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

Evelyn Partners Investment 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	$10.7M	Sell	111,068 -2,941	-3%	-$311K	0.29%	56
2025 Q4	$13M	Sell	114,009 -154	-0.1%	-$17K	0.36%	53
2025 Q3	$13.1M	Sell	114,163 -9,387	-8%	-$1.11M	0.37%	50
2025 Q2	$15.3M	Sell	123,550 -17,646	-12%	-$1.83M	0.47%	50
2025 Q1	$13.9M	Sell	141,196 -14,067	-9%	-$1.51M	0.46%	47
2024 Q4	$17.3M	Buy	+155,263	New	+$16.3M	0.56%	41

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 Investment Management's DIS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Walt Disney (DIS) stake by 2.6% in Q1 2026, selling an estimated $311K and leaving 111,068 shares worth $10.7M. The position accounts for 0.29% of the portfolio, ranked #56.

Evelyn Partners Investment Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3M in Q4 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Evelyn Partners Investment Management held 111,068 shares of Walt Disney worth $10.7M as of Q1 2026.
Evelyn Partners Investment Management sold 2,941 Walt Disney shares in Q1 2026, an estimated $311K.
Walt Disney made up 0.29% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #56 holding.
Evelyn Partners Investment Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Walt Disney position peaked at $17.3M in Q4 2024.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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