Glassy Mountain Advisors’s Walt Disney DIS Stock Holding History

Glassy Mountain Advisors’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	$3.44M	Buy	35,675 +823	+2%	+$87K	1.07%	34
2025 Q4	$3.97M	Buy	34,852 +963	+3%	+$106K	1.2%	36
2025 Q3	$3.88M	Sell	33,889 -1,178	-3%	-$139K	1.17%	34
2025 Q2	$4.35M	Buy	35,067 +1,196	+4%	+$124K	1.4%	27
2025 Q1	$3.34M	Buy	33,871 +214	+0.6%	+$23K	1.18%	31
2024 Q4	$3.75M	Buy	33,657 +870	+3%	+$91.4K	1.28%	30
2024 Q3	$3.15M	Buy	32,787 +3,294	+11%	+$303K	1.11%	33
2024 Q2	$2.93M	Buy	29,493 +501	+2%	+$53.9K	1.09%	33
2024 Q1	$3.55M	Buy	28,992 +1,441	+5%	+$151K	1.34%	28
2023 Q4	$2.49M	Buy	27,551 +2,601	+10%	+$229K	1.03%	34
2023 Q3	$2.04M	Buy	24,950 +520	+2%	+$44.4K	0.97%	36
2023 Q2	$2.18M	Buy	+24,430	New	+$2.31M	0.97%	36
2023 Q1	–	Sell	-17,805	Closed	-$1.55M	–	67
2022 Q4	$1.55M	Buy	+17,805	New	+$1.7M	0.85%	38
2022 Q2	$1.82M	Sell	19,268 -1	-0%	-$111	1.09%	35
2022 Q1	$2.64M	Buy	19,269 +769	+4%	+$111K	1.36%	29
2021 Q4	$2.87M	Buy	+18,500	New	+$2.99M	1.48%	25

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

Glassy Mountain Advisors's DIS Position: Q1 2026 in Review

Glassy Mountain Advisors increased its Walt Disney (DIS) stake by 2.4% in Q1 2026, buying an estimated $87K and bringing the position to 35,675 shares worth $3.44M. The position accounts for 1.07% of the portfolio, ranked #34.

Glassy Mountain Advisors first reported a position in DIS in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.35M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Glassy Mountain Advisors held 35,675 shares of Walt Disney worth $3.44M as of Q1 2026.
Glassy Mountain Advisors bought 823 Walt Disney shares in Q1 2026, an estimated $87K.
Walt Disney made up 1.07% of Glassy Mountain Advisors's portfolio in Q1 2026, its #34 holding.
Glassy Mountain Advisors first reported a position in Walt Disney in Q4 2021 and has held it in 16 quarters since.
Glassy Mountain Advisors's Walt Disney position peaked at $4.35M in Q2 2025.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.