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Jaffetilchin Investment Partners’s Walt Disney DIS Stock Holding History

Jaffetilchin Investment Partners’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 		$1.88M Sell
19,454
-1,392
-7% -$147K 0.11% 129
2025
Q4 		$2.37M Sell
20,846
-157
-0.7% -$17.3K 0.14% 108
2025
Q3 		$2.4M Sell
21,003
-2,003
-9% -$236K 0.14% 107
2025
Q2 		$2.85M Sell
23,006
-9,752
-30% -$1.01M 0.19% 90
2025
Q1 		$3.23M Sell
32,758
-1,669
-5% -$179K 0.23% 72
2024
Q4 		$3.83M Buy
34,427
+22,556
+190% +$2.37M 0.28% 59
2024
Q3 		$1.14M Buy
11,871
+147
+1% +$13.5K 0.09% 135
2024
Q2 		$1.16M Sell
11,724
-6,189
-35% -$666K 0.1% 122
2024
Q1 		$2.19M Buy
17,913
+4,864
+37% +$508K 0.2% 81
2023
Q4 		$1.18M Buy
13,049
+9,198
+239% +$811K 0.11% 119
2023
Q3 		$312K Sell
3,851
-231
-6% -$19.7K 0.03% 257
2023
Q2 		$364K Sell
4,082
-131
-3% -$12.4K 0.04% 250
2023
Q1 		$422K Buy
4,213
+4
+0.1% +$403 0.05% 229
2022
Q4 		$366K Sell
4,209
-916
-18% -$87.6K 0.04% 237
2022
Q3 		$483K Buy
+5,125
New +$548K 0.06% 180
2022
Q2 		– Sell
-5,872
Closed -$652K – 326
2022
Q1 		$613K Sell
5,872
-3,952
-40% -$571K 0.07% 162
2021
Q4 		$1.52M Sell
9,824
-479
-5% -$77.4K 0.14% 98
2021
Q3 		$1.74M Sell
10,303
-378
-4% -$67.4K 0.19% 86
2021
Q2 		$1.88M Buy
10,681
+80
+0.8% +$14.4K 0.13% 119
2021
Q1 		$1.96M Buy
10,601
+4,119
+64% +$760K 0.23% 78
2020
Q4 		$1.17M Sell
6,482
-2,067
-24% -$297K 0.17% 95
2020
Q3 		$1.06M Buy
8,549
+902
+12% +$113K 0.2% 69
2020
Q2 		$853K Buy
7,647
+3,195
+72% +$353K 0.19% 75
2020
Q1 		$430K Sell
4,452
-65
-1% -$8.22K 0.15% 92
2019
Q4 		$653K Sell
4,517
-724
-14% -$101K 0.14% 103
2019
Q3 		$683K Sell
5,241
-3,294
-39% -$455K 0.16% 88
2019
Q2 		$1.19M Sell
8,535
-4,293
-33% -$569K 0.28% 56
2019
Q1 		$1.42M Buy
12,828
+1,453
+13% +$162K 0.32% 45
2018
Q4 		$1.25M Sell
11,375
-3,817
-25% -$434K 0.31% 45
2018
Q3 		$1.78M Buy
15,192
+3,612
+31% +$402K 0.38% 41
2018
Q2 		$1.21M Buy
11,580
+8,707
+303% +$890K 0.27% 65
2018
Q1 		$289K Sell
2,873
-2,271
-44% -$241K 0.06% 259
2017
Q4 		$553K Buy
+5,144
New +$530K 0.18% 102
2017
Q3 		– Sell
-6,773
Closed -$720K – 287
2017
Q2 		$720K Sell
6,773
-519
-7% -$56.8K 0.24% 76
2017
Q1 		$827K Buy
7,292
+206
+3% +$22.7K 0.21% 77
2016
Q4 		$738K Buy
7,086
+3,950
+126% +$385K 0.22% 74
2016
Q3 		$291K Sell
3,136
-16
-0.5% -$1.53K 0.09% 176
2016
Q2 		$308K Buy
3,152
+4
+0.1% +$400 0.09% 176
2016
Q1 		$313K Sell
3,148
-207
-6% -$20K 0.1% 137
2015
Q4 		$353K Buy
+3,355
New +$374K 0.11% 128
2014
Q4 		– Sell
-6,142
Closed -$547K – 203
2014
Q3 		$547K Buy
+6,142
New +$542K 0.2% 66

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

Jaffetilchin Investment Partners's DIS Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Walt Disney (DIS) stake by 6.7% in Q1 2026, selling an estimated $147K and leaving 19,454 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #129.

Jaffetilchin Investment Partners first reported a position in DIS in Q3 2014 and has held it in 41 quarters since. The position peaked at $3.83M in Q4 2024. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Jaffetilchin Investment Partners held 19,454 shares of Walt Disney worth $1.88M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,392 Walt Disney shares in Q1 2026, an estimated $147K.
  • Walt Disney made up 0.11% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #129 holding.
  • Jaffetilchin Investment Partners first reported a position in Walt Disney in Q3 2014 and has held it in 41 quarters since.
  • Jaffetilchin Investment Partners's Walt Disney position peaked at $3.83M in Q4 2024.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.