Joseph Group Capital Management’s Walt Disney DIS Stock Holding History

Joseph Group Capital Management’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	$38K	Buy	394 +7	+2%	+$740	0.01%	120
2025 Q4	$44K	Buy	+387	New	+$42.6K	0.01%	90
2025 Q3	–	Sell	-632	Closed	-$78.4K	–	99
2025 Q2	$78.4K	Buy	632 +132	+26%	+$13.7K	0.03%	67
2025 Q1	$49.4K	Hold	500	–	–	0.02%	71
2024 Q4	$55.7K	Buy	+500	New	+$52.5K	0.02%	67
2024 Q2	–	Sell	-500	Closed	-$61.2K	–	77
2024 Q1	$61.2K	Hold	500	–	–	0.03%	63
2023 Q4	$45.1K	Sell	500 -254	-34%	-$22.4K	0.03%	65
2023 Q3	$61.1K	Buy	754 +454	+151%	+$38.8K	0.04%	61
2023 Q2	$26.8K	Hold	300	–	–	0.02%	67
2023 Q1	$30K	Sell	300 -11,971	-98%	-$1.21M	0.03%	71
2022 Q4	$1.07M	Sell	12,271 -227	-2%	-$21.7K	1.01%	32
2022 Q3	$1.18M	Buy	12,498 +1,216	+11%	+$130K	1.29%	28
2022 Q2	$1.06M	Buy	11,282 +737	+7%	+$81.8K	1.07%	31
2022 Q1	$1.45M	Buy	10,545 +390	+4%	+$56.4K	1.46%	19
2021 Q4	$1.57M	Buy	+10,155	New	+$1.64M	1.51%	18

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

Joseph Group Capital Management's DIS Position: Q1 2026 in Review

Joseph Group Capital Management increased its Walt Disney (DIS) stake by 1.8% in Q1 2026, buying an estimated $740 and bringing the position to 394 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #120.

Joseph Group Capital Management first reported a position in DIS in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.57M in Q4 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Joseph Group Capital Management held 394 shares of Walt Disney worth $38K as of Q1 2026.
Joseph Group Capital Management bought 7 Walt Disney shares in Q1 2026, an estimated $740.
Walt Disney made up 0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #120 holding.
Joseph Group Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 15 quarters since.
Joseph Group Capital Management's Walt Disney position peaked at $1.57M in Q4 2021.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.