Bank of Montreal
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Bank of Montreal’s Walt Disney DIS Stock Holding History

Bank of Montreal’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 		$1.58M Buy
+16,400
New +$1.73M ﹤0.01% 1787
2025
Q2 		– Sell
-70,000
Closed -$6.91M – 3563
2025
Q1 		$6.91M Buy
70,000
+69,900
+69,900% +$7.51M ﹤0.01% 1064
2024
Q4 		$11.1K Hold
100
– – ﹤0.01% 3327
2024
Q3 		$9.6K Hold
100
– – ﹤0.01% 3663
2024
Q2 		$50K Sell
100
-400
-80% -$43.1K ﹤0.01% 3422
2024
Q1 		$250K Sell
500
-40,700
-99% -$4.25M ﹤0.01% 2900
2023
Q4 		$20.6M Buy
41,200
+16,200
+65% +$1.43M 0.01% 766
2023
Q3 		$12.5M Buy
+25,000
New +$2.14M ﹤0.01% 891
2023
Q2 		– Sell
-90,000
Closed -$45M – 4031
2023
Q1 		$45M Sell
90,000
-111,000
-55% -$11.2M 0.02% 413
2022
Q4 		$101M Buy
201,000
+72,800
+57% +$6.96M 0.04% 247
2022
Q3 		$23.7K Sell
128,200
-114,000
-47% -$12.2M 0.01% 617
2022
Q2 		$44.8K Buy
242,200
+181,100
+296% +$20.1M 0.02% 458
2022
Q1 		$11.3M Buy
+61,100
New +$8.83M 0.01% 1085
2021
Q1 		– Sell
-15,000
Closed -$2.69M – 5126
2020
Q4 		$2.69M Buy
+15,000
New +$2.15M ﹤0.01% 1698
2020
Q3 		– Sell
-79,100
Closed -$9.24M – 4795
2020
Q2 		$9.24M Buy
79,100
+1,100
+1% +$121K 0.01% 858
2020
Q1 		$7.56M Buy
78,000
+42,200
+118% +$5.34M 0.01% 810
2019
Q4 		$5.18M Buy
+35,800
New +$5M ﹤0.01% 1332
2019
Q3 		– Sell
-6,500
Closed -$908K – 4765
2019
Q2 		$908K Sell
6,500
-23,500
-78% -$3.12M ﹤0.01% 2117
2019
Q1 		$3.33M Buy
+30,000
New +$3.35M ﹤0.01% 1387
2018
Q1 		– Sell
-20,100
Closed -$2.16M – 4187
2017
Q4 		$2.16M Buy
+20,100
New +$2.07M ﹤0.01% 1544

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Montreal's DIS Position: Q1 2026 in Review

Bank of Montreal reduced its Walt Disney (DIS) stake by 13% in Q1 2026, selling an estimated $34.8M and leaving 2,245,795 shares worth $216M. The position accounts for 0.08% of the portfolio, ranked #198.

Bank of Montreal first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.14B in Q4 2023. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bank of Montreal held 2,245,795 shares of Walt Disney worth $216M as of Q1 2026.
  • Bank of Montreal sold 329,304 Walt Disney shares in Q1 2026, an estimated $34.8M.
  • Walt Disney made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #198 holding.
  • Bank of Montreal first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Walt Disney position peaked at $2.14B in Q4 2023.
  • 2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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