MAI Capital Management’s Walt Disney DIS Stock Holding History

MAI 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	–	Hold	0	–	–	–	2149
2025 Q4	–	Hold	0	–	–	–	1838
2025 Q3	–	Hold	0	–	–	–	1412
2025 Q2	–	Hold	0	–	–	–	1310
2025 Q1	–	Hold	0	–	–	–	1298
2024 Q4	–	Hold	0	–	–	–	1345
2022 Q1	–	Sell	-1,300	Closed	-$201K	–	944
2021 Q4	$201K	Sell	1,300 -200	-13%	-$32.3K	﹤0.01%	831
2021 Q3	$254K	Buy	1,500 +1,000	+200%	+$178K	﹤0.01%	663
2021 Q2	$88K	Hold	500	–	–	﹤0.01%	731
2021 Q1	$92K	Buy	+500	New	+$92.2K	﹤0.01%	696
2020 Q4	–	Sell	-3,100	Closed	-$385K	–	683
2020 Q3	$385K	Sell	3,100 -11,300	-78%	-$1.41M	0.01%	438
2020 Q2	$1.61M	Hold	14,400	–	–	0.05%	198
2020 Q1	$1.39M	Buy	+14,400	New	+$1.82M	0.06%	187

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

MAI Capital Management's DIS Position: Q1 2026 in Review

MAI Capital Management increased its Walt Disney (DIS) stake by 0.4% in Q1 2026, buying an estimated $88.5K and bringing the position to 207,971 shares worth $20M. The position accounts for 0.11% of the portfolio, ranked #166.

MAI Capital Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.7M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

MAI Capital Management held 207,971 shares of Walt Disney worth $20M as of Q1 2026.
MAI Capital Management bought 837 Walt Disney shares in Q1 2026, an estimated $88.5K.
Walt Disney made up 0.11% of MAI Capital Management's portfolio in Q1 2026, its #166 holding.
MAI Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
MAI Capital Management's Walt Disney position peaked at $37.7M in Q4 2021.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.