US President Donald Trump’s inventory holdings after Q1 2026 have been not too long ago revealed, exhibiting quite a few fascinating investments. Whereas his portfolio was closely targeted on the tech trade, Trump’s portfolio additionally made main investments in leisure corporations Disney (DIS) and Netflix (NFLX). Each shares are down YTD; nevertheless, a stamp of approval by Trump may very well be what they should rally.
Trump’s account is managed by his firm, the Trump Group, which stated trades are overseen by third-party monetary establishments with none enter from Trump or his household. “Neither President Trump, his household, nor The Trump Group performs any function in choosing, directing, or approving particular investments,” the Trump Group has stated in an announcement. “They obtain no advance discover of buying and selling exercise and supply no enter relating to funding choices or portfolio administration of any type.”
The fascinating be aware about these two transactions is that Trump has publicly criticized the 2 entities up to now. Trump’s criticisms of Disney stretch again years, from lambasting the corporate’s DEI initiatives to calling once more final month for Jimmy Kimmel to “be instantly fired by Disney and ABC.” Trump’s Federal Communications Fee (FCC) has launched an uncommon early evaluate of licenses for Disney-owned tv stations. Nonetheless, Trump’s brokerage account made 13 distinct trades of Disney inventory throughout this era, together with purchases of $100,000 to $250,000 in every of the three months of the quarter.
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Along with DIS, Donald Trump made 17 trades price at the least $1.9 million of Netflix (NFLX) inventory in Q1 2026. On the time, Trump was publicly bashing the streaming large, demanding that the corporate hearth board member Susan Rice, a former Biden administration official, or “pay the implications. Trump’s account bought at the least $250,000 in Netflix inventory simply days earlier than that put up. Whereas the inventory hasn’t essentially picked up since dropping out on Warner Bros Digital, Netflix has a median purchase score on Wall Avenue, and a median forecast of $115, a roughly 30% upsude from present costs.
Moreover, Trump additionally had important publicity to the banking sector — JPMorgan (JPM) particularly — at the same time as he was suing the financial institution for $5 billion over the problem of “debanking.” JPM is down 7% YTD, however has already rallied 2% on Wednesday, simply days after Trump’s holdings have been revealed.
