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Bank of Marin’s Walt Disney DIS Stock Holding History

Bank of Marin’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 		$252K Buy
2,610
+565
+28% +$59.7K 0.18% 126
2025
Q4 		$233K Hold
2,045
– – 0.16% 126
2025
Q3 		$234K Sell
2,045
-117
-5% -$13.8K 0.17% 127
2025
Q2 		$268K Hold
2,162
– – 0.2% 116
2025
Q1 		$213K Hold
2,162
– – 0.27% 88
2024
Q4 		$241K Hold
2,162
– – 0.19% 120
2024
Q3 		$208K Buy
+2,162
New +$199K 0.17% 125
2023
Q3 		– Sell
-2,277
Closed -$203K – 117
2023
Q2 		$203K Sell
2,277
-1,251
-35% -$119K 0.19% 116
2023
Q1 		$353K Sell
3,528
-190
-5% -$19.2K 0.34% 87
2022
Q4 		$323K Sell
3,718
-2,530
-40% -$242K 0.3% 94
2022
Q3 		$589K Sell
6,248
-574
-8% -$61.4K 0.58% 64
2022
Q2 		$644K Sell
6,822
-1,135
-14% -$126K 0.57% 66
2022
Q1 		$1.09M Sell
7,957
-735
-8% -$106K 0.79% 39
2021
Q4 		$1.35M Buy
8,692
+404
+5% +$65.2K 0.9% 36
2021
Q3 		$1.4M Buy
8,288
+1,972
+31% +$351K 1.03% 27
2021
Q2 		$1.11M Buy
6,316
+383
+6% +$68.9K 0.81% 42
2021
Q1 		$1.09M Buy
5,933
+2,451
+70% +$452K 0.87% 39
2020
Q4 		$631K Buy
3,482
+64
+2% +$9.19K 0.53% 69
2020
Q3 		$424K Hold
3,418
– – 0.44% 79
2020
Q2 		$381K Buy
3,418
+168
+5% +$18.5K 0.43% 80
2020
Q1 		$314K Buy
3,250
+219
+7% +$27.7K 0.43% 82
2019
Q4 		$438K Buy
+3,031
New +$423K 0.44% 76

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 of Marin's DIS Position: Q1 2026 in Review

Bank of Marin increased its Walt Disney (DIS) stake by 28% in Q1 2026, buying an estimated $59.7K and bringing the position to 2,610 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #126.

Bank of Marin first reported a position in DIS in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.4M in Q3 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bank of Marin held 2,610 shares of Walt Disney worth $252K as of Q1 2026.
  • Bank of Marin bought 565 Walt Disney shares in Q1 2026, an estimated $59.7K.
  • Walt Disney made up 0.18% of Bank of Marin's portfolio in Q1 2026, its #126 holding.
  • Bank of Marin first reported a position in Walt Disney in Q4 2019 and has held it in 22 quarters since.
  • Bank of Marin's Walt Disney position peaked at $1.4M in Q3 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bank of Marin's 13F filing for Q1 2026, filed 14 May 2026.