Boston Research & Management’s Walt Disney DIS Stock Holding History

Boston Research & 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	$4.66M	Buy	48,377 +1,825	+4%	+$193K	1.11%	40
2025 Q4	$5.3M	Sell	46,552 -808	-2%	-$89K	1.22%	33
2025 Q3	$5.42M	Buy	47,360 +880	+2%	+$104K	1.2%	34
2025 Q2	$5.76M	Sell	46,480 -155	-0.3%	-$16.1K	1.38%	28
2025 Q1	$4.6M	Sell	46,635 -473	-1%	-$50.8K	1.14%	40
2024 Q4	$5.25M	Buy	47,108 +937	+2%	+$98.4K	1.29%	33
2024 Q3	$4.44M	Sell	46,171 -1,308	-3%	-$120K	1.04%	45
2024 Q2	$4.71M	Buy	47,479 +1,690	+4%	+$182K	1.19%	38
2024 Q1	$5.6M	Buy	45,789 +302	+0.7%	+$31.5K	1.38%	26
2023 Q4	$4.11M	Buy	45,487 +2,287	+5%	+$202K	1.09%	44
2023 Q3	$3.5M	Buy	43,200 +3,670	+9%	+$313K	1.03%	46
2023 Q2	$3.53M	Buy	39,530 +1,979	+5%	+$187K	1%	47
2023 Q1	$3.76M	Buy	37,551 +5,621	+18%	+$567K	1.12%	42
2022 Q4	$2.77M	Sell	31,930 -9,273	-23%	-$887K	0.86%	47
2022 Q3	$3.89M	Buy	41,203 +4,142	+11%	+$443K	1.32%	36
2022 Q2	$3.5M	Buy	37,061 +3,423	+10%	+$380K	1.13%	40
2022 Q1	$4.61M	Buy	33,638 +1,390	+4%	+$201K	1.34%	31
2021 Q4	$4.99M	Sell	32,248 -530	-2%	-$85.6K	1.36%	28
2021 Q3	$5.54M	Buy	32,778 +770	+2%	+$137K	1.65%	25
2021 Q2	$5.63M	Buy	32,008 +1,514	+5%	+$272K	1.71%	25
2021 Q1	$5.63M	Sell	30,494 -140	-0.5%	-$25.8K	1.81%	21
2020 Q4	$5.55M	Sell	30,634 -35	-0.1%	-$5.02K	1.93%	18
2020 Q3	$3.81M	Sell	30,669 -300	-1%	-$37.5K	1.49%	32
2020 Q2	$3.45M	Buy	30,969 +22	+0.1%	+$2.43K	1.43%	33
2020 Q1	$2.99M	Sell	30,947 -273	-0.9%	-$34.5K	1.5%	31
2019 Q4	$4.51M	Buy	31,220 +330	+1%	+$46.1K	1.69%	26
2019 Q3	$4.03M	Buy	30,890 +295	+1%	+$40.8K	1.59%	34
2019 Q2	$4.27M	Buy	30,595 +100	+0.3%	+$13.3K	1.73%	26
2019 Q1	$3.38M	Buy	30,495 +23,124	+314%	+$2.58M	1.41%	38
2018 Q4	$808K	Hold	7,371	–	–	0.38%	62
2018 Q3	$861K	Sell	7,371 -20	-0.3%	-$2.23K	0.39%	63
2018 Q2	$774K	Hold	7,391	–	–	0.38%	63
2018 Q1	$742K	Hold	7,391	–	–	0.38%	61
2017 Q4	$794K	Hold	7,391	–	–	0.4%	60
2017 Q3	$728K	Buy	7,391 +131	+2%	+$13.5K	0.37%	62
2017 Q2	$771K	Hold	7,260	–	–	0.42%	61
2017 Q1	$823K	Hold	7,260	–	–	0.45%	59
2016 Q4	$756K	Hold	7,260	–	–	0.43%	60
2016 Q3	$674K	Hold	7,260	–	–	0.39%	63
2016 Q2	$710K	Hold	7,260	–	–	0.43%	60
2016 Q1	$720K	Hold	7,260	–	–	0.45%	62
2015 Q4	$762K	Hold	7,260	–	–	0.47%	63
2015 Q3	$741K	Hold	7,260	–	–	0.49%	67
2015 Q2	$828K	Hold	7,260	–	–	0.52%	63
2015 Q1	$761K	Sell	7,260 -70	-1%	-$7.06K	0.48%	63
2014 Q4	$690K	Hold	7,330	–	–	0.43%	66
2014 Q3	$652K	Hold	7,330	–	–	0.44%	65
2014 Q2	$628K	Buy	7,330 +560	+8%	+$45.7K	0.43%	64
2014 Q1	$542K	Hold	6,770	–	–	0.4%	66
2013 Q4	$517K	Hold	6,770	–	–	0.4%	64
2013 Q3	$436K	Hold	6,770	–	–	0.37%	65
2013 Q2	$427K	Buy	+6,770	New	+$428K	0.38%	65

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 Research & Management's DIS Position: Q1 2026 in Review

Boston Research & Management increased its Walt Disney (DIS) stake by 3.9% in Q1 2026, buying an estimated $193K and bringing the position to 48,377 shares worth $4.66M. The position accounts for 1.11% of the portfolio, ranked #40.

Boston Research & Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.76M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Boston Research & Management held 48,377 shares of Walt Disney worth $4.66M as of Q1 2026.
Boston Research & Management bought 1,825 Walt Disney shares in Q1 2026, an estimated $193K.
Walt Disney made up 1.11% of Boston Research & Management's portfolio in Q1 2026, its #40 holding.
Boston Research & Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's Walt Disney position peaked at $5.76M in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.