Peterson Wealth Management’s Walt Disney DIS Stock Holding History

Peterson 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 Q3	$8.59K	Buy	82 +1	+1%	+$102	﹤0.01%	150
2026 Q2	$7.82K	Hold	81	–	–	﹤0.01%	149
2026 Q1	$7.83K	Buy	+81	New	+$8.56K	﹤0.01%	141
2022 Q1	–	Sell	-5,607	Closed	-$868K	–	60
2021 Q4	$868K	Sell	5,607 -67	-1%	-$10.8K	0.58%	46
2021 Q3	$960K	Sell	5,674 -294	-5%	-$52.4K	0.74%	41
2021 Q2	$1.05M	Buy	5,968 +4,483	+302%	+$806K	0.82%	39
2021 Q1	$274K	Buy	+1,485	New	+$274K	0.23%	44
2020 Q1	–	Sell	-1,778	Closed	-$258K	–	48
2019 Q4	$258K	Buy	+1,778	New	+$248K	0.23%	36

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Peterson Wealth Management's DIS Position: Q3 2026 in Review

Peterson Wealth Management increased its Walt Disney (DIS) stake by 1.2% in Q3 2026, buying an estimated $102 and bringing the position to 82 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Peterson Wealth Management first reported a position in DIS in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2021. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Peterson Wealth Management held 82 shares of Walt Disney worth $8.59K as of Q3 2026.
Peterson Wealth Management bought 1 Walt Disney share in Q3 2026, an estimated $102.
Walt Disney made up ﹤0.01% of Peterson Wealth Management's portfolio in Q3 2026, its #150 holding.
Peterson Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 8 quarters since.
Peterson Wealth Management's Walt Disney position peaked at $1.05M in Q2 2021.
1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.