Athena Investment Management’s Walt Disney DIS Stock Holding History

Athena Investment 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	$565K	Buy	5,866 +155	+3%	+$16.4K	0.29%	83
2025 Q4	$650K	Hold	5,711	–	–	0.33%	73
2025 Q3	$654K	Sell	5,711 -36	-0.6%	-$4.24K	0.34%	73
2025 Q2	$713K	Sell	5,747 -44	-0.8%	-$4.57K	0.4%	64
2025 Q1	$572K	Sell	5,791 -40	-0.7%	-$4.3K	0.35%	66
2024 Q4	$649K	Hold	5,831	–	–	0.38%	65
2024 Q3	$561K	Buy	5,831 +92	+2%	+$8.46K	0.32%	71
2024 Q2	$570K	Hold	5,739	–	–	0.35%	71
2024 Q1	$702K	Hold	5,739	–	–	0.42%	60
2023 Q4	$518K	Hold	5,739	–	–	0.34%	72
2023 Q3	$465K	Hold	5,739	–	–	0.33%	69
2023 Q2	$512K	Hold	5,739	–	–	0.35%	67
2023 Q1	$575K	Buy	5,739 +275	+5%	+$27.7K	0.41%	55
2022 Q4	$475K	Sell	5,464 -188	-3%	-$18K	0.35%	66
2022 Q3	$533K	Buy	5,652 +205	+4%	+$21.9K	0.45%	55
2022 Q2	$514K	Buy	5,447 +1,856	+52%	+$206K	0.41%	55
2022 Q1	$490K	Buy	+3,591	New	+$519K	0.38%	60

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

Athena Investment Management's DIS Position: Q1 2026 in Review

Athena Investment Management increased its Walt Disney (DIS) stake by 2.7% in Q1 2026, buying an estimated $16.4K and bringing the position to 5,866 shares worth $565K. The position accounts for 0.29% of the portfolio, ranked #83.

Athena Investment Management first reported a position in DIS in Q1 2022 and has held it in 17 quarters since. The position peaked at $713K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Athena Investment Management held 5,866 shares of Walt Disney worth $565K as of Q1 2026.
Athena Investment Management bought 155 Walt Disney shares in Q1 2026, an estimated $16.4K.
Walt Disney made up 0.29% of Athena Investment Management's portfolio in Q1 2026, its #83 holding.
Athena Investment Management first reported a position in Walt Disney in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Walt Disney position peaked at $713K in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.