IRON Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,859
| Closed | -$212K | – | 150 |
|
|
2025
Q4 | $212K | Buy |
1,859
+20
| +1% | +$2.2K | 0.1% | 126 |
|
|
2025
Q3 | $211K | Sell |
1,839
-88
| -5% | -$10.4K | 0.1% | 128 |
|
|
2025
Q2 | $239K | Buy |
+1,927
| New | +$200K | 0.12% | 103 |
|
|
2025
Q1 | – | Sell |
-1,823
| Closed | -$203K | – | 122 |
|
|
2024
Q4 | $203K | Buy |
+1,823
| New | +$192K | 0.11% | 99 |
|
|
2024
Q3 | – | Sell |
-2,171
| Closed | -$216K | – | 113 |
|
|
2024
Q2 | $216K | Buy |
2,171
+500
| +30% | +$53.8K | 0.12% | 92 |
|
|
2024
Q1 | $204K | Buy |
+1,671
| New | +$175K | 0.11% | 92 |
|
|
2022
Q2 | – | Sell |
-2,968
| Closed | -$407K | – | 99 |
|
|
2022
Q1 | $407K | Buy |
2,968
+52
| +2% | +$7.52K | 0.19% | 73 |
|
|
2021
Q4 | $452K | Buy |
2,916
+174
| +6% | +$28.1K | 0.2% | 64 |
|
|
2021
Q3 | $464K | Buy |
2,742
+13
| +0.5% | +$2.32K | 0.22% | 59 |
|
|
2021
Q2 | $480K | Sell |
2,729
-87
| -3% | -$15.6K | 0.22% | 58 |
|
|
2021
Q1 | $520K | Sell |
2,816
-353
| -11% | -$65.1K | 0.27% | 39 |
|
|
2020
Q4 | $574K | Sell |
3,169
-117
| -4% | -$16.8K | 0.29% | 33 |
|
|
2020
Q3 | $408K | Sell |
3,286
-597
| -15% | -$74.6K | 0.23% | 49 |
|
|
2020
Q2 | $433K | Buy |
3,883
+386
| +11% | +$42.6K | 0.22% | 53 |
|
|
2020
Q1 | $338K | Sell |
3,497
-1,289
| -27% | -$163K | 0.21% | 69 |
|
|
2019
Q4 | $692K | Buy |
4,786
+724
| +18% | +$101K | 0.33% | 37 |
|
|
2019
Q3 | $529K | Buy |
4,062
+18
| +0.4% | +$2.49K | 0.39% | 45 |
|
|
2019
Q2 | $449K | Buy |
4,044
+1,005
| +33% | +$133K | 0.42% | 53 |
|
|
2019
Q1 | $337K | Buy |
3,039
+22
| +0.7% | +$2.46K | 0.21% | 65 |
|
|
2018
Q4 | $331K | Sell |
3,017
-200
| -6% | -$22.7K | 0.26% | 57 |
|
|
2018
Q3 | $376K | Sell |
3,217
-106,897
| -97% | -$11.9M | 0.25% | 58 |
|
|
2018
Q2 | $439K | Buy |
110,114
+106,000
| +2,577% | +$10.8M | 0.24% | 66 |
|
|
2018
Q1 | $413K | Buy |
4,114
+804
| +24% | +$85.4K | 0.27% | 64 |
|
|
2017
Q4 | $356K | Hold |
3,310
| – | – | 0.25% | 58 |
|
|
2017
Q3 | $326K | Buy |
3,310
+5
| +0.2% | +$514 | 0.25% | 57 |
|
|
2017
Q2 | $351K | Hold |
3,305
| – | – | 0.31% | 60 |
|
|
2017
Q1 | $375K | Sell |
3,305
-90
| -3% | -$9.91K | 0.27% | 62 |
|
|
2016
Q4 | $354K | Buy |
3,395
+20
| +0.6% | +$1.95K | 0.24% | 59 |
|
|
2016
Q3 | $313K | Buy |
3,375
+825
| +32% | +$79K | 0.38% | 54 |
|
|
2016
Q2 | $249K | Hold |
2,550
| – | – | 0.32% | 56 |
|
|
2016
Q1 | $253K | Buy |
2,550
+239
| +10% | +$23.1K | 0.26% | 69 |
|
|
2015
Q4 | $243K | Hold |
2,311
| – | – | 0.21% | 78 |
|
|
2015
Q3 | $236K | Buy |
2,311
+180
| +8% | +$19.6K | 0.16% | 74 |
|
|
2015
Q2 | $243K | Hold |
2,131
| – | – | 0.23% | 61 |
|
|
2015
Q1 | $224K | Sell |
2,131
-180
| -8% | -$18.2K | 0.17% | 65 |
|
|
2014
Q4 | $2.18K | Buy |
+2,311
| New | +$208K | 0.22% | 62 |
|
Other funds holding DIS
VCM
VPM
IRON Financial's DIS Position: Q1 2026 in Review
IRON Financial sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,859 shares — an estimated $212K sold.
IRON Financial first reported a position in DIS in Q4 2014 and held it in 36 quarters. The position peaked at $692K in Q4 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- IRON Financial reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
- IRON Financial sold 1,859 Walt Disney shares in Q1 2026, an estimated $212K.
- IRON Financial first reported a position in Walt Disney in Q4 2014 and held it in 36 quarters.
- IRON Financial's Walt Disney position peaked at $692K in Q4 2019.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.