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
2024 Q2	–	Sell	-775,000	Closed	-$94.8M	–	1184
2024 Q1	$94.8M	Buy	+775,000	New	+$81M	1.76%	12
2021 Q1	–	Sell	-130,000	Closed	-$23.6M	–	523
2020 Q4	$23.6M	Buy	+130,000	New	+$18.7M	1.08%	19
2019 Q3	–	Sell	-750	Closed	-$613K	–	478
2019 Q2	$613K	Buy	750 +101	+16%	+$13.4K	0.09%	186
2019 Q1	$449K	Buy	649 +142	+28%	+$15.9K	0.08%	211
2018 Q4	$283K	Buy	+507	New	+$57.6K	0.07%	97

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.