Western Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.91M | Buy |
30,225
+583
| +2% | +$59.4K | 0.1% | 220 |
|
|
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
-15,462
| -52% | -$1.66M | 0.09% | 203 |
|
|
2024
Q4 | $3.3M | Sell |
29,667
-1,469
| -5% | -$154K | 0.18% | 114 |
|
|
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
Western Wealth Management's DIS Position: Q2 2026 in Review
Western Wealth Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $59.4K and bringing the position to 30,225 shares worth $2.91M. The position accounts for 0.1% of the portfolio, ranked #220.
Western Wealth Management first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.33M in Q1 2022. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Western Wealth Management held 30,225 shares of Walt Disney worth $2.91M as of Q2 2026.
- Western Wealth Management bought 583 Walt Disney shares in Q2 2026, an estimated $59.4K.
- Walt Disney made up 0.1% of Western Wealth Management's portfolio in Q2 2026, its #220 holding.
- Western Wealth Management first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
- Western Wealth Management's Walt Disney position peaked at $6.33M in Q1 2022.
- 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.