Shelton Wealth Management’s Walt Disney DIS Stock Holding History

Shelton 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	-7,550	Closed	-$859K	–	148
2025 Q4	$859K	Buy	+7,550	New	+$831K	0.37%	79
2024 Q4	–	Sell	-201	Closed	-$19.3K	–	150
2024 Q3	$19.3K	Buy	+201	New	+$18.5K	0.01%	123
2022 Q1	–	Sell	-1,401	Closed	-$217K	–	73
2021 Q4	$217K	Buy	+1,401	New	+$226K	0.17%	67

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Shelton Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 7,550 shares — an estimated $859K sold.

Shelton Wealth Management first reported a position in DIS in Q4 2021 and held it in 3 quarters. The position peaked at $859K in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Shelton Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Shelton Wealth Management sold 7,550 Walt Disney shares in Q1 2026, an estimated $859K.
Shelton Wealth Management first reported a position in Walt Disney in Q4 2021 and held it in 3 quarters.
Shelton Wealth Management's Walt Disney position peaked at $859K in Q4 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.