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
Q2 		$421K Sell
4,373
-2,045
-32% -$208K 0.17% 72
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 $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

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

Jupiter Wealth Management reduced its Walt Disney (DIS) stake by 32% in Q2 2026, selling an estimated $208K and leaving 4,373 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #72.

Jupiter Wealth Management first reported a position in DIS in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.79M in Q4 2019. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Jupiter Wealth Management held 4,373 shares of Walt Disney worth $421K as of Q2 2026.
  • Jupiter Wealth Management sold 2,045 Walt Disney shares in Q2 2026, an estimated $208K.
  • Walt Disney made up 0.17% of Jupiter Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Jupiter Wealth Management first reported a position in Walt Disney in Q1 2019 and has held it in 30 quarters since.
  • Jupiter Wealth Management's Walt Disney position peaked at $7.79M in Q4 2019.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.