BW
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Basepoint Wealth’s Walt Disney DIS Stock Holding History

Basepoint Wealth’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 		$34.3K Buy
356
+42
+13% +$4.44K 0.02% 262
2025
Q4 		$35.8K Buy
+314
New +$34.6K 0.02% 243
2022
Q2 		– Sell
-1,931
Closed -$265K – 85
2022
Q1 		$265K Sell
1,931
-218
-10% -$31.5K 0.24% 70
2021
Q4 		$333K Buy
+2,149
New +$347K 0.33% 54

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

Basepoint Wealth's DIS Position: Q1 2026 in Review

Basepoint Wealth increased its Walt Disney (DIS) stake by 13% in Q1 2026, buying an estimated $4.44K and bringing the position to 356 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #262.

Basepoint Wealth first reported a position in DIS in Q4 2021 and has held it in 4 quarters since. The position peaked at $333K in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Basepoint Wealth held 356 shares of Walt Disney worth $34.3K as of Q1 2026.
  • Basepoint Wealth bought 42 Walt Disney shares in Q1 2026, an estimated $4.44K.
  • Walt Disney made up 0.02% of Basepoint Wealth's portfolio in Q1 2026, its #262 holding.
  • Basepoint Wealth first reported a position in Walt Disney in Q4 2021 and has held it in 4 quarters since.
  • Basepoint Wealth's Walt Disney position peaked at $333K in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.