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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
Q2 		$34K Buy
353
+103
+41% +$10.5K 0.01% 328
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 $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

JPL Wealth Management's DIS Position: Q2 2026 in Review

JPL Wealth Management increased its Walt Disney (DIS) stake by 41% in Q2 2026, buying an estimated $10.5K and bringing the position to 353 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #328.

JPL Wealth Management first reported a position in DIS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2023. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • JPL Wealth Management held 353 shares of Walt Disney worth $34K as of Q2 2026.
  • JPL Wealth Management bought 103 Walt Disney shares in Q2 2026, an estimated $10.5K.
  • Walt Disney made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #328 holding.
  • JPL Wealth Management first reported a position in Walt Disney in Q4 2023 and has held it in 5 quarters since.
  • JPL Wealth Management's Walt Disney position peaked at $1.13M in Q4 2023.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.