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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Williams Jones Wealth Management's DIS Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Walt Disney (DIS) stake by 8.8% in Q1 2026, selling an estimated $497K and leaving 48,529 shares worth $4.68M. The position accounts for 0.06% of the portfolio, ranked #137.

Williams Jones Wealth Management first reported a position in DIS in Q3 2019 and has held it in 27 quarters since. The position peaked at $65.6M in Q4 2019. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Williams Jones Wealth Management held 48,529 shares of Walt Disney worth $4.68M as of Q1 2026.
  • Williams Jones Wealth Management sold 4,707 Walt Disney shares in Q1 2026, an estimated $497K.
  • Walt Disney made up 0.06% of Williams Jones Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Williams Jones Wealth Management first reported a position in Walt Disney in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Walt Disney position peaked at $65.6M in Q4 2019.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.