US President Donald Trump’s stock holdings after Q1 2026 were recently revealed, showing numerous interesting investments. While his portfolio was heavily focused on the tech industry, Trump’s portfolio also made major investments in entertainment companies Disney (DIS) and Netflix (NFLX). Both stocks are down YTD; however, a stamp of approval by Trump could be what they need to rally.
Trump’s account is managed by his company, the Trump Organization, which said trades are overseen by third-party financial institutions without any input from Trump or his family. “Neither President Trump, his family, nor The Trump Organization plays any role in selecting, directing, or approving specific investments,” the Trump Organization has said in a statement. “They receive no advance notice of trading activity and provide no input regarding investment decisions or portfolio management of any kind.”
The interesting note about these two transactions is that Trump has publicly criticized the two entities in the past. Trump’s criticisms of Disney stretch back years, from lambasting the company’s DEI initiatives to calling again last month for Jimmy Kimmel to “be immediately fired by Disney and ABC.” Trump’s Federal Communications Commission (FCC) has launched an unusual early review of licenses for Disney-owned television stations. However, Trump’s brokerage account made 13 distinct trades of Disney stock during this period, including purchases of $100,000 to $250,000 in each of the three months of the quarter.
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In addition to DIS, Donald Trump made 17 trades worth at least $1.9 million of Netflix (NFLX) stock in Q1 2026. At the time, Trump was publicly bashing the streaming giant, demanding that the company fire board member Susan Rice, a former Biden administration official, or “pay the consequences. Trump’s account purchased at least $250,000 in Netflix stock just days before that post. While the stock hasn’t necessarily picked up since losing out on Warner Bros Digital, Netflix has an average buy rating on Wall Street, and an average forecast of $115, a roughly 30% upsude from current prices.
Furthermore, Trump also had significant exposure to the banking sector — JPMorgan (JPM) in particular — even as he was suing the bank for $5 billion over the issue of “debanking.” JPM is down 7% YTD, but has already rallied 2% on Wednesday, just days after Trump’s holdings were revealed.
