Leith Wheeler Investment Counsel’s Walt Disney DIS Stock Holding History

Leith Wheeler Investment Counsel’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	$30.7M	Buy	318,935 +23,388	+8%	+$2.47M	2.54%	6
2025 Q4	$33.6M	Buy	295,547 +7,598	+3%	+$837K	2.52%	7
2025 Q3	$33M	Sell	287,949 -39,950	-12%	-$4.71M	2.23%	8
2025 Q2	$40.7M	Sell	327,899 -36,459	-10%	-$3.79M	2.89%	4
2025 Q1	$36M	Buy	364,358 +21,499	+6%	+$2.31M	2.5%	9
2024 Q4	$38.2M	Sell	342,859 -38,768	-10%	-$4.07M	2.76%	7
2024 Q3	$36.7M	Buy	381,627 +193,632	+103%	+$17.8M	2.57%	10
2024 Q2	$18.7M	Buy	+187,995	New	+$20.2M	1.61%	11
2021 Q1	–	Sell	-1,769	Closed	-$408K	–	48
2020 Q4	$408K	Hold	1,769	–	–	0.06%	34
2020 Q3	$219K	Buy	+1,769	New	+$221K	0.05%	45

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

Leith Wheeler Investment Counsel's DIS Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its Walt Disney (DIS) stake by 7.9% in Q1 2026, buying an estimated $2.47M and bringing the position to 318,935 shares worth $30.7M. The position accounts for 2.54% of the portfolio, ranked #6.

Leith Wheeler Investment Counsel first reported a position in DIS in Q3 2020 and has held it in 10 quarters since. The position peaked at $40.7M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Leith Wheeler Investment Counsel held 318,935 shares of Walt Disney worth $30.7M as of Q1 2026.
Leith Wheeler Investment Counsel bought 23,388 Walt Disney shares in Q1 2026, an estimated $2.47M.
Walt Disney made up 2.54% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #6 holding.
Leith Wheeler Investment Counsel first reported a position in Walt Disney in Q3 2020 and has held it in 10 quarters since.
Leith Wheeler Investment Counsel's Walt Disney position peaked at $40.7M in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.