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

JPL 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 		$24.1K Buy
+250
New +$26.4K 0.01% 362
2025
Q4 		– Sell
-265
Closed -$30.3K – 379
2025
Q3 		$30.3K Buy
+265
New +$31.2K 0.01% 321
2024
Q2 		– Sell
-1,777
Closed -$217K – 107
2024
Q1 		$217K Sell
1,777
-10,714
-86% -$1.12M 0.12% 107
2023
Q4 		$1.13M Buy
+12,491
New +$1.1M 0.81% 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

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

JPL Wealth Management opened a new position in Walt Disney (DIS) in Q1 2026: 250 shares worth $24.1K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DIS as recently as Q3 2025.

JPL Wealth Management first reported a position in DIS in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.13M in Q4 2023. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • JPL Wealth Management held 250 shares of Walt Disney worth $24.1K as of Q1 2026.
  • Walt Disney was a new JPL Wealth Management position in Q1 2026.
  • Walt Disney made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #362 holding.
  • JPL Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 4 quarters since.
  • JPL Wealth Management's Walt Disney position peaked at $1.13M in Q4 2023.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.