Miller Investment Management’s Walt Disney DIS Stock Holding History

Miller Investment 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	$796K	Buy	8,261 +2,671	+48%	+$282K	0.08%	54
2025 Q4	$636K	Hold	5,590	–	–	0.06%	69
2025 Q3	$640K	Buy	5,590 +2,067	+59%	+$243K	0.06%	76
2025 Q2	$437K	Hold	3,523	–	–	0.05%	82
2025 Q1	$348K	Hold	3,523	–	–	0.04%	86
2024 Q4	$392K	Hold	3,523	–	–	0.04%	86
2024 Q3	$339K	Hold	3,523	–	–	0.04%	90
2024 Q2	$350K	Hold	3,523	–	–	0.04%	87
2024 Q1	$431K	Hold	3,523	–	–	0.06%	87
2023 Q4	$318K	Sell	3,523 -13,500	-79%	-$1.19M	0.05%	88
2023 Q3	$1.38M	Hold	17,023	–	–	0.22%	49
2023 Q2	$1.52M	Hold	17,023	–	–	0.23%	49
2023 Q1	$1.7M	Hold	17,023	–	–	0.28%	41
2022 Q4	$1.48M	Hold	17,023	–	–	0.25%	46
2022 Q3	$1.61M	Hold	17,023	–	–	0.34%	36
2022 Q2	$1.61M	Hold	17,023	–	–	0.33%	40
2022 Q1	$2.33M	Hold	17,023	–	–	0.37%	33
2021 Q4	$2.64M	Hold	17,023	–	–	0.38%	31
2021 Q3	$2.88M	Hold	17,023	–	–	0.49%	28
2021 Q2	$2.99M	Hold	17,023	–	–	0.52%	21
2021 Q1	$3.14M	Hold	17,023	–	–	0.58%	18
2020 Q4	$3.08M	Hold	17,023	–	–	0.57%	17
2020 Q3	$2.11M	Hold	17,023	–	–	0.52%	21
2020 Q2	$1.9M	Hold	17,023	–	–	0.56%	21
2020 Q1	$1.64M	Buy	17,023 +13,500	+383%	+$1.71M	0.53%	23
2019 Q4	$510K	Hold	3,523	–	–	0.11%	56
2019 Q3	$459K	Hold	3,523	–	–	0.1%	58
2019 Q2	$492K	Hold	3,523	–	–	0.11%	55
2019 Q1	$391K	Hold	3,523	–	–	0.1%	60
2018 Q4	$386K	Hold	3,523	–	–	0.11%	57
2018 Q3	$412K	Hold	3,523	–	–	0.12%	58
2018 Q2	$369K	Hold	3,523	–	–	0.11%	67
2018 Q1	$354K	Hold	3,523	–	–	0.12%	63
2017 Q4	$379K	Hold	3,523	–	–	0.12%	59
2017 Q3	$347K	Hold	3,523	–	–	0.11%	60
2017 Q2	$374K	Sell	3,523 -50	-1%	-$5.47K	0.13%	56
2017 Q1	$405K	Hold	3,573	–	–	0.15%	53
2016 Q4	$372K	Sell	3,573 -50	-1%	-$4.88K	0.12%	56
2016 Q3	$336K	Sell	3,623 -3,520	-49%	-$337K	0.12%	60
2016 Q2	$699K	Buy	7,143 +100	+1%	+$10K	0.27%	38
2016 Q1	$699K	Hold	7,043	–	–	0.31%	37
2015 Q4	$740K	Hold	7,043	–	–	0.29%	36
2015 Q3	$720K	Sell	7,043 -6,100	-46%	-$664K	0.29%	39
2015 Q2	$1.5M	Hold	13,143	–	–	0.56%	26
2015 Q1	$1.38M	Hold	13,143	–	–	0.5%	30
2014 Q4	$1.24M	Hold	13,143	–	–	0.47%	30
2014 Q3	$1.17M	Hold	13,143	–	–	0.56%	33
2014 Q2	$1.13M	Hold	13,143	–	–	0.5%	34
2014 Q1	$1.05M	Hold	13,143	–	–	0.59%	35
2013 Q4	$1M	Buy	13,143 +2,500	+23%	+$173K	0.56%	37
2013 Q3	$686K	Buy	10,643 +2,750	+35%	+$176K	0.41%	41
2013 Q2	$498K	Buy	+7,893	New	+$499K	0.35%	44

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

Miller Investment Management's DIS Position: Q1 2026 in Review

Miller Investment Management increased its Walt Disney (DIS) stake by 48% in Q1 2026, buying an estimated $282K and bringing the position to 8,261 shares worth $796K. The position accounts for 0.08% of the portfolio, ranked #54.

Miller Investment Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.14M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Miller Investment Management held 8,261 shares of Walt Disney worth $796K as of Q1 2026.
Miller Investment Management bought 2,671 Walt Disney shares in Q1 2026, an estimated $282K.
Walt Disney made up 0.08% of Miller Investment Management's portfolio in Q1 2026, its #54 holding.
Miller Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
Miller Investment Management's Walt Disney position peaked at $3.14M in Q1 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.