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Klingman & Associates’s Walt Disney DIS Stock Holding History

Klingman & Associates’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 		$634K Buy
6,577
+178
+3% +$18.8K 0.03% 173
2025
Q4 		$728K Sell
6,399
-647
-9% -$71.3K 0.04% 153
2025
Q3 		$807K Buy
7,046
+352
+5% +$41.5K 0.04% 141
2025
Q2 		$830K Buy
6,694
+744
+13% +$77.3K 0.05% 126
2025
Q1 		$587K Sell
5,950
-218
-4% -$23.4K 0.04% 139
2024
Q4 		$687K Sell
6,168
-1,539
-20% -$162K 0.04% 123
2024
Q3 		$741K Buy
7,707
+2,174
+39% +$200K 0.05% 127
2024
Q2 		$549K Buy
5,533
+1,679
+44% +$181K 0.04% 135
2024
Q1 		$472K Buy
3,854
+159
+4% +$16.6K 0.03% 142
2023
Q4 		$334K Buy
3,695
+311
+9% +$27.4K 0.02% 177
2023
Q3 		$274K Sell
3,384
-665
-16% -$56.8K 0.02% 187
2023
Q2 		$361K Sell
4,049
-135
-3% -$12.8K 0.03% 154
2023
Q1 		$419K Sell
4,184
-243
-5% -$24.5K 0.04% 133
2022
Q4 		$385K Sell
4,427
-499
-10% -$47.7K 0.03% 139
2022
Q3 		$465K Buy
4,926
+101
+2% +$10.8K 0.05% 113
2022
Q2 		$455K Buy
4,825
+100
+2% +$11.1K 0.04% 115
2022
Q1 		$649K Sell
4,725
-432
-8% -$62.5K 0.06% 97
2021
Q4 		$799K Buy
5,157
+125
+2% +$20.2K 0.07% 82
2021
Q3 		$851K Buy
5,032
+72
+1% +$12.8K 0.08% 77
2021
Q2 		$872K Sell
4,960
-26
-0.5% -$4.68K 0.08% 73
2021
Q1 		$920K Buy
4,986
+224
+5% +$41.3K 0.1% 65
2020
Q4 		$863K Buy
4,762
+15
+0.3% +$2.15K 0.1% 63
2020
Q3 		$589K Buy
4,747
+754
+19% +$94.2K 0.08% 74
2020
Q2 		$445K Sell
3,993
-153
-4% -$16.9K 0.07% 81
2020
Q1 		$401K Sell
4,146
-256
-6% -$32.4K 0.08% 81
2019
Q4 		$637K Buy
4,402
+557
+14% +$77.7K 0.1% 69
2019
Q3 		$501K Buy
3,845
+18
+0.5% +$2.49K 0.09% 70
2019
Q2 		$534K Buy
3,827
+315
+9% +$41.8K 0.1% 69
2019
Q1 		$390K Buy
3,512
+2
+0.1% +$224 0.08% 82
2018
Q4 		$385K Hold
3,510
– – 0.09% 71
2018
Q3 		$410K Buy
3,510
+1
+0% +$111 0.08% 71
2018
Q2 		$368K Hold
3,509
– – 0.08% 76
2018
Q1 		$352K Buy
3,509
+2
+0.1% +$213 0.08% 77
2017
Q4 		$377K Hold
3,507
– – 0.08% 85
2017
Q3 		$346K Sell
3,507
-3
-0.1% -$309 0.09% 72
2017
Q2 		$373K Sell
3,510
-492
-12% -$53.9K 0.1% 67
2017
Q1 		$454K Buy
4,002
+101
+3% +$11.1K 0.13% 61
2016
Q4 		$407K Sell
3,901
-130
-3% -$12.7K 0.12% 61
2016
Q3 		$374K Buy
4,031
+132
+3% +$12.6K 0.11% 67
2016
Q2 		$381K Hold
3,899
– – 0.12% 65
2016
Q1 		$387K Buy
3,899
+1
+0% +$97 0.14% 68
2015
Q4 		$410K Hold
3,898
– – 0.15% 68
2015
Q3 		$398K Hold
3,898
– – 0.16% 68
2015
Q2 		$445K Buy
3,898
+181
+5% +$19.9K 0.18% 55
2015
Q1 		$390K Hold
3,717
– – 0.16% 59
2014
Q4 		$350K Buy
+3,717
New +$335K 0.15% 64

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

Klingman & Associates's DIS Position: Q1 2026 in Review

Klingman & Associates increased its Walt Disney (DIS) stake by 2.8% in Q1 2026, buying an estimated $18.8K and bringing the position to 6,577 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #173.

Klingman & Associates first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $920K in Q1 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Klingman & Associates held 6,577 shares of Walt Disney worth $634K as of Q1 2026.
  • Klingman & Associates bought 178 Walt Disney shares in Q1 2026, an estimated $18.8K.
  • Walt Disney made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #173 holding.
  • Klingman & Associates first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's Walt Disney position peaked at $920K in Q1 2021.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.