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Tempus Wealth Planning’s Walt Disney DIS Stock Holding History

Tempus Wealth Planning’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 		$779K Sell
8,091
-273
-3% -$27.8K 0.15% 152
2026
Q1 		$806K Sell
8,364
-2,100
-20% -$222K 0.19% 141
2025
Q4 		$1.19M Sell
10,464
-251
-2% -$27.6K 0.27% 101
2025
Q3 		$1.23M Sell
10,715
-235
-2% -$27.7K 0.28% 95
2025
Q2 		$1.36M Sell
10,950
-983
-8% -$102K 0.34% 84
2025
Q1 		$1.18M Sell
11,933
-958
-7% -$103K 0.35% 86
2024
Q4 		$1.44M Sell
12,891
-698
-5% -$73.3K 0.44% 63
2024
Q3 		$1.31M Sell
13,589
-402
-3% -$37K 0.48% 56
2024
Q2 		$1.39M Buy
13,991
+1,939
+16% +$209K 0.58% 43
2024
Q1 		$1.47M Sell
12,052
-86
-0.7% -$8.98K 0.65% 35
2023
Q4 		$1.1M Sell
12,138
-584
-5% -$51.5K 0.48% 62
2023
Q3 		$1.03M Buy
12,722
+546
+4% +$46.6K 0.52% 50
2023
Q2 		$1.09M Buy
12,176
+77
+0.6% +$7.29K 0.49% 60
2023
Q1 		$1.21M Sell
12,099
-460
-4% -$46.4K 0.59% 45
2022
Q4 		$1.09M Buy
12,559
+61
+0.5% +$5.83K 0.66% 43
2022
Q3 		$1.18M Buy
12,498
+1,602
+15% +$171K 0.79% 34
2022
Q2 		$1.03M Buy
10,896
+463
+4% +$51.4K 0.85% 30
2022
Q1 		$1.43M Sell
10,433
-925
-8% -$134K 1.02% 25
2021
Q4 		$1.76M Buy
11,358
+666
+6% +$108K 0.95% 29
2021
Q3 		$1.81M Buy
10,692
+656
+7% +$117K 1.02% 23
2021
Q2 		$1.76M Buy
+10,036
New +$1.8M 1.17% 20

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tempus Wealth Planning's DIS Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Walt Disney (DIS) stake by 3.3% in Q2 2026, selling an estimated $27.8K and leaving 8,091 shares worth $779K. The position accounts for 0.15% of the portfolio, ranked #152.

Tempus Wealth Planning first reported a position in DIS in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.81M in Q3 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Tempus Wealth Planning held 8,091 shares of Walt Disney worth $779K as of Q2 2026.
  • Tempus Wealth Planning sold 273 Walt Disney shares in Q2 2026, an estimated $27.8K.
  • Walt Disney made up 0.15% of Tempus Wealth Planning's portfolio in Q2 2026, its #152 holding.
  • Tempus Wealth Planning first reported a position in Walt Disney in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's Walt Disney position peaked at $1.81M in Q3 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.