WWM
DIS icon

Whalen Wealth Management’s Walt Disney DIS Stock Holding History

Whalen 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 		$290K Sell
3,009
-3,163
-51% -$334K 0.16% 155
2025
Q4 		$702K Buy
+6,172
New +$680K 0.38% 72

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

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

Whalen Wealth Management reduced its Walt Disney (DIS) stake by 51% in Q1 2026, selling an estimated $334K and leaving 3,009 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #155.

Whalen Wealth Management first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $702K in Q4 2025. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Whalen Wealth Management held 3,009 shares of Walt Disney worth $290K as of Q1 2026.
  • Whalen Wealth Management sold 3,163 Walt Disney shares in Q1 2026, an estimated $334K.
  • Walt Disney made up 0.16% of Whalen Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Whalen Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's Walt Disney position peaked at $702K in Q4 2025.
  • 2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.