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

Jupiter 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 		$673K Hold
6,418
– – 0.27% 61
2025
Q4 		$657K Sell
6,418
-2,985
-32% -$329K 0.29% 55
2025
Q3 		$1.08M Hold
9,403
– – 0.51% 42
2025
Q2 		$1.1M Buy
9,403
+780
+9% +$81K 0.55% 40
2025
Q1 		$971K Sell
8,623
-1,000
-10% -$107K 0.59% 42
2024
Q4 		$1.07M Buy
9,623
+2,975
+45% +$313K 0.54% 42
2024
Q3 		$639K Hold
6,648
– – 0.33% 56
2024
Q2 		$623K Sell
6,648
-4,267
-39% -$459K 0.33% 54
2024
Q1 		$1.15M Buy
10,915
+1,720
+19% +$180K 0.61% 45
2023
Q4 		$830K Buy
9,195
+1,125
+14% +$99.2K 0.49% 51
2023
Q3 		$712K Sell
8,070
-1,125
-12% -$96.1K 0.46% 51
2023
Q2 		$821K Sell
9,195
-1,729
-16% -$164K 0.7% 37
2023
Q1 		$1.09M Sell
10,924
-5,780
-35% -$583K 1.01% 30
2022
Q4 		$1.45M Sell
16,704
-10,515
-39% -$1.01M 1.4% 25
2022
Q3 		$2.57M Hold
27,219
– – 2.58% 14
2022
Q2 		$2.57M Sell
27,219
-4,535
-14% -$503K 2.34% 16
2022
Q1 		$4.36M Sell
31,754
-3,175
-9% -$459K 2.73% 12
2021
Q4 		$5.41M Buy
34,929
+1,015
+3% +$164K 2.81% 10
2021
Q3 		$5.92M Sell
33,914
-4,352
-11% -$776K 2.79% 10
2021
Q2 		$6.78M Buy
38,266
+776
+2% +$140K 3.25% 11
2021
Q1 		$6.95M Hold
37,490
– – 3.51% 11
2020
Q4 		$6.79M Buy
37,490
+2,445
+7% +$351K 4.16% 7
2020
Q3 		$4.35M Sell
35,045
-16,905
-33% -$2.11M 3.07% 13
2020
Q2 		$6.12M Sell
51,950
-329
-0.6% -$36.3K 3.06% 12
2020
Q1 		$5.51M Sell
52,279
-1,362
-3% -$172K 3.21% 10
2019
Q4 		$7.79M Sell
53,641
-131
-0.2% -$18.3K 3.77% 8
2019
Q3 		$7.01M Sell
53,772
-279
-0.5% -$38.6K 3.74% 8
2019
Q2 		$7.71M Sell
54,051
-102
-0.2% -$13.5K 3.82% 7
2019
Q1 		$7.17M Buy
+54,153
New +$6.05M 3.45% 8

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

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

Jupiter Wealth Management held its Walt Disney (DIS) position steady in Q1 2026 at 6,418 shares worth $673K. The position accounts for 0.27% of the portfolio, ranked #61.

Jupiter Wealth Management first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.79M in Q4 2019. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Jupiter Wealth Management held 6,418 shares of Walt Disney worth $673K as of Q1 2026.
  • Jupiter Wealth Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.27% of Jupiter Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Jupiter Wealth Management first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Jupiter Wealth Management's Walt Disney position peaked at $7.79M in Q4 2019.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.