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AIMZ Investment Advisors’s Walt Disney DIS Stock Holding History

AIMZ Investment Advisors’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
-1,822
Closed -$207K – 140
2025
Q4 		$207K Hold
1,822
– – 0.06% 137
2025
Q3 		$209K Hold
1,822
– – 0.07% 126
2025
Q2 		$226K Buy
+1,822
New +$189K 0.08% 118
2025
Q1 		– Sell
-1,822
Closed -$203K – 127
2024
Q4 		$203K Buy
+1,822
New +$191K 0.07% 123
2024
Q2 		– Sell
-1,917
Closed -$235K – 120
2024
Q1 		$235K Buy
+1,917
New +$200K 0.09% 111
2022
Q2 		– Sell
-1,608
Closed -$221K – 111
2022
Q1 		$221K Hold
1,608
– – 0.09% 112
2021
Q4 		$249K Hold
1,608
– – 0.1% 106
2021
Q3 		$272K Hold
1,608
– – 0.12% 101
2021
Q2 		$283K Sell
1,608
-55
-3% -$9.89K 0.13% 100
2021
Q1 		$307K Sell
1,663
-159
-9% -$29.3K 0.15% 95
2020
Q4 		$330K Buy
1,822
+125
+7% +$17.9K 0.17% 85
2020
Q3 		$211K Buy
+1,697
New +$212K 0.13% 94
2020
Q1 		– Sell
-1,727
Closed -$250K – 93
2019
Q4 		$250K Hold
1,727
– – 0.16% 87
2019
Q3 		$225K Hold
1,727
– – 0.15% 89
2019
Q2 		$241K Buy
+1,727
New +$229K 0.17% 87
2018
Q4 		– Sell
-2,017
Closed -$236K – 99
2018
Q3 		$236K Buy
2,017
+16
+0.8% +$1.78K 0.15% 93
2018
Q2 		$210K Hold
2,001
– – 0.15% 96
2018
Q1 		$201K Hold
2,001
– – 0.15% 96
2017
Q4 		$215K Buy
+2,001
New +$206K 0.16% 93
2017
Q3 		– Sell
-2,001
Closed -$213K – 97
2017
Q2 		$213K Buy
2,001
+150
+8% +$16.4K 0.18% 95
2017
Q1 		$210K Buy
+1,851
New +$204K 0.18% 98

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

AIMZ Investment Advisors's DIS Position: Q1 2026 in Review

AIMZ Investment Advisors sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,822 shares — an estimated $207K sold.

AIMZ Investment Advisors first reported a position in DIS in Q1 2017 and held it in 21 quarters. The position peaked at $330K in Q4 2020. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • AIMZ Investment Advisors reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • AIMZ Investment Advisors sold 1,822 Walt Disney shares in Q1 2026, an estimated $207K.
  • AIMZ Investment Advisors first reported a position in Walt Disney in Q1 2017 and held it in 21 quarters.
  • AIMZ Investment Advisors's Walt Disney position peaked at $330K in Q4 2020.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.