MWM
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Maltin Wealth Management’s Walt Disney DIS Stock Holding History

Maltin 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 		– Sell
-1,859
Closed -$211K – 139
2025
Q4 		$211K Sell
1,859
-67
-3% -$7.38K 0.08% 128
2025
Q3 		$221K Buy
1,926
+25
+1% +$2.94K 0.09% 125
2025
Q2 		$236K Sell
1,901
-366
-16% -$38K 0.11% 117
2025
Q1 		$224K Sell
2,267
-208
-8% -$22.4K 0.11% 122
2024
Q4 		$276K Buy
2,475
+181
+8% +$19K 0.14% 108
2024
Q3 		$221K Buy
2,294
+27
+1% +$2.48K 0.11% 119
2024
Q2 		$225K Buy
2,267
+27
+1% +$2.91K 0.12% 114
2024
Q1 		$274K Buy
+2,240
New +$234K 0.15% 99
2023
Q2 		– Sell
-2,124
Closed -$213K – 107
2023
Q1 		$213K Buy
+2,124
New +$214K 0.15% 97
2022
Q4 		– Sell
-2,369
Closed -$223K – 105
2022
Q3 		$223K Sell
2,369
-74
-3% -$7.92K 0.18% 97
2022
Q2 		$231K Buy
2,443
+295
+14% +$32.7K 0.17% 100
2022
Q1 		$295K Buy
2,148
+106
+5% +$15.3K 0.2% 93
2021
Q4 		$316K Buy
2,042
+141
+7% +$22.8K 0.19% 92
2021
Q3 		$322K Buy
1,901
+31
+2% +$5.53K 0.2% 82
2021
Q2 		$329K Buy
1,870
+163
+10% +$29.3K 0.2% 82
2021
Q1 		$315K Buy
1,707
+55
+3% +$10.1K 0.2% 82
2020
Q4 		$299K Buy
1,652
+1
+0.1% +$144 0.21% 76
2020
Q3 		$205K Buy
+1,651
New +$206K 0.15% 85
2020
Q2 		– Sell
-2,504
Closed -$242K – 83
2020
Q1 		$242K Buy
2,504
+257
+11% +$32.5K 0.21% 70
2019
Q4 		$325K Buy
+2,247
New +$314K 0.21% 56

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

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

Maltin Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,859 shares — an estimated $211K sold.

Maltin Wealth Management first reported a position in DIS in Q4 2019 and held it in 20 quarters. The position peaked at $329K in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Maltin Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Maltin Wealth Management sold 1,859 Walt Disney shares in Q1 2026, an estimated $211K.
  • Maltin Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 20 quarters.
  • Maltin Wealth Management's Walt Disney position peaked at $329K in Q2 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.