TWM
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Tradition Wealth Management’s Walt Disney DIS Stock Holding History

Tradition 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 		$254K Buy
2,636
+105
+4% +$11.1K 0.02% 417
2025
Q4 		$288K Buy
2,531
+13
+0.5% +$1.43K 0.02% 391
2025
Q3 		$288K Sell
2,518
-15
-0.6% -$1.77K 0.02% 380
2025
Q2 		$314K Sell
2,533
-13
-0.5% -$1.35K 0.03% 342
2025
Q1 		$251K Buy
+2,546
New +$274K 0.02% 372
2024
Q2 		– Sell
-1,816
Closed -$222K – 410
2024
Q1 		$222K Sell
1,816
-30
-2% -$3.13K 0.02% 353
2023
Q4 		$167K Sell
1,846
-155
-8% -$13.7K 0.02% 348
2023
Q3 		$162K Sell
2,001
-474
-19% -$40.5K 0.02% 335
2023
Q2 		$221K Sell
2,475
-4
-0.2% -$379 0.03% 294
2023
Q1 		$248K Buy
2,479
+188
+8% +$19K 0.03% 269
2022
Q4 		$199K Sell
2,291
-726
-24% -$69.4K 0.03% 264
2022
Q3 		$285K Buy
3,017
+114
+4% +$12.2K 0.04% 215
2022
Q2 		$274K Sell
2,903
-1,125
-28% -$125K 0.04% 230
2022
Q1 		$552K Buy
4,028
+380
+10% +$54.9K 0.07% 179
2021
Q4 		$565K Sell
3,648
-19
-0.5% -$3.07K 0.07% 171
2021
Q3 		$620K Sell
3,667
-58
-2% -$10.3K 0.09% 154
2021
Q2 		$655K Buy
3,725
+126
+4% +$22.7K 0.1% 156
2021
Q1 		$664K Buy
3,599
+98
+3% +$18.1K 0.11% 140
2020
Q4 		$634K Buy
+3,501
New +$503K 0.12% 124

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

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

Tradition Wealth Management increased its Walt Disney (DIS) stake by 4.1% in Q1 2026, buying an estimated $11.1K and bringing the position to 2,636 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #417.

Tradition Wealth Management first reported a position in DIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $664K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tradition Wealth Management held 2,636 shares of Walt Disney worth $254K as of Q1 2026.
  • Tradition Wealth Management bought 105 Walt Disney shares in Q1 2026, an estimated $11.1K.
  • Walt Disney made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Tradition Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 19 quarters since.
  • Tradition Wealth Management's Walt Disney position peaked at $664K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.