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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
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 $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

Tower View Wealth Management's DIS Position: Q1 2026 in Review

Tower View Wealth Management increased its Walt Disney (DIS) stake by 0.62% in Q1 2026, buying an estimated $1.06K and bringing the position to 1,629 shares worth $157K. The position accounts for 0.08% of the portfolio, ranked #69.

Tower View Wealth Management first reported a position in DIS in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.84M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tower View Wealth Management held 1,629 shares of Walt Disney worth $157K as of Q1 2026.
  • Tower View Wealth Management bought 10 Walt Disney shares in Q1 2026, an estimated $1.06K.
  • Walt Disney made up 0.08% of Tower View Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Tower View Wealth Management first reported a position in Walt Disney in Q4 2017 and has held it in 27 quarters since.
  • Tower View Wealth Management's Walt Disney position peaked at $3.84M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.