Schrum Private Wealth Management’s Walt Disney DIS Stock Holding History

Schrum Private 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	$478K	Buy	+4,820	New	+$491K	0.49%	56
2025 Q4	–	Sell	-2,291	Closed	-$262K	–	125
2025 Q3	$262K	Buy	2,291 +1	+0%	+$118	0.19%	109
2025 Q2	$284K	Sell	2,290 -900	-28%	-$93.5K	0.23%	100
2025 Q1	$315K	Sell	3,190 -11	-0.3%	-$1.18K	0.28%	92
2024 Q4	$356K	Sell	3,201 -4,189	-57%	-$440K	0.3%	81
2024 Q3	$711K	Buy	7,390 +2,570	+53%	+$236K	0.37%	63
2024 Q2	$479K	Hold	4,820	–	–	0.43%	60
2024 Q1	$590K	Buy	4,820 +327	+7%	+$34.2K	0.54%	54
2023 Q4	$406K	Sell	4,493 -378	-8%	-$33.3K	0.58%	50
2023 Q3	$395K	Hold	4,871	–	–	0.45%	59
2023 Q2	$435K	Buy	4,871 +10	+0.2%	+$947	0.47%	57
2023 Q1	$487K	Sell	4,861 -205	-4%	-$20.7K	0.56%	54
2022 Q4	$440K	Sell	5,066 -222	-4%	-$21.2K	0.52%	55
2022 Q3	$499K	Sell	5,288 -1,577	-23%	-$169K	0.63%	46
2022 Q2	$648K	Hold	6,865	–	–	0.73%	36
2022 Q1	$806K	Hold	6,865	–	–	0.81%	36
2021 Q4	$1.06M	Buy	+6,865	New	+$1.11M	0.97%	28

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schrum Private Wealth Management's DIS Position: Q2 2026 in Review

Schrum Private Wealth Management opened a new position in Walt Disney (DIS) in Q2 2026: 4,820 shares worth $478K. The stake represents 0.49% of the portfolio and ranks #56 among its holdings. This is a return to the name: Schrum Private Wealth Management previously reported a position in DIS as recently as Q3 2025.

Schrum Private Wealth Management first reported a position in DIS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.06M in Q4 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Schrum Private Wealth Management held 4,820 shares of Walt Disney worth $478K as of Q2 2026.
Walt Disney was a new Schrum Private Wealth Management position in Q2 2026.
Walt Disney made up 0.49% of Schrum Private Wealth Management's portfolio in Q2 2026, its #56 holding.
Schrum Private Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 17 quarters since.
Schrum Private Wealth Management's Walt Disney position peaked at $1.06M in Q4 2021.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.