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 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 $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

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

Peterson Wealth Management opened a new position in Walt Disney (DIS) in Q1 2026: 81 shares worth $7.83K. The stake represents ﹤0.01% of the portfolio and ranks #141 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in DIS as recently as Q4 2021.

Peterson Wealth Management first reported a position in DIS in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Peterson Wealth Management held 81 shares of Walt Disney worth $7.83K as of Q1 2026.
Walt Disney was a new Peterson Wealth Management position in Q1 2026.
Walt Disney made up ﹤0.01% of Peterson Wealth Management's portfolio in Q1 2026, its #141 holding.
Peterson Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 6 quarters since.
Peterson Wealth Management's Walt Disney position peaked at $1.05M in Q2 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.