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Aptus Capital Advisors’s Walt Disney DIS Stock Holding History

Aptus Capital 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 		$10.4M Sell
108,323
-7,869
-7% -$832K 0.08% 200
2025
Q4 		$13.2M Buy
116,192
+66,913
+136% +$7.37M 0.09% 180
2025
Q3 		$5.64M Sell
49,279
-6,988
-12% -$823K 0.04% 306
2025
Q2 		$6.98M Buy
56,267
+913
+2% +$94.9K 0.06% 246
2025
Q1 		$5.46M Buy
55,354
+6,969
+14% +$749K 0.06% 266
2024
Q4 		$5.4M Buy
48,385
+28,001
+137% +$2.94M 0.06% 256
2024
Q3 		$1.96M Sell
20,384
-46,852
-70% -$4.31M 0.03% 323
2024
Q2 		$6.68M Buy
67,236
+7,704
+13% +$829K 0.12% 150
2024
Q1 		$7.28M Buy
59,532
+6,459
+12% +$675K 0.14% 139
2023
Q4 		$4.79M Sell
53,073
-2,327
-4% -$205K 0.13% 139
2023
Q3 		$4.49M Sell
55,400
-1,873
-3% -$160K 0.12% 142
2023
Q2 		$5.11M Sell
57,273
-1,886
-3% -$179K 0.12% 138
2023
Q1 		$5.92M Buy
59,159
+2,991
+5% +$302K 0.16% 114
2022
Q4 		$4.88M Buy
56,168
+28,600
+104% +$2.74M 0.15% 112
2022
Q3 		$2.6M Buy
27,568
+22,080
+402% +$2.36M 0.06% 178
2022
Q2 		$518K Sell
5,488
-33,173
-86% -$3.68M 0.01% 278
2022
Q1 		$5.3M Buy
38,661
+4,900
+15% +$708K 0.13% 97
2021
Q4 		$5.23M Buy
33,761
+4,599
+16% +$743K 0.16% 87
2021
Q3 		$4.93M Buy
29,162
+12,818
+78% +$2.28M 0.13% 84
2021
Q2 		$2.87M Buy
16,344
+6,923
+73% +$1.25M 0.08% 119
2021
Q1 		$1.74M Buy
9,421
+4,984
+112% +$919K 0.06% 141
2020
Q4 		$803K Buy
4,437
+162
+4% +$23.3K 0.04% 197
2020
Q3 		$530K Sell
4,275
-593
-12% -$74.1K 0.03% 219
2020
Q2 		$542K Sell
4,868
-456
-9% -$50.3K 0.03% 188
2020
Q1 		$514K Sell
5,324
-21,205
-80% -$2.68M 0.04% 168
2019
Q4 		$3.84M Buy
26,529
+19,501
+277% +$2.72M 0.27% 62
2019
Q3 		$915K Buy
7,028
+416
+6% +$57.5K 0.05% 194
2019
Q2 		$923K Buy
6,612
+1,810
+38% +$240K 0.13% 128
2019
Q1 		$533K Buy
4,802
+2,602
+118% +$291K 0.09% 159
2018
Q4 		$241K Buy
+2,200
New +$250K 0.06% 138

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

Aptus Capital Advisors's DIS Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Walt Disney (DIS) stake by 6.8% in Q1 2026, selling an estimated $832K and leaving 108,323 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #200.

Aptus Capital Advisors first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.2M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Aptus Capital Advisors held 108,323 shares of Walt Disney worth $10.4M as of Q1 2026.
  • Aptus Capital Advisors sold 7,869 Walt Disney shares in Q1 2026, an estimated $832K.
  • Walt Disney made up 0.08% of Aptus Capital Advisors's portfolio in Q1 2026, its #200 holding.
  • Aptus Capital Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Aptus Capital Advisors's Walt Disney position peaked at $13.2M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.