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 Q2	–	Sell	-113	Closed	-$10.9K	–	190
2026 Q1	$10.9K	Buy	+113	New	+$11.9K	﹤0.01%	239
2023 Q2	–	Sell	-366	Closed	-$12K	–	147
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBM Wealth Consultants's DIS Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 113 shares — an estimated $10.9K sold.

MBM Wealth Consultants first reported a position in DIS in Q4 2018 and held it in 13 quarters. The position peaked at $99K in Q1 2022. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

MBM Wealth Consultants reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 113 Walt Disney shares in Q2 2026, an estimated $10.9K.
MBM Wealth Consultants first reported a position in Walt Disney in Q4 2018 and held it in 13 quarters.
MBM Wealth Consultants's Walt Disney position peaked at $99K in Q1 2022.
2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.