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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boit C.F. David's DIS Position: Q1 2026 in Review

Boit C.F. David held its Walt Disney (DIS) position steady in Q1 2026 at 400 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #109.

Boit C.F. David first reported a position in DIS in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q3 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Boit C.F. David held 400 shares of Walt Disney worth $38.6K as of Q1 2026.
Boit C.F. David left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.02% of Boit C.F. David's portfolio in Q1 2026, its #109 holding.
Boit C.F. David first reported a position in Walt Disney in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Walt Disney position peaked at $1.06M in Q3 2021.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.