MBM Wealth Consultants’s Walt Disney DIS Stock Holding History

MBM Wealth Consultants’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	$10.9K	Buy	+113	New	+$11.9K	﹤0.01%	239
2023 Q2	–	Sell	-366	Closed	-$12K	–	149
2023 Q1	$12K	Hold	366	–	–	﹤0.01%	211
2022 Q4	$33K	Buy	366 +243	+198%	+$23.2K	0.02%	181
2022 Q3	$12K	Buy	123 +10	+9%	+$1.07K	0.01%	207
2022 Q2	$11K	Sell	113 -607	-84%	-$67.4K	0.01%	218
2022 Q1	$99K	Buy	720 +500	+227%	+$72.3K	0.04%	125
2021 Q4	$34K	Buy	220 +107	+95%	+$17.3K	0.01%	188
2021 Q3	$19K	Hold	113	–	–	0.01%	207
2021 Q2	$20K	Hold	113	–	–	0.01%	196
2021 Q1	$21K	Hold	113	–	–	0.01%	188
2020 Q4	$20K	Hold	113	–	–	0.01%	168
2020 Q3	$14K	Buy	+113	New	+$14.1K	0.01%	167
2019 Q1	–	Sell	-604	Closed	-$66K	–	220
2018 Q4	$66K	Buy	+604	New	+$68.7K	0.06%	112

Other funds holding DIS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return