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 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

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

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

Peterson Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 81 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #149.

Peterson Wealth Management first reported a position in DIS in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Peterson Wealth Management held 81 shares of Walt Disney worth $7.82K as of Q2 2026.
Peterson Wealth Management left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up ﹤0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #149 holding.
Peterson Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 7 quarters since.
Peterson Wealth Management's Walt Disney position peaked at $1.05M in Q2 2021.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.