Boston Family Office’s Walt Disney DIS Stock Holding History

Boston Family Office’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	$7.94M	Buy	82,363 +3,091	+4%	+$327K	0.53%	53
2025 Q4	$9.02M	Buy	79,272 +71	+0.1%	+$7.82K	0.57%	47
2025 Q3	$9.07M	Buy	79,201 +338	+0.4%	+$39.8K	0.58%	50
2025 Q2	$9.78M	Sell	78,863 -961	-1%	-$99.8K	0.65%	44
2025 Q1	$7.88M	Sell	79,824 -2,160	-3%	-$232K	0.56%	50
2024 Q4	$9.13M	Sell	81,984 -3,846	-4%	-$404K	0.63%	48
2024 Q3	$8.26M	Sell	85,830 -2,024	-2%	-$186K	0.56%	53
2024 Q2	$8.72M	Buy	87,854 +1,180	+1%	+$127K	0.63%	49
2024 Q1	$10.6M	Buy	86,674 +2,607	+3%	+$272K	0.76%	37
2023 Q4	$7.59M	Buy	84,067 +17,319	+26%	+$1.53M	0.57%	59
2023 Q3	$5.41M	Buy	66,748 +28,968	+77%	+$2.47M	0.44%	64
2023 Q2	$3.37M	Buy	37,780 +1,588	+4%	+$150K	0.26%	79
2023 Q1	$3.62M	Buy	36,192 +355	+1%	+$35.8K	0.29%	76
2022 Q4	$3.11M	Buy	35,837 +1,008	+3%	+$96.4K	0.26%	80
2022 Q3	$3.29M	Buy	34,829 +3,634	+12%	+$389K	0.29%	75
2022 Q2	$2.94M	Buy	31,195 +5,045	+19%	+$560K	0.25%	83
2022 Q1	$3.59M	Buy	26,150 +797	+3%	+$115K	0.26%	81
2021 Q4	$3.93M	Buy	25,353 +438	+2%	+$70.7K	0.26%	83
2021 Q3	$4.21M	Buy	24,915 +739	+3%	+$132K	0.31%	74
2021 Q2	$4.25M	Buy	24,176 +294	+1%	+$52.9K	0.3%	76
2021 Q1	$4.42M	Sell	23,882 -1	-0%	-$184	0.33%	77
2020 Q4	$4.33M	Sell	23,883 -80	-0.3%	-$11.5K	0.33%	76
2020 Q3	$2.97M	Sell	23,963 -1,140	-5%	-$142K	0.27%	81
2020 Q2	$2.8M	Sell	25,103 -1,484	-6%	-$164K	0.27%	86
2020 Q1	$2.57M	Sell	26,587 -816	-3%	-$103K	0.3%	83
2019 Q4	$3.96M	Buy	27,403 +121	+0.4%	+$16.9K	0.38%	74
2019 Q3	$3.56M	Buy	27,282 +257	+1%	+$35.5K	0.37%	77
2019 Q2	$3.77M	Buy	27,025 +1,359	+5%	+$180K	0.39%	73
2019 Q1	$2.85M	Buy	25,666 +659	+3%	+$73.7K	0.31%	87
2018 Q4	$2.74M	Sell	25,007 -2,718	-10%	-$309K	0.34%	81
2018 Q3	$3.24M	Sell	27,725 -75	-0.3%	-$8.35K	0.34%	89
2018 Q2	$2.91M	Sell	27,800 -35	-0.1%	-$3.58K	0.33%	86
2018 Q1	$2.8M	Sell	27,835 -108	-0.4%	-$11.5K	0.32%	90
2017 Q4	$3M	Buy	27,943 +1,311	+5%	+$135K	0.33%	91
2017 Q3	$2.63M	Sell	26,632 -115	-0.4%	-$11.8K	0.3%	94
2017 Q2	$2.84M	Buy	26,747 +1,455	+6%	+$159K	0.34%	89
2017 Q1	$2.87M	Sell	25,292 -905	-3%	-$99.6K	0.35%	86
2016 Q4	$2.73M	Sell	26,197 -1,125	-4%	-$110K	0.35%	83
2016 Q3	$2.54M	Sell	27,322 -7,957	-23%	-$762K	0.33%	87
2016 Q2	$3.45M	Buy	35,279 +180	+0.5%	+$18K	0.45%	69
2016 Q1	$3.49M	Sell	35,099 -145	-0.4%	-$14K	0.46%	71
2015 Q4	$3.7M	Sell	35,244 -294	-0.8%	-$32.8K	0.51%	68
2015 Q3	$3.63M	Sell	35,538 -295	-0.8%	-$32.1K	0.51%	69
2015 Q2	$4.09M	Sell	35,833 -699	-2%	-$76.8K	0.51%	65
2015 Q1	$3.83M	Buy	36,532 +1,195	+3%	+$121K	0.48%	71
2014 Q4	$3.33M	Buy	35,337 +3,170	+10%	+$286K	0.41%	77
2014 Q3	$2.86M	Buy	32,167 +5,355	+20%	+$472K	0.37%	82
2014 Q2	$2.3M	Buy	26,812 +4,995	+23%	+$408K	0.29%	98
2014 Q1	$1.75M	Buy	21,817 +1,354	+7%	+$105K	0.23%	110
2013 Q4	$1.56M	Buy	20,463 +1,290	+7%	+$89.4K	0.21%	114
2013 Q3	$1.24M	Buy	19,173 +333	+2%	+$21.3K	0.18%	123
2013 Q2	$1.19M	Buy	+18,840	New	+$1.19M	0.18%	120

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

Boston Family Office's DIS Position: Q1 2026 in Review

Boston Family Office increased its Walt Disney (DIS) stake by 3.9% in Q1 2026, buying an estimated $327K and bringing the position to 82,363 shares worth $7.94M. The position accounts for 0.53% of the portfolio, ranked #53.

Boston Family Office first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Boston Family Office held 82,363 shares of Walt Disney worth $7.94M as of Q1 2026.
Boston Family Office bought 3,091 Walt Disney shares in Q1 2026, an estimated $327K.
Walt Disney made up 0.53% of Boston Family Office's portfolio in Q1 2026, its #53 holding.
Boston Family Office first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's Walt Disney position peaked at $10.6M in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.