Deane Retirement Strategies’s Walt Disney DIS Stock Holding History

Deane Retirement Strategies’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	–	Sell	-536	Closed	-$61K	–	63
2025 Q4	$61K	Hold	536	–	–	0.03%	46
2025 Q3	$61.4K	Hold	536	–	–	0.03%	47
2025 Q2	$66.5K	Hold	536	–	–	0.03%	46
2025 Q1	$52.9K	Hold	536	–	–	0.03%	46
2024 Q4	$59.7K	Hold	536	–	–	0.03%	52
2024 Q3	$51.6K	Hold	536	–	–	0.03%	54
2024 Q2	$53.2K	Hold	536	–	–	0.03%	59
2024 Q1	$65.6K	Hold	536	–	–	0.03%	53
2023 Q4	$48.4K	Hold	536	–	–	0.03%	50
2023 Q3	$43.4K	Hold	536	–	–	0.02%	47
2023 Q2	$47.9K	Sell	536 -17,312	-97%	-$1.64M	0.03%	44
2023 Q1	$1.79M	Sell	17,848 -513	-3%	-$51.7K	0.98%	37
2022 Q4	$1.6M	Sell	18,361 -75	-0.4%	-$7.17K	0.89%	39
2022 Q3	$1.74M	Buy	18,436 +17,900	+3,340%	+$1.92M	1.07%	25
2022 Q2	$52K	Sell	536 -11,911	-96%	-$1.32M	0.03%	44
2022 Q1	$1.71M	Sell	12,447 -22	-0.2%	-$3.18K	0.94%	35
2021 Q4	$1.93M	Buy	12,469 +11,933	+2,226%	+$1.93M	1.02%	25
2021 Q3	$91K	Hold	536	–	–	0.05%	43
2021 Q2	$94K	Hold	536	–	–	0.05%	48
2021 Q1	$101K	Hold	536	–	–	0.05%	50
2020 Q4	$97K	Hold	536	–	–	0.06%	56
2020 Q3	$67K	Sell	536 -50	-9%	-$6.25K	0.05%	48
2020 Q2	$65K	Hold	586	–	–	0.05%	43
2020 Q1	$57K	Sell	586 -13,564	-96%	-$1.71M	0.04%	50
2019 Q4	$2.05M	Sell	14,150 -10,613	-43%	-$1.48M	1.4%	13
2019 Q3	$3.23M	Buy	24,763 +504	+2%	+$69.7K	2.3%	12
2019 Q2	$3.39M	Buy	24,259 +106	+0.4%	+$14.1K	2.89%	10
2019 Q1	$2.68M	Buy	24,153 +298	+1%	+$33.3K	2.34%	12
2018 Q4	$2.62M	Sell	23,855 -59	-0.2%	-$6.71K	2.38%	10
2018 Q3	$2.8M	Buy	23,914 +23,378	+4,362%	+$2.6M	2.52%	7
2018 Q2	$56K	Hold	536	–	–	0.05%	49
2018 Q1	$54K	Hold	536	–	–	0.06%	49
2017 Q4	$58K	Hold	536	–	–	0.05%	51
2017 Q3	$53K	Hold	536	–	–	0.05%	50
2017 Q2	$57K	Hold	536	–	–	0.05%	53
2017 Q1	$61K	Sell	536 -24,776	-98%	-$2.73M	0.05%	36
2016 Q4	$2.64M	Buy	25,312 +234	+0.9%	+$22.8K	2.36%	12
2016 Q3	$2.33M	Buy	25,078 +24,542	+4,579%	+$2.35M	2.12%	18
2016 Q2	$52K	Hold	536	–	–	0.05%	32
2016 Q1	$53K	Hold	536	–	–	0.05%	38
2015 Q4	$56K	Hold	536	–	–	0.06%	34
2015 Q3	$55K	Hold	536	–	–	0.05%	35
2015 Q2	$68K	Hold	536	–	–	0.07%	27
2015 Q1	$56K	Hold	536	–	–	0.05%	32
2014 Q4	$50K	Buy	+536	New	+$48.3K	0.05%	32

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

Deane Retirement Strategies's DIS Position: Q1 2026 in Review

Deane Retirement Strategies sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 536 shares — an estimated $61K sold.

Deane Retirement Strategies first reported a position in DIS in Q4 2014 and held it in 45 quarters. The position peaked at $3.39M in Q2 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Deane Retirement Strategies reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
Deane Retirement Strategies sold 536 Walt Disney shares in Q1 2026, an estimated $61K.
Deane Retirement Strategies first reported a position in Walt Disney in Q4 2014 and held it in 45 quarters.
Deane Retirement Strategies's Walt Disney position peaked at $3.39M in Q2 2019.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Deane Retirement Strategies's 13F filing for Q1 2026, filed 7 Apr 2026.