Mark Sheptoff Financial Planning’s Walt Disney DIS Stock Holding History

Mark Sheptoff Financial Planning’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	$189K	Hold	1,880	–	–	0.1%	102
2025 Q4	$214K	Hold	1,880	–	–	0.1%	100
2025 Q3	$215K	Hold	1,880	–	–	0.1%	101
2025 Q2	$233K	Hold	1,880	–	–	0.12%	89
2025 Q1	$186K	Sell	1,880 -71	-4%	-$7.63K	0.1%	87
2024 Q4	$217K	Hold	1,951	–	–	0.12%	89
2024 Q3	$188K	Sell	1,951 -40	-2%	-$3.68K	0.1%	95
2024 Q2	$198K	Hold	1,991	–	–	0.11%	92
2024 Q1	$244K	Sell	1,991 -100	-5%	-$10.4K	0.14%	86
2023 Q4	$189K	Sell	2,091 -600	-22%	-$52.9K	0.11%	94
2023 Q3	$218K	Sell	2,691 -22	-0.8%	-$1.88K	0.14%	82
2023 Q2	$242K	Sell	2,713 -375	-12%	-$35.5K	0.14%	84
2023 Q1	$309K	Buy	3,088 +16	+0.5%	+$1.61K	0.18%	78
2022 Q4	$267K	Hold	3,072	–	–	0.16%	79
2022 Q3	$290K	Hold	3,072	–	–	0.18%	75
2022 Q2	$290K	Sell	3,072 -800	-21%	-$88.8K	0.17%	77
2022 Q1	$531K	Hold	3,872	–	–	0.27%	65
2021 Q4	$600K	Buy	3,872 +33	+0.9%	+$5.33K	0.29%	58
2021 Q3	$649K	Sell	3,839 -250	-6%	-$44.6K	0.36%	53
2021 Q2	$719K	Hold	4,089	–	–	0.39%	46
2021 Q1	$755K	Sell	4,089 -350	-8%	-$64.5K	0.43%	47
2020 Q4	$804K	Buy	4,439 +156	+4%	+$22.4K	0.46%	46
2020 Q3	$531K	Hold	4,283	–	–	0.33%	50
2020 Q2	$478K	Buy	4,283 +150	+4%	+$16.6K	0.31%	52
2020 Q1	$399K	Buy	4,133 +59	+1%	+$7.46K	0.3%	53
2019 Q4	$589K	Buy	4,074 +3	+0.1%	+$419	0.37%	51
2019 Q3	$531K	Sell	4,071 -1,150	-22%	-$159K	0.36%	51
2019 Q2	$729K	Buy	5,221 +1,100	+27%	+$146K	0.5%	40
2019 Q1	$458K	Buy	4,121 +476	+13%	+$53.2K	0.33%	59
2018 Q4	$400K	Sell	3,645 -600	-14%	-$68.2K	0.33%	58
2018 Q3	$496K	Hold	4,245	–	–	0.34%	61
2018 Q2	$445K	Hold	4,245	–	–	0.33%	69
2018 Q1	$426K	Hold	4,245	–	–	0.3%	73
2017 Q4	$456K	Hold	4,245	–	–	0.3%	71
2017 Q3	$418K	Hold	4,245	–	–	0.28%	72
2017 Q2	$451K	Sell	4,245 -1	-0%	-$110	0.31%	70
2017 Q1	$481K	Buy	4,246 +1	+0%	+$110	0.34%	67
2016 Q4	$442K	Hold	4,245	–	–	0.33%	68
2016 Q3	$394K	Hold	4,245	–	–	0.29%	66
2016 Q2	$415K	Sell	4,245 -400	-9%	-$40K	0.31%	63
2016 Q1	$461K	Sell	4,645 -5,130	-52%	-$495K	0.37%	60
2015 Q4	$1.03M	Buy	9,775 +4,055	+71%	+$452K	0.83%	31
2015 Q3	$585K	Sell	5,720 -3,650	-39%	-$397K	0.51%	54
2015 Q2	$1.07M	Buy	9,370 +4,825	+106%	+$530K	0.86%	34
2015 Q1	$477K	Hold	4,545	–	–	0.4%	60
2014 Q4	$428K	Hold	4,545	–	–	0.38%	63
2014 Q3	$405K	Hold	4,545	–	–	0.36%	72
2014 Q2	$390K	Hold	4,545	–	–	0.33%	73
2014 Q1	$364K	Buy	+4,545	New	+$352K	0.32%	73

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

Mark Sheptoff Financial Planning's DIS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Walt Disney (DIS) position steady in Q1 2026 at 1,880 shares worth $189K. The position accounts for 0.1% of the portfolio, ranked #102.

Mark Sheptoff Financial Planning first reported a position in DIS in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.07M in Q2 2015. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Mark Sheptoff Financial Planning held 1,880 shares of Walt Disney worth $189K as of Q1 2026.
Mark Sheptoff Financial Planning left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.1% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #102 holding.
Mark Sheptoff Financial Planning first reported a position in Walt Disney in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Walt Disney position peaked at $1.07M in Q2 2015.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.