QWM
DIS icon

Quaker Wealth Management’s Walt Disney DIS Stock Holding History

Quaker 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 		$58.9K Sell
611
-2
-0.3% -$211 0.02% 151
2025
Q4 		$69.7K Buy
613
+4
+0.7% +$441 0.02% 138
2025
Q3 		$69.7K Buy
609
+2
+0.3% +$236 0.02% 136
2025
Q2 		$75.3K Buy
+607
New +$63.1K 0.03% 128

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

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

Quaker Wealth Management reduced its Walt Disney (DIS) stake by 0.33% in Q1 2026, selling an estimated $211 and leaving 611 shares worth $58.9K. The position accounts for 0.02% of the portfolio, ranked #151.

Quaker Wealth Management first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $75.3K in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Quaker Wealth Management held 611 shares of Walt Disney worth $58.9K as of Q1 2026.
  • Quaker Wealth Management sold 2 Walt Disney shares in Q1 2026, an estimated $211.
  • Walt Disney made up 0.02% of Quaker Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Quaker Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Walt Disney position peaked at $75.3K in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.