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MPWM Advisory Solutions’s Walt Disney DIS Stock Holding History

MPWM Advisory Solutions’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 		$11.8K Hold
123
– – 0.01% 324
2025
Q4 		$13.9K Hold
123
– – 0.01% 291
2025
Q3 		$14K Hold
123
– – 0.01% 268
2025
Q2 		$15.2K Sell
123
-120
-49% -$12.5K 0.01% 265
2025
Q1 		$23.9K Buy
243
+1
+0.4% +$107 0.02% 213
2024
Q4 		$27K Buy
+242
New +$25.4K 0.02% 207

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

MPWM Advisory Solutions's DIS Position: Q1 2026 in Review

MPWM Advisory Solutions held its Walt Disney (DIS) position steady in Q1 2026 at 123 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #324.

MPWM Advisory Solutions first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $27K in Q4 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • MPWM Advisory Solutions held 123 shares of Walt Disney worth $11.8K as of Q1 2026.
  • MPWM Advisory Solutions left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #324 holding.
  • MPWM Advisory Solutions first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Walt Disney position peaked at $27K in Q4 2024.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.