KJWM
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Kiley Juergens Wealth Management’s Walt Disney DIS Stock Holding History

Kiley Juergens 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 		$692K Buy
+7,184
New +$759K 0.12% 118
2024
Q3 		– Sell
-10,225
Closed -$1.02M – 71
2024
Q2 		$1.02M Buy
+10,225
New +$1.1M 0.28% 48
2024
Q1 		– Sell
-11,055
Closed -$998K – 67
2023
Q4 		$998K Sell
11,055
-2,367
-18% -$209K 0.33% 41
2023
Q3 		$1.09M Sell
13,422
-2,586
-16% -$221K 0.39% 41
2023
Q2 		$1.43M Sell
16,008
-1,083
-6% -$103K 0.49% 38
2023
Q1 		$1.71M Sell
17,091
-465
-3% -$46.9K 0.64% 33
2022
Q4 		$1.53M Sell
17,556
-1,714
-9% -$164K 0.64% 33
2022
Q3 		$1.82M Sell
19,270
-22
-0.1% -$2.35K 0.85% 29
2022
Q2 		$1.82M Buy
19,292
+4,680
+32% +$519K 0.86% 28
2022
Q1 		$2M Sell
14,612
-5,001
-25% -$723K 0.97% 25
2021
Q4 		$3.04M Buy
19,613
+2,457
+14% +$397K 1.15% 19
2021
Q3 		$2.9M Buy
17,156
+228
+1% +$40.6K 1.27% 18
2021
Q2 		$2.98M Buy
16,928
+450
+3% +$80.9K 1.36% 18
2021
Q1 		$3.04M Buy
16,478
+99
+0.6% +$18.3K 1.59% 15
2020
Q4 		$2.97M Sell
16,379
-81
-0.5% -$11.6K 1.75% 13
2020
Q3 		$2.04M Sell
16,460
-1,196
-7% -$149K 1.49% 15
2020
Q2 		$1.97M Buy
17,656
+706
+4% +$77.9K 1.64% 15
2020
Q1 		$1.64M Buy
16,950
+1,729
+11% +$219K 1.69% 16
2019
Q4 		$2.2M Buy
15,221
+748
+5% +$104K 1.93% 13
2019
Q3 		$1.89M Buy
14,473
+2,322
+19% +$321K 2.06% 11
2019
Q2 		$1.7M Buy
12,151
+771
+7% +$102K 1.91% 12
2019
Q1 		$1.26M Buy
11,380
+936
+9% +$105K 1.57% 16
2018
Q4 		$1.15M Buy
10,444
+286
+3% +$32.5K 1.6% 16
2018
Q3 		$1.19M Buy
10,158
+1,023
+11% +$114K 0.89% 19
2018
Q2 		$957K Buy
9,135
+1,193
+15% +$122K 0.85% 22
2018
Q1 		$797K Buy
7,942
+1,349
+20% +$143K 0.86% 27
2017
Q4 		$708K Buy
+6,593
New +$679K 0.64% 31

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

Kiley Juergens Wealth Management's DIS Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Walt Disney (DIS) in Q1 2026: 7,184 shares worth $692K. The stake represents 0.12% of the portfolio and ranks #118 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in DIS as recently as Q2 2024.

Kiley Juergens Wealth Management first reported a position in DIS in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.04M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Kiley Juergens Wealth Management held 7,184 shares of Walt Disney worth $692K as of Q1 2026.
  • Walt Disney was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Walt Disney made up 0.12% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Kiley Juergens Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 27 quarters since.
  • Kiley Juergens Wealth Management's Walt Disney position peaked at $3.04M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.