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Legacy Wealth Management (Idaho)’s Walt Disney DIS Stock Holding History

Legacy Wealth Management (Idaho)’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 		$137K Buy
1,419
+195
+16% +$20.6K 0.07% 149
2025
Q4 		$139K Buy
1,224
+811
+196% +$89.3K 0.07% 125
2025
Q3 		$47.3K Sell
413
-15
-4% -$1.77K 0.02% 177
2025
Q2 		$53.1K Sell
428
-20
-4% -$2.08K 0.03% 152
2025
Q1 		$44.2K Hold
448
– – 0.03% 151
2024
Q4 		$49.7K Sell
448
-175
-28% -$18.4K 0.03% 121
2024
Q3 		$64K Buy
+623
New +$57.3K 0.04% 106

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

Legacy Wealth Management (Idaho)'s DIS Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Walt Disney (DIS) stake by 16% in Q1 2026, buying an estimated $20.6K and bringing the position to 1,419 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #149.

Legacy Wealth Management (Idaho) first reported a position in DIS in Q3 2024 and has held it in 7 quarters since. The position peaked at $139K in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,419 shares of Walt Disney worth $137K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 195 Walt Disney shares in Q1 2026, an estimated $20.6K.
  • Walt Disney made up 0.07% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #149 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Walt Disney in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Walt Disney position peaked at $139K in Q4 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.