Defender Capital’s Walt Disney DIS Stock Holding History

Defender Capital’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
2025 Q1	–	Sell	-2,000	Closed	-$223K	–	38
2024 Q4	$223K	Buy	+2,000	New	+$210K	0.08%	36
2024 Q2	–	Sell	-2,013	Closed	-$246K	–	37
2024 Q1	$246K	Buy	+2,013	New	+$210K	0.08%	31
2023 Q2	–	Sell	-2,000	Closed	-$200K	–	39
2023 Q1	$200K	Buy	+2,000	New	+$202K	0.07%	38
2022 Q2	–	Sell	-2,000	Closed	-$274K	–	36
2022 Q1	$274K	Hold	2,000	–	–	0.1%	30
2021 Q4	$310K	Hold	2,000	–	–	0.1%	32
2021 Q3	$338K	Hold	2,000	–	–	0.11%	33
2021 Q2	$351K	Sell	2,000 -105	-5%	-$18.9K	0.12%	30
2021 Q1	$388K	Buy	2,105 +75	+4%	+$13.8K	0.14%	28
2020 Q4	$368K	Buy	2,030 +30	+2%	+$4.31K	0.16%	24
2020 Q3	$248K	Sell	2,000 -2,511	-56%	-$314K	0.12%	25
2020 Q2	$503K	Buy	+4,511	New	+$498K	0.3%	18

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Norges Bank Oslo, Norway $935B AUM

Defender Capital's DIS Position: Q1 2025 in Review

Defender Capital sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,000 shares — an estimated $223K sold.

Defender Capital first reported a position in DIS in Q2 2020 and held it in 11 quarters. The position peaked at $503K in Q2 2020. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Defender Capital reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Defender Capital sold 2,000 Walt Disney shares in Q1 2025, an estimated $223K.
Defender Capital first reported a position in Walt Disney in Q2 2020 and held it in 11 quarters.
Defender Capital's Walt Disney position peaked at $503K in Q2 2020.
3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Defender Capital's 13F filing for Q1 2025, filed 28 Apr 2025.