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Tower View Wealth Management’s Walt Disney DIS Stock Holding History

Tower View 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 		$199K Buy
2,069
+440
+27% +$44.9K 0.09% 67
2026
Q1 		$157K Buy
1,629
+10
+0.6% +$1.06K 0.08% 69
2025
Q4 		$184K Hold
1,619
– – 0.09% 60
2025
Q3 		$185K Buy
1,619
+177
+12% +$20.8K 0.1% 57
2025
Q2 		$179K Hold
1,442
– – 0.09% 66
2025
Q1 		$142K Buy
1,442
+7
+0.5% +$752 0.08% 56
2024
Q4 		$160K Hold
1,435
– – 0.08% 59
2024
Q3 		$138K Hold
1,435
– – 0.08% 63
2024
Q2 		$142K Hold
1,435
– – 0.08% 61
2024
Q1 		$176K Hold
1,435
– – 0.1% 61
2023
Q4 		$130K Hold
1,435
– – 0.08% 61
2023
Q3 		$116K Buy
+1,435
New +$123K 0.08% 63
2022
Q2 		– Sell
-8,178
Closed -$1.12M – 180
2022
Q1 		$1.12M Sell
8,178
-12,914
-61% -$1.87M 0.6% 50
2021
Q4 		$3.27M Buy
21,092
+291
+1% +$47K 1.66% 27
2021
Q3 		$3.52M Buy
20,801
+56
+0.3% +$9.98K 1.95% 21
2021
Q2 		$3.65M Sell
20,745
-68
-0.3% -$12.2K 1.85% 22
2021
Q1 		$3.84M Buy
20,813
+31
+0.1% +$5.72K 2.1% 17
2020
Q4 		$3.77M Sell
20,782
-25
-0.1% -$3.59K 2.14% 19
2020
Q3 		$2.58M Buy
20,807
+75
+0.4% +$9.38K 1.68% 28
2020
Q2 		$2.31M Buy
20,732
+927
+5% +$102K 1.69% 29
2020
Q1 		$1.91M Buy
19,805
+19,745
+32,908% +$2.5M 1.73% 27
2019
Q4 		$9K Hold
60
– – 0.01% 117
2019
Q3 		$8K Buy
+60
New +$8.3K 0.01% 114
2019
Q1 		– Sell
-1,234
Closed -$135K – 143
2018
Q4 		$135K Hold
1,234
– – 0.14% 59
2018
Q3 		$144K Sell
1,234
-143
-10% -$15.9K 0.13% 70
2018
Q2 		$144K Sell
1,377
-145
-10% -$14.8K 0.14% 68
2018
Q1 		$153K Sell
1,522
-1,534
-50% -$163K 0.15% 69
2017
Q4 		$329K Buy
+3,056
New +$315K 0.3% 62

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

Tower View Wealth Management's DIS Position: Q2 2026 in Review

Tower View Wealth Management increased its Walt Disney (DIS) stake by 27% in Q2 2026, buying an estimated $44.9K and bringing the position to 2,069 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #67.

Tower View Wealth Management first reported a position in DIS in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.84M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Tower View Wealth Management held 2,069 shares of Walt Disney worth $199K as of Q2 2026.
  • Tower View Wealth Management bought 440 Walt Disney shares in Q2 2026, an estimated $44.9K.
  • Walt Disney made up 0.09% of Tower View Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Tower View Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 28 quarters since.
  • Tower View Wealth Management's Walt Disney position peaked at $3.84M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.