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

Mission 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 		$2.38M Sell
24,658
-2,610
-10% -$276K 0.05% 194
2025
Q4 		$3.1M Sell
27,268
-926
-3% -$102K 0.06% 166
2025
Q3 		$3.23M Sell
28,194
-65
-0.2% -$7.66K 0.06% 158
2025
Q2 		$3.5M Sell
28,259
-549
-2% -$57K 0.07% 149
2025
Q1 		$2.84M Buy
28,808
+2,527
+10% +$272K 0.07% 155
2024
Q4 		$2.93M Sell
26,281
-3,457
-12% -$363K 0.07% 144
2024
Q3 		$2.86M Sell
29,738
-4,250
-13% -$391K 0.07% 144
2024
Q2 		$3.37M Buy
33,988
+9,509
+39% +$1.02M 0.09% 126
2024
Q1 		$3M Buy
24,479
+5,152
+27% +$538K 0.08% 138
2023
Q4 		$1.75M Sell
19,327
-1,718
-8% -$151K 0.06% 160
2023
Q3 		$1.71M Sell
21,045
-2,431
-10% -$208K 0.06% 150
2023
Q2 		$2.1M Sell
23,476
-19,405
-45% -$1.84M 0.08% 127
2023
Q1 		$4.29M Buy
42,881
+2,054
+5% +$207K 0.18% 72
2022
Q4 		$3.55M Buy
40,827
+907
+2% +$86.8K 0.17% 76
2022
Q3 		$3.77M Buy
39,920
+1,168
+3% +$125K 0.2% 64
2022
Q2 		$3.66M Sell
38,752
-1,080
-3% -$120K 0.19% 71
2022
Q1 		$5.46M Buy
39,832
+3,623
+10% +$524K 0.25% 53
2021
Q4 		$5.61M Buy
36,209
+314
+0.9% +$50.7K 0.25% 54
2021
Q3 		$6.07M Sell
35,895
-1,876
-5% -$334K 0.31% 48
2021
Q2 		$6.64M Buy
37,771
+1,657
+5% +$298K 0.35% 43
2021
Q1 		$6.66M Buy
36,114
+988
+3% +$182K 0.39% 40
2020
Q4 		$6.36M Sell
35,126
-857
-2% -$123K 0.4% 41
2020
Q3 		$4.46M Buy
35,983
+1,433
+4% +$179K 0.33% 44
2020
Q2 		$3.85M Buy
34,550
+24,034
+229% +$2.65M 0.33% 45
2020
Q1 		$1.02M Buy
10,516
+1,675
+19% +$212K 0.11% 95
2019
Q4 		$1.28M Buy
8,841
+1,481
+20% +$207K 0.12% 99
2019
Q3 		$959K Buy
7,360
+582
+9% +$80.5K 0.1% 104
2019
Q2 		$946K Buy
6,778
+365
+6% +$48.4K 0.11% 100
2019
Q1 		$712K Buy
6,413
+714
+13% +$79.8K 0.08% 125
2018
Q4 		$625K Sell
5,699
-879
-13% -$99.9K 0.08% 120
2018
Q3 		$769K Sell
6,578
-264
-4% -$29.4K 0.1% 109
2018
Q2 		$717K Buy
6,842
+902
+15% +$92.2K 0.11% 105
2018
Q1 		$597K Sell
5,940
-253
-4% -$26.9K 0.1% 100
2017
Q4 		$666K Sell
6,193
-386
-6% -$39.8K 0.11% 90
2017
Q3 		$649K Sell
6,579
-124
-2% -$12.8K 0.12% 89
2017
Q2 		$712K Buy
6,703
+110
+2% +$12K 0.14% 81
2017
Q1 		$748K Sell
6,593
-202
-3% -$22.2K 0.15% 76
2016
Q4 		$708K Buy
6,795
+61
+0.9% +$5.95K 0.14% 76
2016
Q3 		$625K Buy
6,734
+104
+2% +$9.96K 0.15% 76
2016
Q2 		$649K Buy
6,630
+124
+2% +$12.4K 0.17% 61
2016
Q1 		$646K Buy
6,506
+25
+0.4% +$2.41K 0.17% 64
2015
Q4 		$681K Sell
6,481
-144
-2% -$16K 0.19% 53
2015
Q3 		$677K Sell
6,625
-1,244
-16% -$135K 0.21% 51
2015
Q2 		$825K Buy
+7,869
New +$864K 0.28% 42

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

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

Mission Wealth Management reduced its Walt Disney (DIS) stake by 9.6% in Q1 2026, selling an estimated $276K and leaving 24,658 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #194.

Mission Wealth Management first reported a position in DIS in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.66M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Mission Wealth Management held 24,658 shares of Walt Disney worth $2.38M as of Q1 2026.
  • Mission Wealth Management sold 2,610 Walt Disney shares in Q1 2026, an estimated $276K.
  • Walt Disney made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #194 holding.
  • Mission Wealth Management first reported a position in Walt Disney in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Walt Disney position peaked at $6.66M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.