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Abbot Financial Management’s Walt Disney DIS Stock Holding History

Abbot Financial 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 		– Sell
-6,312
Closed -$718K – 138
2025
Q4 		$718K Sell
6,312
-1,245
-16% -$137K 0.3% 88
2025
Q3 		$865K Sell
7,557
-123
-2% -$14.5K 0.37% 70
2025
Q2 		$952K Sell
7,680
-131
-2% -$13.6K 0.44% 65
2025
Q1 		$771K Sell
7,811
-662
-8% -$71.1K 0.4% 71
2024
Q4 		$943K Sell
8,473
-150
-2% -$15.8K 0.47% 56
2024
Q3 		$829K Sell
8,623
-1,197
-12% -$110K 0.42% 62
2024
Q2 		$975K Sell
9,820
-235
-2% -$25.3K 0.52% 50
2024
Q1 		$1.23M Sell
10,055
-539
-5% -$56.3K 0.68% 42
2023
Q4 		$957K Buy
10,594
+191
+2% +$16.8K 0.58% 51
2023
Q3 		$843K Sell
10,403
-564
-5% -$48.2K 0.57% 52
2023
Q2 		$979K Sell
10,967
-482
-4% -$45.7K 0.63% 48
2023
Q1 		$1.15M Sell
11,449
-1,626
-12% -$164K 0.77% 43
2022
Q4 		$1.14M Sell
13,075
-6,699
-34% -$641K 0.78% 44
2022
Q3 		$1.86M Hold
19,774
– – 1.33% 25
2022
Q2 		$1.87M Sell
19,774
-2,669
-12% -$296K 1.13% 30
2022
Q1 		$3.08M Sell
22,443
-159
-0.7% -$23K 1.5% 22
2021
Q4 		$3.5M Sell
22,602
-49
-0.2% -$7.91K 1.56% 19
2021
Q3 		$3.83M Hold
22,651
– – 1.74% 11
2021
Q2 		$3.98M Buy
22,651
+169
+0.8% +$30.4K 1.74% 11
2021
Q1 		$4.15M Buy
22,482
+9
+0% +$1.66K 1.88% 9
2020
Q4 		$4.07M Sell
22,473
-336
-1% -$48.2K 2.35% 7
2020
Q3 		$2.83M Sell
22,809
-258
-1% -$32.2K 1.84% 15
2020
Q2 		$2.57M Sell
23,067
-301
-1% -$33.2K 1.77% 16
2020
Q1 		$2.26M Buy
23,368
+1,261
+6% +$159K 1.84% 15
2019
Q4 		$3.2M Buy
22,107
+325
+1% +$45.4K 2.02% 10
2019
Q3 		$2.84M Sell
21,782
-99
-0.5% -$13.7K 2.03% 11
2019
Q2 		$3.06M Buy
21,881
+4,479
+26% +$594K 2.21% 9
2019
Q1 		$1.93M Buy
17,402
+160
+0.9% +$17.9K 1.5% 23
2018
Q4 		$1.89M Sell
17,242
-100
-0.6% -$11.4K 1.67% 21
2018
Q3 		$2.03M Buy
17,342
+152
+0.9% +$16.9K 1.51% 23
2018
Q2 		$1.8M Buy
17,190
+725
+4% +$74.1K 1.43% 28
2018
Q1 		$1.65M Buy
16,465
+177
+1% +$18.8K 1.33% 29
2017
Q4 		$1.75M Buy
16,288
+4,150
+34% +$428K 1.4% 28
2017
Q3 		$1.19M Buy
12,138
+676
+6% +$69.5K 0.99% 35
2017
Q2 		$1.22M Buy
+11,462
New +$1.26M 1.09% 35

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

Abbot Financial Management's DIS Position: Q1 2026 in Review

Abbot Financial Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 6,312 shares — an estimated $718K sold.

Abbot Financial Management first reported a position in DIS in Q2 2017 and held it in 35 quarters. The position peaked at $4.15M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Abbot Financial Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Abbot Financial Management sold 6,312 Walt Disney shares in Q1 2026, an estimated $718K.
  • Abbot Financial Management first reported a position in Walt Disney in Q2 2017 and held it in 35 quarters.
  • Abbot Financial Management's Walt Disney position peaked at $4.15M in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.