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Midwest Trust’s Walt Disney DIS Stock Holding History

Midwest Trust’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 		$12.7M Sell
131,970
-1,196
-0.9% -$126K 0.16% 135
2025
Q4 		$15.2M Sell
133,166
-2,095
-2% -$231K 0.19% 119
2025
Q3 		$15.5M Sell
135,261
-4,627
-3% -$545K 0.2% 119
2025
Q2 		$17.3M Buy
+139,888
New +$14.5M 0.24% 107

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

Midwest Trust's DIS Position: Q1 2026 in Review

Midwest Trust reduced its Walt Disney (DIS) stake by 0.9% in Q1 2026, selling an estimated $126K and leaving 131,970 shares worth $12.7M. The position accounts for 0.16% of the portfolio, ranked #135.

Midwest Trust first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.3M in Q2 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Midwest Trust held 131,970 shares of Walt Disney worth $12.7M as of Q1 2026.
  • Midwest Trust sold 1,196 Walt Disney shares in Q1 2026, an estimated $126K.
  • Walt Disney made up 0.16% of Midwest Trust's portfolio in Q1 2026, its #135 holding.
  • Midwest Trust first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Walt Disney position peaked at $17.3M in Q2 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.