Belpointe Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
17,641
+333
| +2% | +$35.2K | 0.06% | 281 |
|
|
2025
Q4 | $1.97M | Sell |
17,308
-7,499
| -30% | -$826K | 0.07% | 226 |
|
|
2025
Q3 | $2.84M | Buy |
24,807
+1,051
| +4% | +$124K | 0.11% | 160 |
|
|
2025
Q2 | $2.95M | Buy |
23,756
+2,593
| +12% | +$269K | 0.12% | 148 |
|
|
2025
Q1 | $2.09M | Buy |
21,163
+568
| +3% | +$61K | 0.11% | 172 |
|
|
2024
Q4 | $1.86M | Buy |
20,595
+240
| +1% | +$25.2K | 0.11% | 183 |
|
|
2024
Q3 | $1.96M | Buy |
20,355
+1,697
| +9% | +$156K | 0.12% | 175 |
|
|
2024
Q2 | $1.85M | Buy |
18,658
+1,100
| +6% | +$118K | 0.13% | 154 |
|
|
2024
Q1 | $2.15M | Sell |
17,558
-431
| -2% | -$45K | 0.16% | 121 |
|
|
2023
Q4 | $1.62M | Sell |
17,989
-4,916
| -21% | -$433K | 0.14% | 143 |
|
|
2023
Q3 | $1.86M | Buy |
22,905
+5,540
| +32% | +$473K | 0.19% | 106 |
|
|
2023
Q2 | $1.55M | Sell |
17,365
-26,932
| -61% | -$2.55M | 0.16% | 126 |
|
|
2023
Q1 | $4.44M | Sell |
44,297
-4,919
| -10% | -$496K | 0.24% | 72 |
|
|
2022
Q4 | $4.28M | Buy |
49,216
+11,314
| +30% | +$1.08M | 0.26% | 69 |
|
|
2022
Q3 | $3.58M | Sell |
37,902
-414
| -1% | -$44.3K | 0.24% | 77 |
|
|
2022
Q2 | $3.62M | Sell |
38,316
-44,201
| -54% | -$4.91M | 0.24% | 83 |
|
|
2022
Q1 | $11.3M | Buy |
82,517
+18,487
| +29% | +$2.67M | 0.69% | 21 |
|
|
2021
Q4 | $9.92M | Buy |
64,030
+30,971
| +94% | +$5M | 0.62% | 21 |
|
|
2021
Q3 | $5.59M | Buy |
33,059
+1,257
| +4% | +$224K | 0.38% | 42 |
|
|
2021
Q2 | $5.59M | Buy |
31,802
+4,802
| +18% | +$864K | 0.4% | 41 |
|
|
2021
Q1 | $4.98M | Sell |
27,000
-291
| -1% | -$53.7K | 0.43% | 36 |
|
|
2020
Q4 | $4.95M | Buy |
27,291
+4,641
| +20% | +$666K | 0.44% | 40 |
|
|
2020
Q3 | $2.81M | Buy |
22,650
+988
| +5% | +$123K | 0.31% | 65 |
|
|
2020
Q2 | $2.23M | Buy |
21,662
+1,393
| +7% | +$154K | 0.29% | 72 |
|
|
2020
Q1 | $1.96M | Sell |
20,269
-259
| -1% | -$32.7K | 0.34% | 65 |
|
|
2019
Q4 | $2.97M | Buy |
20,528
+7,033
| +52% | +$982K | 0.38% | 62 |
|
|
2019
Q3 | $1.76M | Buy |
13,495
+2,091
| +18% | +$289K | 0.28% | 82 |
|
|
2019
Q2 | $1.59M | Sell |
11,404
-1,918
| -14% | -$254K | 0.31% | 72 |
|
|
2019
Q1 | $1.48M | Buy |
13,322
+4,009
| +43% | +$448K | 0.29% | 56 |
|
|
2018
Q4 | $1.02M | Buy |
9,313
+855
| +10% | +$97.2K | 0.26% | 77 |
|
|
2018
Q3 | $989K | Buy |
8,458
+3,572
| +73% | +$398K | 0.16% | 127 |
|
|
2018
Q2 | $512K | Buy |
4,886
+592
| +14% | +$60.5K | 0.14% | 160 |
|
|
2018
Q1 | $431K | Sell |
4,294
-3,526
| -45% | -$375K | 0.13% | 186 |
|
|
2017
Q4 | $841K | Buy |
7,820
+352
| +5% | +$36.3K | 0.18% | 115 |
|
|
2017
Q3 | $736K | Buy |
+7,468
| New | +$768K | 0.17% | 130 |
|
Other funds holding DIS
VCM
VPM
Belpointe Asset Management's DIS Position: Q1 2026 in Review
Belpointe Asset Management increased its Walt Disney (DIS) stake by 1.9% in Q1 2026, buying an estimated $35.2K and bringing the position to 17,641 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #281.
Belpointe Asset Management first reported a position in DIS in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.3M in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Belpointe Asset Management held 17,641 shares of Walt Disney worth $1.7M as of Q1 2026.
- Belpointe Asset Management bought 333 Walt Disney shares in Q1 2026, an estimated $35.2K.
- Walt Disney made up 0.06% of Belpointe Asset Management's portfolio in Q1 2026, its #281 holding.
- Belpointe Asset Management first reported a position in Walt Disney in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's Walt Disney position peaked at $11.3M in Q1 2022.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.