RWM
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RMG Wealth Management’s Walt Disney DIS Stock Holding History

RMG 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 		$16.9K Sell
162
-240
-60% -$25.4K ﹤0.01% 244
2025
Q4 		$45.6K Buy
402
+1
+0.2% +$110 0.01% 154
2025
Q3 		$45.8K Hold
401
– – 0.01% 148
2025
Q2 		$48.5K Buy
+401
New +$41.7K 0.01% 136

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

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

RMG Wealth Management reduced its Walt Disney (DIS) stake by 60% in Q1 2026, selling an estimated $25.4K and leaving 162 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

RMG Wealth Management first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $48.5K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • RMG Wealth Management held 162 shares of Walt Disney worth $16.9K as of Q1 2026.
  • RMG Wealth Management sold 240 Walt Disney shares in Q1 2026, an estimated $25.4K.
  • Walt Disney made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #244 holding.
  • RMG Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Walt Disney position peaked at $48.5K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.