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Keebeck Wealth Management’s Walt Disney DIS Stock Holding History

Keebeck 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 		$267K Buy
2,766
+179
+7% +$18.9K 0.03% 345
2025
Q4 		$296K Sell
2,587
-221
-8% -$24.3K 0.03% 291
2025
Q3 		$322K Buy
2,808
+102
+4% +$12K 0.04% 287
2025
Q2 		$337K Buy
2,706
+398
+17% +$41.4K 0.04% 267
2025
Q1 		$228K Sell
2,308
-162
-7% -$17.4K 0.03% 251
2024
Q4 		$276K Buy
2,470
+218
+10% +$22.9K 0.04% 224
2024
Q3 		$217K Buy
2,252
+10
+0.4% +$920 0.03% 240
2024
Q2 		$223K Hold
2,242
– – 0.03% 242
2024
Q1 		$274K Buy
2,242
+20
+0.9% +$2.09K 0.04% 246
2023
Q4 		$201K Buy
+2,222
New +$196K 0.03% 257
2023
Q3 		– Sell
-2,622
Closed -$234K – 257
2023
Q2 		$234K Sell
2,622
-27
-1% -$2.56K 0.03% 243
2023
Q1 		$265K Sell
2,649
-187
-7% -$18.9K 0.04% 218
2022
Q4 		$246K Sell
2,836
-2,341
-45% -$224K 0.04% 214
2022
Q3 		$488K Sell
5,177
-200
-4% -$21.4K 0.09% 151
2022
Q2 		$508K Sell
5,377
-565
-10% -$62.7K 0.1% 152
2022
Q1 		$815K Buy
5,942
+67
+1% +$9.69K 0.14% 126
2021
Q4 		$910K Sell
5,875
-189
-3% -$30.5K 0.16% 114
2021
Q3 		$1.03M Sell
6,064
-59
-1% -$10.5K 0.2% 102
2021
Q2 		$1.08M Hold
6,123
– – 0.16% 117
2021
Q1 		$1.13M Sell
6,123
-213
-3% -$39.3K 0.18% 101
2020
Q4 		$1.15M Sell
6,336
-2,430
-28% -$349K 0.2% 82
2020
Q3 		$1.09M Buy
8,766
+347
+4% +$43.4K 0.22% 73
2020
Q2 		$938K Sell
8,419
-3,607
-30% -$398K 0.3% 68
2020
Q1 		$1.16M Sell
12,026
-984
-8% -$124K 0.48% 48
2019
Q4 		$1.89M Buy
+13,010
New +$1.82M 0.6% 41

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

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

Keebeck Wealth Management increased its Walt Disney (DIS) stake by 6.9% in Q1 2026, buying an estimated $18.9K and bringing the position to 2,766 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #345.

Keebeck Wealth Management first reported a position in DIS in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.89M in Q4 2019. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Keebeck Wealth Management held 2,766 shares of Walt Disney worth $267K as of Q1 2026.
  • Keebeck Wealth Management bought 179 Walt Disney shares in Q1 2026, an estimated $18.9K.
  • Walt Disney made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #345 holding.
  • Keebeck Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 25 quarters since.
  • Keebeck Wealth Management's Walt Disney position peaked at $1.89M in Q4 2019.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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