PWM
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Pines Wealth Management’s Walt Disney DIS Stock Holding History

Pines 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 		$426K Sell
4,424
-359
-8% -$36.6K 0.12% 151
2026
Q1 		$461K Buy
4,783
+260
+6% +$27.5K 0.15% 139
2025
Q4 		$515K Buy
4,523
+211
+5% +$23.2K 0.17% 130
2025
Q3 		$494K Sell
4,312
-1,157
-21% -$136K 0.17% 128
2025
Q2 		$678K Sell
5,469
-645
-11% -$67K 0.24% 100
2025
Q1 		$500K Buy
6,114
+366
+6% +$39.3K 0.23% 106
2024
Q4 		$625K Buy
+5,748
New +$604K 0.27% 94

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Pines Wealth Management reduced its Walt Disney (DIS) stake by 7.5% in Q2 2026, selling an estimated $36.6K and leaving 4,424 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #151.

Pines Wealth Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $678K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Pines Wealth Management held 4,424 shares of Walt Disney worth $426K as of Q2 2026.
  • Pines Wealth Management sold 359 Walt Disney shares in Q2 2026, an estimated $36.6K.
  • Walt Disney made up 0.12% of Pines Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Pines Wealth Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Walt Disney position peaked at $678K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.