BCM
DIS icon

Boreal Capital Management’s Walt Disney DIS Stock Holding History

Boreal Capital Management’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 		$31.3K Sell
325
-181
-36% -$19.1K 0.03% 216
2025
Q4 		$57.9K Buy
506
+47
+10% +$5.18K 0.04% 193
2025
Q3 		$52.6K Sell
459
-14
-3% -$1.65K 0.04% 204
2025
Q2 		$58.9K Buy
+473
New +$49.1K 0.05% 203

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

Boreal Capital Management's DIS Position: Q1 2026 in Review

Boreal Capital Management reduced its Walt Disney (DIS) stake by 36% in Q1 2026, selling an estimated $19.1K and leaving 325 shares worth $31.3K. The position accounts for 0.03% of the portfolio, ranked #216.

Boreal Capital Management first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $58.9K in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Boreal Capital Management held 325 shares of Walt Disney worth $31.3K as of Q1 2026.
  • Boreal Capital Management sold 181 Walt Disney shares in Q1 2026, an estimated $19.1K.
  • Walt Disney made up 0.03% of Boreal Capital Management's portfolio in Q1 2026, its #216 holding.
  • Boreal Capital Management first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Walt Disney position peaked at $58.9K in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.