FP
DIS icon

Financial Perspectives’s Walt Disney DIS Stock Holding History

Financial Perspectives’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 		$557K Buy
5,779
+201
+4% +$21.2K 0.16% 86
2025
Q4 		$635K Hold
5,578
– – 0.17% 78
2025
Q3 		$639K Sell
5,578
-5
-0.1% -$589 0.18% 77
2025
Q2 		$692K Hold
5,583
– – 0.21% 69
2025
Q1 		$551K Sell
5,583
-323
-5% -$34.7K 0.19% 74
2024
Q4 		$658K Buy
5,906
+646
+12% +$67.9K 0.22% 67
2024
Q3 		$506K Buy
5,260
+1
+0% +$92 0.18% 77
2024
Q2 		$522K Sell
5,259
-45
-0.8% -$4.84K 0.19% 69
2024
Q1 		$649K Sell
5,304
-187
-3% -$19.5K 0.25% 60
2023
Q4 		$496K Buy
5,491
+4
+0.1% +$353 0.2% 70
2023
Q3 		$445K Sell
5,487
-300
-5% -$25.6K 0.2% 70
2023
Q2 		$517K Sell
5,787
-80
-1% -$7.58K 0.23% 66
2023
Q1 		$587K Buy
5,867
+50
+0.9% +$5.04K 0.28% 55
2022
Q4 		$505K Hold
5,817
– – 0.26% 58
2022
Q3 		$549K Buy
5,817
+319
+6% +$34.1K 0.31% 52
2022
Q2 		$519K Hold
5,498
– – 0.29% 53
2022
Q1 		$754K Buy
5,498
+104
+2% +$15K 0.35% 47
2021
Q4 		$835K Hold
5,394
– – 0.4% 42
2021
Q3 		$913K Sell
5,394
-17
-0.3% -$3.03K 0.46% 38
2021
Q2 		$951K Sell
5,411
-993,024
-99% -$179M 0.46% 37
2021
Q1 		$5.41M Buy
998,435
+993,035
+18,390% +$183M 0.27% 71
2020
Q4 		$978K Buy
5,400
+491
+10% +$70.5K 0.56% 32
2020
Q3 		$609K Buy
4,909
+1
+0% +$125 0.4% 39
2020
Q2 		$547K Hold
4,908
– – 0.39% 40
2020
Q1 		$474K Buy
4,908
+576
+13% +$72.8K 0.38% 37
2019
Q4 		$627K Buy
+4,332
New +$605K 0.43% 30

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

Financial Perspectives's DIS Position: Q1 2026 in Review

Financial Perspectives increased its Walt Disney (DIS) stake by 3.6% in Q1 2026, buying an estimated $21.2K and bringing the position to 5,779 shares worth $557K. The position accounts for 0.16% of the portfolio, ranked #86.

Financial Perspectives first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.41M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Financial Perspectives held 5,779 shares of Walt Disney worth $557K as of Q1 2026.
  • Financial Perspectives bought 201 Walt Disney shares in Q1 2026, an estimated $21.2K.
  • Walt Disney made up 0.16% of Financial Perspectives's portfolio in Q1 2026, its #86 holding.
  • Financial Perspectives first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Walt Disney position peaked at $5.41M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.