Dumont & Blake Investment Advisors’s Walt Disney DIS Stock Holding History

Dumont & Blake Investment Advisors’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	$1.79M	Sell	18,573 -289	-2%	-$30.5K	0.45%	62
2025 Q4	$2.15M	Sell	18,862 -30	-0.2%	-$3.3K	0.52%	54
2025 Q3	$2.16M	Sell	18,892 -82	-0.4%	-$9.66K	0.52%	51
2025 Q2	$2.35M	Buy	18,974 +70	+0.4%	+$7.27K	0.61%	41
2025 Q1	$1.87M	Buy	18,904 +124	+0.7%	+$13.3K	0.52%	54
2024 Q4	$2.09M	Buy	18,780 +2,124	+13%	+$223K	0.56%	42
2024 Q3	$1.6M	Sell	16,656 -16,835	-50%	-$1.55M	0.43%	65
2024 Q2	$3.33M	Buy	33,491 +16,791	+101%	+$1.81M	0.47%	54
2024 Q1	$2.04M	Buy	16,700 +4,516	+37%	+$472K	0.59%	42
2023 Q4	$1.1M	Buy	12,184 +5,323	+78%	+$469K	0.34%	78
2023 Q3	$556K	Sell	6,861 -118	-2%	-$10.1K	0.19%	121
2023 Q2	$623K	Sell	6,979 -179	-3%	-$17K	0.2%	117
2023 Q1	$717K	Buy	7,158 +15	+0.2%	+$1.51K	0.24%	106
2022 Q4	$621K	Sell	7,143 -152	-2%	-$14.5K	0.22%	105
2022 Q3	$688K	Buy	7,295 +37	+0.5%	+$3.96K	0.26%	97
2022 Q2	$685K	Buy	7,258 +111	+2%	+$12.3K	0.22%	114
2022 Q1	$980K	Buy	7,147 +22	+0.3%	+$3.18K	0.27%	99
2021 Q4	$1.1M	Buy	7,125 +262	+4%	+$42.3K	0.29%	96
2021 Q3	$1.16M	Sell	6,863 -55	-0.8%	-$9.8K	0.33%	85
2021 Q2	$1.22M	Buy	6,918 +85	+1%	+$15.3K	0.35%	85
2021 Q1	$1.26M	Sell	6,833 -50	-0.7%	-$9.22K	0.39%	78
2020 Q4	$1.25M	Sell	6,883 -328	-5%	-$47.1K	0.43%	70
2020 Q3	$895K	Buy	7,211 +313	+5%	+$39.1K	0.34%	86
2020 Q2	$769K	Buy	6,898 +417	+6%	+$46K	0.32%	88
2020 Q1	$626K	Buy	6,481 +59	+0.9%	+$7.46K	0.32%	88
2019 Q4	$929K	Sell	6,422 -857	-12%	-$120K	0.37%	81
2019 Q3	$949K	Sell	7,279 -125	-2%	-$17.3K	0.4%	81
2019 Q2	$1.03M	Hold	7,404	–	–	0.43%	70
2019 Q1	$822K	Buy	7,404 +45	+0.6%	+$5.03K	0.35%	93
2018 Q4	$807K	Sell	7,359 -280	-4%	-$31.8K	0.38%	88
2018 Q3	$893K	Buy	7,639 +527	+7%	+$58.7K	0.35%	95
2018 Q2	$745K	Buy	7,112 +75	+1%	+$7.67K	0.31%	106
2018 Q1	$707K	Buy	7,037 +30	+0.4%	+$3.19K	0.3%	108
2017 Q4	$753K	Sell	7,007 -80	-1%	-$8.24K	0.31%	113
2017 Q3	$699K	Sell	7,087 -75	-1%	-$7.71K	0.3%	112
2017 Q2	$761K	Sell	7,162 -40	-0.6%	-$4.38K	0.34%	102
2017 Q1	$817K	Sell	7,202 -25	-0.3%	-$2.75K	0.37%	98
2016 Q4	$753K	Sell	7,227 -20	-0.3%	-$1.95K	0.35%	98
2016 Q3	$673K	Hold	7,247	–	–	0.33%	104
2016 Q2	$709K	Sell	7,247 -125	-2%	-$12.5K	0.36%	99
2016 Q1	$732K	Hold	7,372	–	–	0.38%	94
2015 Q4	$775K	Buy	7,372 +215	+3%	+$24K	0.4%	89
2015 Q3	$731K	Buy	+7,157	New	+$779K	0.39%	94

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

Dumont & Blake Investment Advisors's DIS Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Walt Disney (DIS) stake by 1.5% in Q1 2026, selling an estimated $30.5K and leaving 18,573 shares worth $1.79M. The position accounts for 0.45% of the portfolio, ranked #62.

Dumont & Blake Investment Advisors first reported a position in DIS in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.33M in Q2 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Dumont & Blake Investment Advisors held 18,573 shares of Walt Disney worth $1.79M as of Q1 2026.
Dumont & Blake Investment Advisors sold 289 Walt Disney shares in Q1 2026, an estimated $30.5K.
Walt Disney made up 0.45% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #62 holding.
Dumont & Blake Investment Advisors first reported a position in Walt Disney in Q3 2015 and has held it in 43 quarters since.
Dumont & Blake Investment Advisors's Walt Disney position peaked at $3.33M in Q2 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.