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

Jessup 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 		– Sell
-1,789
Closed -$204K – 158
2025
Q4 		$204K Buy
1,789
+10
+0.6% +$1.1K 0.07% 80
2025
Q3 		$204K Buy
1,779
+2
+0.1% +$236 0.08% 79
2025
Q2 		$220K Buy
+1,777
New +$185K 0.09% 73
2025
Q1 		– Sell
-2,840
Closed -$316K – 76
2024
Q4 		$316K Buy
+2,840
New +$298K 0.13% 54
2024
Q2 		– Sell
-1,809
Closed -$221K – 64
2024
Q1 		$221K Buy
+1,809
New +$189K 0.09% 56
2023
Q3 		– Sell
-2,681
Closed -$239K – 60
2023
Q2 		$239K Sell
2,681
-6,563
-71% -$622K 0.13% 58
2023
Q1 		$926K Sell
9,244
-709
-7% -$71.5K 0.55% 33
2022
Q4 		$865K Buy
+9,953
New +$952K 0.55% 36

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

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

Jessup Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,789 shares — an estimated $204K sold.

Jessup Wealth Management first reported a position in DIS in Q4 2022 and held it in 8 quarters. The position peaked at $926K in Q1 2023. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Jessup Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 1,789 Walt Disney shares in Q1 2026, an estimated $204K.
  • Jessup Wealth Management first reported a position in Walt Disney in Q4 2022 and held it in 8 quarters.
  • Jessup Wealth Management's Walt Disney position peaked at $926K in Q1 2023.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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