QWM
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QP Wealth Management’s Walt Disney DIS Stock Holding History

QP 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 		– Sell
-6,460
Closed -$735K – 83
2025
Q4 		$735K Buy
+6,460
New +$711K 0.65% 38
2023
Q3 		$574K Buy
7,080
+150
+2% +$12.8K 1% 34
2023
Q2 		$619K Buy
6,930
+784
+13% +$74.3K 0.98% 34
2023
Q1 		$615K Buy
6,146
+1,940
+46% +$196K 1.01% 36
2022
Q4 		$365K Sell
4,206
-3,220
-43% -$308K 0.57% 46
2022
Q3 		$724K Buy
7,426
+1,053
+17% +$113K 1.04% 32
2022
Q2 		$602K Sell
6,373
-632
-9% -$70.1K 0.82% 35
2022
Q1 		$961K Buy
7,005
+125
+2% +$18.1K 1.07% 32
2021
Q4 		$1.07M Buy
6,880
+35
+0.5% +$5.65K 1.13% 30
2021
Q3 		$1.16M Sell
6,845
-209
-3% -$37.3K 1.24% 29
2021
Q2 		$1.24M Sell
7,054
-1,024
-13% -$184K 1.27% 28
2021
Q1 		$1.49M Sell
8,078
-10
-0.1% -$1.84K 1.62% 24
2020
Q4 		$1.47M Sell
8,088
-130
-2% -$18.7K 1.62% 22
2020
Q3 		$1.02M Sell
8,218
-50
-0.6% -$6.25K 1.31% 25
2020
Q2 		$922K Sell
8,268
-606
-7% -$66.9K 1.27% 28
2020
Q1 		$896K Sell
8,874
-782
-8% -$98.9K 1.3% 31
2019
Q4 		$1.33M Buy
+9,656
New +$1.35M 1.62% 21

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

QP Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 6,460 shares — an estimated $735K sold.

QP Wealth Management first reported a position in DIS in Q4 2019 and held it in 17 quarters. The position peaked at $1.49M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • QP Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • QP Wealth Management sold 6,460 Walt Disney shares in Q1 2026, an estimated $735K.
  • QP Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 17 quarters.
  • QP Wealth Management's Walt Disney position peaked at $1.49M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.