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Empirical Asset Management’s Walt Disney DIS Stock Holding History

Empirical 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 		– Sell
-12,703
Closed -$128K – 405
2025
Q4 		$128K Sell
12,703
-929
-7% -$102K 0.04% 339
2025
Q3 		$235K Buy
13,632
+11,421
+517% +$1.35M 0.07% 326
2025
Q2 		$274K Sell
2,211
-3,764
-63% -$391K 0.08% 270
2025
Q1 		$590K Sell
5,975
-122,319
-95% -$13.1M 0.2% 147
2024
Q4 		$766K Buy
128,294
+117,408
+1,079% +$12.3M 0.25% 112
2024
Q3 		$561K Sell
10,886
-914
-8% -$84.1K 0.2% 151
2024
Q2 		$669K Buy
11,800
+9,953
+539% +$1.07M 0.25% 113
2024
Q1 		$226K Buy
+1,847
New +$193K 0.11% 245
2023
Q1 		– Sell
-7,052
Closed -$409K – 158
2022
Q4 		$409K Buy
+7,052
New +$675K 0.43% 96
2022
Q1 		– Sell
-3,044
Closed -$471K – 162
2021
Q4 		$471K Buy
+3,044
New +$492K 0.45% 81

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

Empirical Asset Management's DIS Position: Q1 2026 in Review

Empirical Asset Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 12,703 shares — an estimated $128K sold.

Empirical Asset Management first reported a position in DIS in Q4 2021 and held it in 10 quarters. The position peaked at $766K in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Empirical Asset Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Empirical Asset Management sold 12,703 Walt Disney shares in Q1 2026, an estimated $128K.
  • Empirical Asset Management first reported a position in Walt Disney in Q4 2021 and held it in 10 quarters.
  • Empirical Asset Management's Walt Disney position peaked at $766K in Q4 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.