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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
Q2 		$260K Hold
2,697
– – 0.1% 137
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 $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

Jim Saulnier & Associates's DIS Position: Q2 2026 in Review

Jim Saulnier & Associates held its Walt Disney (DIS) position steady in Q2 2026 at 2,697 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #137.

Jim Saulnier & Associates first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Jim Saulnier & Associates held 2,697 shares of Walt Disney worth $260K as of Q2 2026.
  • Jim Saulnier & Associates left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.1% of Jim Saulnier & Associates's portfolio in Q2 2026, its #137 holding.
  • Jim Saulnier & Associates first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's Walt Disney position peaked at $360K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.