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Jim Saulnier & Associates’s Walt Disney DIS Stock Holding History

Jim Saulnier & Associates’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 		$260K Sell
2,697
-298
-10% -$31.5K 0.13% 118
2025
Q4 		$341K Hold
2,995
– – 0.18% 101
2025
Q3 		$343K Buy
2,995
+90
+3% +$10.6K 0.19% 96
2025
Q2 		$360K Sell
2,905
-153
-5% -$15.9K 0.25% 77
2025
Q1 		$302K Sell
3,058
-46
-1% -$4.94K 0.23% 79
2024
Q4 		$346K Buy
+3,104
New +$326K 0.3% 59

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

Jim Saulnier & Associates's DIS Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its Walt Disney (DIS) stake by 9.9% in Q1 2026, selling an estimated $31.5K and leaving 2,697 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #118.

Jim Saulnier & Associates first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Jim Saulnier & Associates held 2,697 shares of Walt Disney worth $260K as of Q1 2026.
  • Jim Saulnier & Associates sold 298 Walt Disney shares in Q1 2026, an estimated $31.5K.
  • Walt Disney made up 0.13% of Jim Saulnier & Associates's portfolio in Q1 2026, its #118 holding.
  • Jim Saulnier & Associates first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Jim Saulnier & Associates's Walt Disney position peaked at $360K in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.