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 Q3	$42K	Buy	+400	New	+$41K	0.02%	99
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Boit C.F. David's DIS Position: Q3 2026 in Review

Boit C.F. David opened a new position in Walt Disney (DIS) in Q3 2026: 400 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #99 among its holdings. This is a return to the name: Boit C.F. David previously reported a position in DIS as recently as Q1 2026.

Boit C.F. David first reported a position in DIS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2021. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Boit C.F. David held 400 shares of Walt Disney worth $42K as of Q3 2026.
Walt Disney was a new Boit C.F. David position in Q3 2026.
Walt Disney made up 0.02% of Boit C.F. David's portfolio in Q3 2026, its #99 holding.
Boit C.F. David first reported a position in Walt Disney in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's Walt Disney position peaked at $1.06M in Q3 2021.
1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.