WWM
DIS icon

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
2020
Q3 		– Sell
-100
Closed -$1K – 455
2020
Q2 		$1K Buy
+100
New +$11K ﹤0.01% 427

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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.