NWM
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Northwest Wealth Management’s Walt Disney DIS Stock Holding History

Northwest 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
Q2 		$218K Buy
2,269
+110
+5% +$11.2K 0.03% 249
2026
Q1 		$208K Sell
2,159
-115
-5% -$12.2K 0.03% 239
2025
Q4 		$259K Sell
2,274
-174
-7% -$19.2K 0.04% 200
2025
Q3 		$280K Sell
2,448
-329
-12% -$38.7K 0.05% 164
2025
Q2 		$344K Buy
2,777
+205
+8% +$21.3K 0.06% 132
2025
Q1 		$254K Buy
2,572
+31
+1% +$3.33K 0.05% 152
2024
Q4 		$283K Buy
2,541
+43
+2% +$4.52K 0.06% 126
2024
Q3 		$240K Sell
2,498
-59
-2% -$5.43K 0.06% 145
2024
Q2 		$254K Buy
2,557
+79
+3% +$8.5K 0.07% 138
2024
Q1 		$303K Sell
2,478
-40
-2% -$4.18K 0.08% 125
2023
Q4 		$227K Buy
2,518
+48
+2% +$4.23K 0.07% 142
2023
Q3 		$200K Sell
2,470
-94
-4% -$8.03K 0.07% 142
2023
Q2 		$229K Sell
2,564
-456
-15% -$43.2K 0.08% 135
2023
Q1 		$302K Buy
3,020
+110
+4% +$11.1K 0.12% 112
2022
Q4 		$253K Sell
2,910
-1,000
-26% -$95.6K 0.11% 117
2022
Q3 		$369K Buy
3,910
+30
+0.8% +$3.21K 0.16% 105
2022
Q2 		$366K Buy
3,880
+971
+33% +$108K 0.16% 106
2022
Q1 		$399K Sell
2,909
-1,859
-39% -$269K 0.2% 95
2021
Q4 		$738K Sell
4,768
-11
-0.2% -$1.78K 0.34% 67
2021
Q3 		$808K Buy
4,779
+11
+0.2% +$1.96K 0.4% 58
2021
Q2 		$838K Buy
4,768
+770
+19% +$138K 0.44% 55
2021
Q1 		$738K Sell
3,998
-890
-18% -$164K 0.46% 60
2020
Q4 		$886K Hold
4,888
– – 0.61% 46
2020
Q3 		$606K Buy
4,888
+21
+0.4% +$2.63K 0.5% 53
2020
Q2 		$543K Sell
4,867
-200
-4% -$22.1K 0.47% 55
2020
Q1 		$489K Buy
5,067
+1,153
+29% +$146K 0.49% 55
2019
Q4 		$566K Hold
3,914
– – 0.52% 54
2019
Q3 		$510K Buy
3,914
+1,056
+37% +$146K 0.42% 64
2019
Q2 		$399K Sell
2,858
-64
-2% -$8.49K 0.32% 74
2019
Q1 		$324K Buy
2,922
+91
+3% +$10.2K 0.24% 86
2018
Q4 		$310K Hold
2,831
– – 0.26% 80
2018
Q3 		$331K Sell
2,831
-82
-3% -$9.13K 0.25% 80
2018
Q2 		$305K Hold
2,913
– – 0.23% 82
2018
Q1 		$293K Buy
2,913
+358
+14% +$38K 0.22% 84
2017
Q4 		$275K Buy
2,555
+23
+0.9% +$2.37K 0.22% 79
2017
Q3 		$250K Sell
2,532
-346
-12% -$35.6K 0.35% 56
2017
Q2 		$306K Sell
2,878
-50
-2% -$5.47K 0.28% 71
2017
Q1 		$332K Sell
2,928
-94
-3% -$10.3K 0.31% 67
2016
Q4 		$315K Buy
+3,022
New +$295K 0.32% 66

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Northwest Wealth Management's DIS Position: Q2 2026 in Review

Northwest Wealth Management increased its Walt Disney (DIS) stake by 5.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 2,269 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #249.

Northwest Wealth Management first reported a position in DIS in Q4 2016 and has held it in 39 quarters since. The position peaked at $886K in Q4 2020. 1,227 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Northwest Wealth Management held 2,269 shares of Walt Disney worth $218K as of Q2 2026.
  • Northwest Wealth Management bought 110 Walt Disney shares in Q2 2026, an estimated $11.2K.
  • Walt Disney made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Northwest Wealth Management first reported a position in Walt Disney in Q4 2016 and has held it in 39 quarters since.
  • Northwest Wealth Management's Walt Disney position peaked at $886K in Q4 2020.
  • 1,227 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.