NWAM LLC’s Walt Disney DIS Stock Holding History

NWAM LLC’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
2015 Q2	–	Sell	-6,000	Closed	-$640K	–	255
2015 Q1	$640K	Buy	+6,000	New	+$605K	0.27%	91

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

NWAM LLC's DIS Position: Q2 2026 in Review

NWAM LLC reduced its Walt Disney (DIS) stake by 0.69% in Q2 2026, selling an estimated $5.71K and leaving 8,094 shares worth $779K. The position accounts for 0.04% of the portfolio, ranked #368.

NWAM LLC first reported a position in DIS in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.18M in Q4 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

NWAM LLC held 8,094 shares of Walt Disney worth $779K as of Q2 2026.
NWAM LLC sold 56 Walt Disney shares in Q2 2026, an estimated $5.71K.
Walt Disney made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #368 holding.
NWAM LLC first reported a position in Walt Disney in Q2 2013 and has held it in 50 quarters since.
NWAM LLC's Walt Disney position peaked at $6.18M in Q4 2021.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.