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Boyd Watterson Asset Management’s Walt Disney DIS Stock Holding History

Boyd Watterson Asset 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 		$16.4K Hold
170
– – 0.01% 258
2025
Q4 		$19.3K Hold
170
– – 0.01% 250
2025
Q3 		$19.5K Hold
170
– – 0.01% 243
2025
Q2 		$21.1K Hold
170
– – 0.01% 247
2025
Q1 		$16.8K Sell
170
-150
-47% -$16.1K 0.01% 269
2024
Q4 		$35.6K Hold
320
– – 0.01% 213
2024
Q3 		$30.8K Hold
320
– – 0.01% 220
2024
Q2 		$31.8K Hold
320
– – 0.01% 217
2024
Q1 		$39.2K Sell
320
-25
-7% -$2.61K 0.01% 199
2023
Q4 		$31.1K Hold
345
– – 0.01% 220
2023
Q3 		$28K Hold
345
– – 0.01% 219
2023
Q2 		$30.8K Sell
345
-1,375
-80% -$130K 0.01% 216
2023
Q1 		$172K Buy
1,720
+191
+12% +$19.3K 0.07% 134
2022
Q4 		$133K Sell
1,529
-601
-28% -$57.5K 0.05% 144
2022
Q3 		$201K Sell
2,130
-2,469
-54% -$264K 0.09% 128
2022
Q2 		$434K Sell
4,599
-4,421
-49% -$491K 0.19% 101
2022
Q1 		$1.24M Buy
9,020
+5,406
+150% +$782K 0.45% 59
2021
Q4 		$560K Sell
3,614
-65
-2% -$10.5K 0.19% 101
2021
Q3 		$622K Hold
3,679
– – 0.23% 97
2021
Q2 		$647K Sell
3,679
-928
-20% -$167K 0.26% 96
2021
Q1 		$850K Sell
4,607
-85
-2% -$15.7K 0.37% 81
2020
Q4 		$850K Sell
4,692
-90
-2% -$12.9K 0.4% 75
2020
Q3 		$593K Buy
4,782
+2,626
+122% +$328K 0.33% 80
2020
Q2 		$240K Hold
2,156
– – 0.16% 99
2020
Q1 		$208K Sell
2,156
-3
-0.1% -$379 0.17% 95
2019
Q4 		$312K Hold
2,159
– – 0.21% 94
2019
Q3 		$281K Buy
2,159
+646
+43% +$89.3K 0.2% 99
2019
Q2 		$211K Sell
1,513
-1,600
-51% -$212K 0.14% 114
2019
Q1 		$346K Buy
+3,113
New +$348K 0.22% 93
2015
Q2 		– Sell
-1,920
Closed -$201K – 172
2015
Q1 		$201K Buy
+1,920
New +$194K 0.08% 166

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

Boyd Watterson Asset Management's DIS Position: Q1 2026 in Review

Boyd Watterson Asset Management held its Walt Disney (DIS) position steady in Q1 2026 at 170 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #258.

Boyd Watterson Asset Management first reported a position in DIS in Q1 2015 and has held it in 30 quarters since. The position peaked at $1.24M in Q1 2022. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Boyd Watterson Asset Management held 170 shares of Walt Disney worth $16.4K as of Q1 2026.
  • Boyd Watterson Asset Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.01% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #258 holding.
  • Boyd Watterson Asset Management first reported a position in Walt Disney in Q1 2015 and has held it in 30 quarters since.
  • Boyd Watterson Asset Management's Walt Disney position peaked at $1.24M in Q1 2022.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.