JFGLC
DIS icon

Johnson Financial Group LLC (Colorado)’s Walt Disney DIS Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$400K Buy
4,147
+1,736
+72% +$183K 0.03% 106
2025
Q4 		$274K Buy
+2,411
New +$266K 0.02% 98
2025
Q3 		– Sell
-1,743
Closed -$216K – 92
2025
Q2 		$216K Buy
+1,743
New +$181K 0.02% 75
2017
Q2 		– Sell
-2,314
Closed -$262K – 69
2017
Q1 		$262K Sell
2,314
-568
-20% -$62.5K 0.3% 40
2016
Q4 		$300K Buy
+2,882
New +$281K 0.24% 62

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

Johnson Financial Group LLC (Colorado)'s DIS Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Walt Disney (DIS) stake by 72% in Q1 2026, buying an estimated $183K and bringing the position to 4,147 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #106.

Johnson Financial Group LLC (Colorado) first reported a position in DIS in Q4 2016 and has held it in 5 quarters since. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 4,147 shares of Walt Disney worth $400K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) bought 1,736 Walt Disney shares in Q1 2026, an estimated $183K.
  • Walt Disney made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #106 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Walt Disney in Q4 2016 and has held it in 5 quarters since.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.