Garden State Investment Advisory Services’s Walt Disney DIS Stock Holding History

Garden State Investment Advisory Services’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	$511K	Hold	5,300	–	–	0.11%	150
2025 Q4	$603K	Buy	5,300 +3,000	+130%	+$330K	0.13%	131
2025 Q3	$263K	Buy	2,300 +1,000	+77%	+$118K	0.06%	246
2025 Q2	$161K	Buy	1,300 +1,255	+2,789%	+$130K	0.04%	282
2025 Q1	$4.44K	Sell	45 -3,255	-99%	-$350K	﹤0.01%	260
2024 Q4	$367K	Buy	3,300 +3,273	+12,122%	+$344K	0.11%	155
2024 Q3	$2.6K	Buy	27 +4	+17%	+$368	﹤0.01%	236
2024 Q2	$2.28K	Buy	23 +20	+667%	+$2.15K	﹤0.01%	235
2024 Q1	$367	Sell	3 -1,797	-100%	-$188K	﹤0.01%	242
2023 Q4	$163K	Hold	1,800	–	–	0.06%	204
2023 Q3	$146K	Hold	1,800	–	–	0.07%	183
2023 Q2	$161K	Buy	1,800 +500	+38%	+$47.4K	0.06%	201
2023 Q1	$130K	Buy	+1,300	New	+$131K	0.06%	194

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Garden State Investment Advisory Services's DIS Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Walt Disney (DIS) stake by 5.1% in Q1 2026, selling an estimated $49.9K and leaving 8,715 shares worth $844K. The position accounts for 0.19% of the portfolio, ranked #101.

Garden State Investment Advisory Services first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q1 2024. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Garden State Investment Advisory Services held 8,715 shares of Walt Disney worth $844K as of Q1 2026.
Garden State Investment Advisory Services sold 472 Walt Disney shares in Q1 2026, an estimated $49.9K.
Walt Disney made up 0.19% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #101 holding.
Garden State Investment Advisory Services first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Walt Disney position peaked at $1.49M in Q1 2024.
2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.