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

Western 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 		$2.86M Buy
29,642
+14,609
+97% +$1.54M 0.11% 207
2025
Q4 		$1.71M Buy
15,033
+59
+0.4% +$6.5K 0.08% 242
2025
Q3 		$1.71M Sell
14,974
-212
-1% -$25K 0.09% 211
2025
Q2 		$1.88M Buy
15,186
+981
+7% +$102K 0.11% 174
2025
Q1 		$1.4M Sell
14,205
-2,679
-16% -$288K 0.09% 203
2024
Q4 		$1.88M Sell
16,884
-14,252
-46% -$1.5M 0.12% 154
2024
Q3 		$2.99M Buy
31,136
+15,203
+95% +$1.4M 0.17% 115
2024
Q2 		$1.58M Buy
15,933
+1,089
+7% +$117K 0.12% 156
2024
Q1 		$1.82M Sell
14,844
-12,454
-46% -$1.3M 0.14% 145
2023
Q4 		$2.46M Sell
27,298
-131
-0.5% -$11.5K 0.18% 124
2023
Q3 		$2.22M Sell
27,429
-756
-3% -$64.6K 0.19% 114
2023
Q2 		$2.52M Sell
28,185
-9
-0% -$853 0.21% 102
2023
Q1 		$2.82M Buy
28,194
+922
+3% +$93K 0.26% 87
2022
Q4 		$2.37M Sell
27,272
-20,600
-43% -$1.97M 0.24% 108
2022
Q3 		$4.61M Buy
47,872
+1,489
+3% +$159K 0.26% 84
2022
Q2 		$4.39M Buy
46,383
+262
+0.6% +$29.1K 0.25% 87
2022
Q1 		$6.33M Buy
46,121
+26,393
+134% +$3.82M 0.31% 71
2021
Q4 		$3.06M Buy
+19,728
New +$3.19M 0.3% 72
2021
Q2 		$4.01M Buy
22,837
+5,365
+31% +$965K 0.41% 45
2021
Q1 		$3.22M Buy
17,472
+1,726
+11% +$318K 0.43% 45
2020
Q4 		$2.85M Sell
15,746
-1,341
-8% -$192K 0.42% 50
2020
Q3 		$2.12M Buy
17,087
+603
+4% +$75.4K 0.35% 61
2020
Q2 		$1.84M Buy
16,484
+347
+2% +$38.3K 0.33% 67
2020
Q1 		$1.49M Buy
16,137
+5,976
+59% +$756K 0.34% 71
2019
Q4 		$1.47M Sell
10,161
-30
-0.3% -$4.19K 0.22% 106
2019
Q3 		$1.33M Buy
10,191
+381
+4% +$52.7K 0.28% 89
2019
Q2 		$1.37M Buy
9,810
+281
+3% +$37.3K 0.18% 110
2019
Q1 		$1.06M Sell
9,529
-1,078
-10% -$120K 0.24% 104
2018
Q4 		$1.16M Buy
+10,607
New +$1.21M 0.31% 77

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

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

Western Wealth Management increased its Walt Disney (DIS) stake by 97% in Q1 2026, buying an estimated $1.54M and bringing the position to 29,642 shares worth $2.86M. The position accounts for 0.11% of the portfolio, ranked #207.

Western Wealth Management first reported a position in DIS in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.33M in Q1 2022. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Western Wealth Management held 29,642 shares of Walt Disney worth $2.86M as of Q1 2026.
  • Western Wealth Management bought 14,609 Walt Disney shares in Q1 2026, an estimated $1.54M.
  • Walt Disney made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Western Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Walt Disney position peaked at $6.33M in Q1 2022.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.