Western Pacific Wealth Management’s Walt Disney DIS Stock Holding History

Western Pacific 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	$49.3K	Hold	512	–	–	0.04%	126
2026 Q1	$49.3K	Buy	512 +3	+0.6%	+$317	0.05%	115
2025 Q4	$57.9K	Hold	509	–	–	0.06%	108
2025 Q3	$58.2K	Buy	509 +2	+0.4%	+$236	0.06%	126
2025 Q2	$62.8K	Hold	507	–	–	0.06%	123
2025 Q1	$50K	Buy	507 +3	+0.6%	+$322	0.05%	130
2024 Q4	$56.1K	Sell	504 -50	-9%	-$5.25K	0.05%	138
2024 Q3	$53.3K	Buy	554 +2	+0.4%	+$184	0.04%	163
2024 Q2	$54.8K	Sell	552 -1,165	-68%	-$125K	0.04%	136
2024 Q1	$210K	Buy	1,717 +2	+0.1%	+$209	0.15%	50
2023 Q4	$155K	Hold	1,715	–	–	0.11%	58
2023 Q3	$139K	Hold	1,715	–	–	0.11%	61
2023 Q2	$153K	Hold	1,715	–	–	0.12%	50
2023 Q1	$172K	Hold	1,715	–	–	0.13%	45
2022 Q4	$149K	Buy	1,715 +350	+26%	+$33.5K	0.12%	49
2022 Q3	$128K	Buy	1,365 +200	+17%	+$21.4K	0.13%	41
2022 Q2	$109K	Hold	1,165	–	–	0.11%	44
2022 Q1	$159K	Hold	1,165	–	–	0.12%	41
2021 Q4	$180K	Buy	+1,165	New	+$188K	0.12%	43

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Western Pacific Wealth Management's DIS Position: Q2 2026 in Review

Western Pacific Wealth Management held its Walt Disney (DIS) position steady in Q2 2026 at 512 shares worth $49.3K. The position accounts for 0.04% of the portfolio, ranked #126.

Western Pacific Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $210K in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Western Pacific Wealth Management held 512 shares of Walt Disney worth $49.3K as of Q2 2026.
Western Pacific Wealth Management left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.04% of Western Pacific Wealth Management's portfolio in Q2 2026, its #126 holding.
Western Pacific Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's Walt Disney position peaked at $210K in Q1 2024.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.