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Aufman Associates’s Walt Disney DIS Stock Holding History

Aufman Associates’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 		$385K Hold
3,990
– – 0.19% 38
2025
Q4 		$454K Sell
3,990
-25
-0.6% -$2.75K 0.23% 35
2025
Q3 		$460K Sell
4,015
-20
-0.5% -$2.36K 0.26% 35
2025
Q2 		$500K Buy
4,035
+477
+13% +$49.6K 0.31% 30
2025
Q1 		$351K Buy
3,558
+1
+0% +$107 0.24% 35
2024
Q4 		$396K Hold
3,557
– – 0.27% 34
2024
Q3 		$342K Hold
3,557
– – 0.22% 39
2024
Q2 		$353K Sell
3,557
-21
-0.6% -$2.26K 0.25% 28
2024
Q1 		$438K Hold
3,578
– – 0.31% 26
2023
Q4 		$323K Buy
3,578
+10
+0.3% +$882 0.24% 30
2023
Q3 		$289K Hold
3,568
– – 0.24% 30
2023
Q2 		$319K Sell
3,568
-541
-13% -$51.3K 0.26% 30
2023
Q1 		$411K Buy
4,109
+23
+0.6% +$2.32K 0.35% 26
2022
Q4 		$355K Hold
4,086
– – 0.33% 26
2022
Q3 		$385K Hold
4,086
– – 0.41% 23
2022
Q2 		$386K Sell
4,086
-203
-5% -$22.5K 0.37% 23
2022
Q1 		$588K Buy
4,289
+15
+0.4% +$2.17K 0.46% 20
2021
Q4 		$662K Sell
4,274
-8
-0.2% -$1.29K 0.49% 18
2021
Q3 		$724K Sell
4,282
-151
-3% -$26.9K 0.6% 16
2021
Q2 		$779K Sell
4,433
-367
-8% -$66K 0.6% 18
2021
Q1 		$886K Buy
4,800
+6
+0.1% +$1.11K 0.74% 15
2020
Q4 		$868K Sell
4,794
-154
-3% -$22.1K 0.78% 15
2020
Q3 		$614K Sell
4,948
-575
-10% -$71.9K 0.66% 16
2020
Q2 		$616K Buy
5,523
+100
+2% +$11K 0.7% 16
2020
Q1 		$524K Sell
5,423
-21
-0.4% -$2.65K 0.72% 16
2019
Q4 		$787K Buy
+5,444
New +$760K 0.81% 13

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

Aufman Associates's DIS Position: Q1 2026 in Review

Aufman Associates held its Walt Disney (DIS) position steady in Q1 2026 at 3,990 shares worth $385K. The position accounts for 0.19% of the portfolio, ranked #38.

Aufman Associates first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $886K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Aufman Associates held 3,990 shares of Walt Disney worth $385K as of Q1 2026.
  • Aufman Associates left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.19% of Aufman Associates's portfolio in Q1 2026, its #38 holding.
  • Aufman Associates first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's Walt Disney position peaked at $886K in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.