2021
Q2 		$3.54M Buy
20,115
+451
+2% +$81.1K 1.93% 7
2021
Q1 		$3.63M Sell
19,664
-30
-0.2% -$5.53K 2.16% 7
2020
Q4 		$3.57M Sell
19,694
-19
-0.1% -$2.73K 2.37% 7
2020
Q3 		$2.45M Buy
+19,713
New +$2.46M 1.92% 6

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

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

Jeppson Wealth Management reduced its Walt Disney (DIS) stake by 0.26% in Q1 2026, selling an estimated $13K and leaving 47,714 shares worth $4.6M. The position accounts for 1.44% of the portfolio, ranked #11.

Jeppson Wealth Management first reported a position in DIS in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.95M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Jeppson Wealth Management held 47,714 shares of Walt Disney worth $4.6M as of Q1 2026.
  • Jeppson Wealth Management sold 123 Walt Disney shares in Q1 2026, an estimated $13K.
  • Walt Disney made up 1.44% of Jeppson Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Jeppson Wealth Management first reported a position in Walt Disney in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Walt Disney position peaked at $5.95M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.