Paulson Wealth Management’s Walt Disney DIS Stock Holding History

Paulson 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	$439K	Buy	4,556 +12	+0.3%	+$1.27K	0.1%	83
2025 Q4	$517K	Hold	4,544	–	–	0.12%	78
2025 Q3	$520K	Sell	4,544 -66	-1%	-$7.77K	0.12%	82
2025 Q2	$572K	Sell	4,610 -1,194	-21%	-$124K	0.15%	75
2025 Q1	$573K	Sell	5,804 -1,650	-22%	-$177K	0.16%	63
2024 Q4	$830K	Sell	7,454 -27	-0.4%	-$2.84K	0.23%	49
2024 Q3	$720K	Buy	7,481 +92	+1%	+$8.46K	0.19%	57
2024 Q2	$734K	Hold	7,389	–	–	0.21%	57
2024 Q1	$904K	Hold	7,389	–	–	0.27%	46
2023 Q4	$667K	Buy	7,389 +2,132	+41%	+$188K	0.21%	54
2023 Q3	$426K	Buy	5,257 +2,979	+131%	+$254K	0.15%	78
2023 Q2	$203K	Buy	+2,278	New	+$216K	0.07%	125
2018 Q1	–	Sell	-167	Closed	-$18K	–	212
2017 Q4	$18K	Buy	+167	New	+$17.2K	0.02%	299

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Paulson Wealth Management increased its Walt Disney (DIS) stake by 0.26% in Q1 2026, buying an estimated $1.27K and bringing the position to 4,556 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #83.

Paulson Wealth Management first reported a position in DIS in Q4 2017 and has held it in 13 quarters since. The position peaked at $904K in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Paulson Wealth Management held 4,556 shares of Walt Disney worth $439K as of Q1 2026.
Paulson Wealth Management bought 12 Walt Disney shares in Q1 2026, an estimated $1.27K.
Walt Disney made up 0.1% of Paulson Wealth Management's portfolio in Q1 2026, its #83 holding.
Paulson Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 13 quarters since.
Paulson Wealth Management's Walt Disney position peaked at $904K in Q1 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.