Boit C.F. David’s Walt Disney DIS Stock Holding History

Boit C.F. David’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 Q2	–	Sell	-400	Closed	-$38.6K	–	95
2026 Q1	$38.6K	Hold	400	–	–	0.02%	109
2025 Q4	$46.4K	Hold	400	–	–	0.02%	109
2025 Q3	$45.8K	Hold	400	–	–	0.02%	108
2025 Q2	$49.6K	Hold	400	–	–	0.02%	108
2025 Q1	$39.5K	Sell	400 -5,000	-93%	-$537K	0.02%	111
2024 Q4	$601K	Hold	5,400	–	–	0.24%	56
2024 Q3	$508K	Hold	5,400	–	–	0.25%	60
2024 Q2	$536K	Hold	5,400	–	–	0.28%	58
2024 Q1	$597K	Hold	5,400	–	–	0.33%	50
2023 Q4	$495K	Hold	5,400	–	–	0.28%	57
2023 Q3	$44K	Hold	5,400	–	–	0.03%	90
2023 Q2	$85.5K	Hold	5,400	–	–	0.06%	85
2023 Q1	$533K	Hold	5,400	–	–	0.36%	45
2022 Q4	$469K	Hold	5,400	–	–	0.33%	50
2022 Q3	$509K	Buy	+5,400	New	+$578K	0.41%	44
2022 Q1	$929K	Sell	5,400 -600	-10%	-$86.7K	0.61%	36
2021 Q4	$929K	Hold	6,000	–	–	0.59%	36
2021 Q3	$1.06M	Buy	6,000 +600	+11%	+$107K	0.73%	34
2021 Q2	$949K	Buy	+5,400	New	+$971K	0.72%	36

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boit C.F. David's DIS Position: Q2 2026 in Review

Boit C.F. David sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 400 shares — an estimated $38.6K sold.

Boit C.F. David first reported a position in DIS in Q2 2021 and held it in 19 quarters. The position peaked at $1.06M in Q3 2021. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Boit C.F. David reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Boit C.F. David sold 400 Walt Disney shares in Q2 2026, an estimated $38.6K.
Boit C.F. David first reported a position in Walt Disney in Q2 2021 and held it in 19 quarters.
Boit C.F. David's Walt Disney position peaked at $1.06M in Q3 2021.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.