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IPG Investment Advisors’s Walt Disney DIS Stock Holding History

IPG Investment 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 		$1.46M Sell
15,199
-13,591
-47% -$1.44M 0.25% 94
2025
Q4 		$3.29M Buy
28,790
+18,286
+174% +$2.01M 0.58% 41
2025
Q3 		$1.2M Sell
10,504
-80
-0.8% -$9.42K 0.21% 90
2025
Q2 		$1.32M Sell
10,584
-948
-8% -$98.5K 0.26% 73
2025
Q1 		$1.14M Sell
11,532
-14,569
-56% -$1.57M 0.26% 75
2024
Q4 		$2.92M Sell
26,101
-6,590
-20% -$692K 0.66% 32
2024
Q3 		$3.14M Buy
32,691
+1,403
+4% +$129K 0.69% 35
2024
Q2 		$3.11M Sell
31,288
-20,410
-39% -$2.2M 0.68% 41
2024
Q1 		$6.33M Sell
51,698
-15,292
-23% -$1.6M 1.38% 21
2023
Q4 		$6.07M Buy
66,990
+6,775
+11% +$597K 1.21% 22
2023
Q3 		$4.88M Buy
60,215
+29,407
+95% +$2.51M 1.08% 28
2023
Q2 		$2.75M Sell
30,808
-19,976
-39% -$1.89M 0.6% 31
2023
Q1 		$5.09M Buy
50,784
+8,030
+19% +$810K 1.16% 24
2022
Q4 		$3.71M Buy
42,754
+13,762
+47% +$1.32M 1.04% 23
2022
Q3 		$2.73M Sell
28,992
-8,058
-22% -$862K 0.77% 28
2022
Q2 		$3.5M Buy
37,050
+5,321
+17% +$591K 0.88% 26
2022
Q1 		$4.35M Sell
31,729
-1,525
-5% -$220K 0.83% 25
2021
Q4 		$5.15M Buy
+33,254
New +$5.37M 0.93% 22
2021
Q2 		– Sell
-28,080
Closed -$5.18M – 161
2021
Q1 		$5.18M Buy
28,080
+5,590
+25% +$1.03M 1.01% 28
2020
Q4 		$4.07M Buy
22,490
+3,705
+20% +$532K 0.95% 31
2020
Q3 		$2.33M Sell
18,785
-491
-3% -$61.4K 0.67% 34
2020
Q2 		$2.15M Sell
19,276
-6,357
-25% -$702K 0.73% 32
2020
Q1 		$2.48M Buy
25,633
+8,656
+51% +$1.09M 1.04% 27
2019
Q4 		$2.46M Buy
16,977
+8,297
+96% +$1.16M 0.78% 33
2019
Q3 		$1.13M Buy
8,680
+266
+3% +$36.8K 0.39% 44
2019
Q2 		$1.17M Sell
8,414
-2,612
-24% -$346K 0.43% 45
2019
Q1 		$1.22M Sell
11,026
-320
-3% -$35.8K 0.42% 41
2018
Q4 		$1.24M Buy
11,346
+329
+3% +$37.4K 0.48% 37
2018
Q3 		$1.29M Sell
11,017
-62
-0.6% -$6.9K 0.42% 37
2018
Q2 		$1.16M Buy
11,079
+2,356
+27% +$241K 0.41% 40
2018
Q1 		$876K Sell
8,723
-60,400
-87% -$6.42M 0.29% 49
2017
Q4 		$7.43M Buy
69,123
+1,814
+3% +$187K 3.09% 8
2017
Q3 		$6.63M Buy
67,309
+58,940
+704% +$6.06M 2.28% 13
2017
Q2 		$889K Sell
8,369
-1,535
-15% -$168K 0.36% 45
2017
Q1 		$1.12M Sell
9,904
-1,604
-14% -$177K 0.51% 36
2016
Q4 		$1.2M Sell
11,508
-12,145
-51% -$1.18M 0.49% 45
2016
Q3 		$2.2M Sell
23,653
-4,074
-15% -$390K 0.92% 23
2016
Q2 		$2.71M Buy
27,727
+280
+1% +$28K 1.12% 23
2016
Q1 		$2.73M Sell
27,447
-31,288
-53% -$3.02M 1.23% 20
2015
Q4 		$6.17M Buy
58,735
+750
+1% +$83.6K 2.85% 9
2015
Q3 		$5.93M Buy
57,985
+41,930
+261% +$4.57M 2.76% 10
2015
Q2 		$1.83M Buy
16,055
+12,300
+328% +$1.35M 0.67% 35
2015
Q1 		$394K Sell
3,755
-2,600
-41% -$262K 0.15% 80
2014
Q4 		$599K Buy
6,355
+385
+6% +$34.7K 0.23% 59
2014
Q3 		$532K Hold
5,970
– – 0.19% 60
2014
Q2 		$512K Hold
5,970
– – 0.22% 52
2014
Q1 		$483K Buy
+5,970
New +$463K 0.23% 46

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

IPG Investment Advisors's DIS Position: Q1 2026 in Review

IPG Investment Advisors reduced its Walt Disney (DIS) stake by 47% in Q1 2026, selling an estimated $1.44M and leaving 15,199 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #94.

IPG Investment Advisors first reported a position in DIS in Q1 2014 and has held it in 47 quarters since. The position peaked at $7.43M in Q4 2017. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • IPG Investment Advisors held 15,199 shares of Walt Disney worth $1.46M as of Q1 2026.
  • IPG Investment Advisors sold 13,591 Walt Disney shares in Q1 2026, an estimated $1.44M.
  • Walt Disney made up 0.25% of IPG Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • IPG Investment Advisors first reported a position in Walt Disney in Q1 2014 and has held it in 47 quarters since.
  • IPG Investment Advisors's Walt Disney position peaked at $7.43M in Q4 2017.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.