WWM
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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
Q3 		$982K Buy
9,360
+3,586
+62% +$367K 0.42% 67
2026
Q2 		$556K Buy
5,774
+2,765
+92% +$282K 0.25% 96
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's DIS Position: Q3 2026 in Review

Whalen Wealth Management increased its Walt Disney (DIS) stake by 62% in Q3 2026, buying an estimated $367K and bringing the position to 9,360 shares worth $982K. The position accounts for 0.42% of the portfolio, ranked #67.

Whalen Wealth Management first reported a position in DIS in Q4 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Whalen Wealth Management held 9,360 shares of Walt Disney worth $982K as of Q3 2026.
  • Whalen Wealth Management bought 3,586 Walt Disney shares in Q3 2026, an estimated $367K.
  • Walt Disney made up 0.42% of Whalen Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Whalen Wealth Management first reported a position in Walt Disney in Q4 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.