Evelyn Partners Asset Management’s Walt Disney DIS Stock Holding History

Evelyn Partners 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	$7.11M	Sell	73,761 -13,608	-16%	-$1.44M	1.75%	22
2025 Q4	$9.94M	Sell	87,369 -11,748	-12%	-$1.29M	2.33%	12
2025 Q3	$11.3M	Buy	99,117 +10,675	+12%	+$1.26M	2.56%	10
2025 Q2	$11M	Buy	88,442 +8,585	+11%	+$892K	2.78%	9
2025 Q1	$7.88M	Sell	79,857 -10,396	-12%	-$1.12M	2.2%	15
2024 Q4	$10M	Buy	+90,253	New	+$9.48M	2.71%	12

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

Evelyn Partners Asset Management's DIS Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Walt Disney (DIS) stake by 16% in Q1 2026, selling an estimated $1.44M and leaving 73,761 shares worth $7.11M. The position accounts for 1.75% of the portfolio, ranked #22.

Evelyn Partners Asset Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.3M in Q3 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Evelyn Partners Asset Management held 73,761 shares of Walt Disney worth $7.11M as of Q1 2026.
Evelyn Partners Asset Management sold 13,608 Walt Disney shares in Q1 2026, an estimated $1.44M.
Walt Disney made up 1.75% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #22 holding.
Evelyn Partners Asset Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Walt Disney position peaked at $11.3M in Q3 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.