Bank Julius Baer & Co
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Bank Julius Baer & Co’s Walt Disney DIS Stock Holding History

Bank Julius Baer & Co’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 		$140M Sell
1,462,262
-5,361
-0.4% -$567K 0.42% 57
2025
Q4 		$167M Sell
1,467,623
-46,681
-3% -$5.14M 0.46% 52
2025
Q3 		$173M Buy
1,514,304
+27,605
+2% +$3.25M 0.49% 52
2025
Q2 		$184M Sell
1,486,699
-11,457
-0.8% -$1.19M 0.55% 53
2025
Q1 		$148M Buy
1,498,156
+209,470
+16% +$22.5M 0.48% 59
2024
Q4 		$154M Buy
1,288,686
+75,992
+6% +$7.98M 0.48% 52
2024
Q3 		$132M Sell
1,212,694
-64,779
-5% -$5.96M 0.44% 55
2024
Q2 		$137M Sell
1,277,473
-101,840
-7% -$11M 0.53% 46
2024
Q1 		$168M Sell
1,379,313
-18,945
-1% -$1.98M 0.65% 41
2023
Q4 		$126M Buy
1,398,258
+426,565
+44% +$37.6M 0.53% 54
2023
Q3 		$78.8M Buy
971,693
+509,645
+110% +$43.5M 0.46% 56
2023
Q2 		$41.3M Buy
462,048
+16,932
+4% +$1.6M 0.25% 86
2023
Q1 		$44.6M Buy
445,116
+85,931
+24% +$8.66M 0.28% 84
2022
Q4 		$31.2M Buy
359,185
+36,617
+11% +$3.5M 0.21% 97
2022
Q3 		$30.4M Buy
322,568
+227,134
+238% +$24.3M 0.23% 88
2022
Q2 		$9.01M Buy
95,434
+7,263
+8% +$806K 0.06% 143
2022
Q1 		$12.1M Sell
88,171
-14,478
-14% -$2.09M 0.07% 123
2021
Q4 		$15.9M Sell
102,649
-2,043
-2% -$330K 0.08% 128
2021
Q3 		$17.7M Buy
104,692
+311
+0.3% +$55.4K 0.11% 124
2021
Q2 		$18.3M Buy
104,381
+2,127
+2% +$383K 0.12% 130
2021
Q1 		$18.9M Sell
102,254
-12,361
-11% -$2.28M 0.14% 113
2020
Q4 		$20.8M Sell
114,615
-1,978
-2% -$284K 0.17% 99
2020
Q3 		$14.5M Sell
116,593
-37,927
-25% -$4.74M 0.14% 102
2020
Q2 		$17.2M Buy
154,520
+146,188
+1,755% +$16.1M 0.2% 92
2020
Q1 		$805K Buy
+8,332
New +$1.05M 0.02% 253

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

Bank Julius Baer & Co's DIS Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Walt Disney (DIS) stake by 0.37% in Q1 2026, selling an estimated $567K and leaving 1,462,262 shares worth $140M. The position accounts for 0.42% of the portfolio, ranked #57.

Bank Julius Baer & Co first reported a position in DIS in Q1 2020 and has held it in 25 quarters since. The position peaked at $184M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bank Julius Baer & Co held 1,462,262 shares of Walt Disney worth $140M as of Q1 2026.
  • Bank Julius Baer & Co sold 5,361 Walt Disney shares in Q1 2026, an estimated $567K.
  • Walt Disney made up 0.42% of Bank Julius Baer & Co's portfolio in Q1 2026, its #57 holding.
  • Bank Julius Baer & Co first reported a position in Walt Disney in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Walt Disney position peaked at $184M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.