WJWM
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Williams Jones Wealth Management’s Walt Disney DIS Stock Holding History

Williams Jones 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
Q2 		$4.19M Sell
43,551
-4,978
-10% -$507K 0.05% 148
2026
Q1 		$4.68M Sell
48,529
-4,707
-9% -$497K 0.06% 137
2025
Q4 		$6.06M Sell
53,236
-4,644
-8% -$511K 0.07% 122
2025
Q3 		$6.63M Sell
57,880
-1,095
-2% -$129K 0.08% 121
2025
Q2 		$7.31M Sell
58,975
-47,963
-45% -$4.98M 0.09% 115
2025
Q1 		$10.6M Sell
106,938
-19,097
-15% -$2.05M 0.13% 96
2024
Q4 		$14M Sell
126,035
-18,850
-13% -$1.98M 0.17% 86
2024
Q3 		$13.9M Buy
144,885
+7,138
+5% +$657K 0.16% 90
2024
Q2 		$13.7M Buy
137,747
+12,373
+10% +$1.33M 0.17% 89
2024
Q1 		$15.3M Sell
125,374
-67,933
-35% -$7.1M 0.2% 82
2023
Q4 		$17.5M Sell
193,307
-46,723
-19% -$4.12M 0.24% 76
2023
Q3 		$19.5M Sell
240,030
-17,950
-7% -$1.53M 0.3% 65
2023
Q2 		$23M Sell
257,980
-8,761
-3% -$830K 0.34% 62
2023
Q1 		$26.7M Sell
266,741
-4,933
-2% -$497K 0.42% 50
2022
Q4 		$23.6M Sell
271,674
-37,166
-12% -$3.55M 0.4% 55
2022
Q3 		$29.1M Sell
308,840
-185
-0.1% -$19.8K 0.51% 42
2022
Q2 		$29.2M Sell
309,025
-4,594
-1% -$510K 0.47% 48
2022
Q1 		$43M Sell
313,619
-7,924
-2% -$1.15M 0.6% 39
2021
Q4 		$49.8M Buy
321,543
+31,497
+11% +$5.09M 0.62% 42
2021
Q3 		$49.1M Buy
290,046
+820
+0.3% +$146K 0.69% 40
2021
Q2 		$50.8M Sell
289,226
-2,006
-0.7% -$361K 0.71% 39
2021
Q1 		$53.7M Buy
291,232
+1,772
+0.6% +$327K 0.84% 37
2020
Q4 		$52.4M Sell
289,460
-6,230
-2% -$894K 0.86% 34
2020
Q3 		$36.7M Sell
295,690
-6,262
-2% -$783K 0.68% 40
2020
Q2 		$33.7M Sell
301,952
-157,858
-34% -$17.4M 0.69% 40
2020
Q1 		$44.4M Buy
459,810
+6,111
+1% +$773K 1.16% 31
2019
Q4 		$65.6M Buy
453,699
+4,505
+1% +$629K 1.26% 28
2019
Q3 		$58.5M Buy
+449,194
New +$62.1M 1.2% 28

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

Williams Jones Wealth Management's DIS Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Walt Disney (DIS) stake by 10% in Q2 2026, selling an estimated $507K and leaving 43,551 shares worth $4.19M. The position accounts for 0.05% of the portfolio, ranked #148.

Williams Jones Wealth Management first reported a position in DIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $65.6M in Q4 2019. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Williams Jones Wealth Management held 43,551 shares of Walt Disney worth $4.19M as of Q2 2026.
  • Williams Jones Wealth Management sold 4,978 Walt Disney shares in Q2 2026, an estimated $507K.
  • Walt Disney made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Williams Jones Wealth Management first reported a position in Walt Disney in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Walt Disney position peaked at $65.6M in Q4 2019.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.