Monetta Financial Services’s Walt Disney DIS Stock Holding History

Monetta Financial Services’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	$1.33M	Hold	13,800	–	–	1.03%	34
2025 Q4	$1.57M	Hold	13,800	–	–	1.12%	22
2025 Q3	$1.58M	Sell	13,800 -6,700	-33%	-$789K	1.11%	21
2025 Q2	$2.54M	Buy	20,500 +2,000	+11%	+$208K	1.85%	13
2025 Q1	$1.83M	Hold	18,500	–	–	1.62%	14
2024 Q4	$2.06M	Buy	18,500 +7,000	+61%	+$735K	1.66%	14
2024 Q3	$1.11M	Sell	11,500 -2,500	-18%	-$230K	0.94%	24
2024 Q2	$1.39M	Hold	14,000	–	–	1.2%	17
2024 Q1	$1.71M	Buy	14,000 +2,000	+17%	+$209K	1.55%	15
2023 Q4	$1.08M	Buy	+12,000	New	+$1.06M	1.03%	25
2023 Q2	–	Sell	-19,000	Closed	-$1.9M	–	55
2023 Q1	$1.9M	Buy	19,000 +5,000	+36%	+$504K	2.03%	14
2022 Q4	$1.22M	Buy	14,000 +1,000	+8%	+$95.6K	1.4%	14
2022 Q3	$1.23M	Buy	+13,000	New	+$1.39M	1.4%	15
2022 Q2	–	Sell	-5,000	Closed	-$686K	–	67
2022 Q1	$686K	Buy	+5,000	New	+$723K	0.57%	39
2021 Q4	–	Sell	-25,000	Closed	-$4.23M	–	51
2021 Q3	$4.23M	Hold	25,000	–	–	3.42%	10
2021 Q2	$4.39M	Hold	25,000	–	–	3.39%	10
2021 Q1	$4.61M	Hold	25,000	–	–	3.65%	9
2020 Q4	$4.53M	Hold	25,000	–	–	3.54%	8
2020 Q3	$3.1M	Hold	25,000	–	–	2.62%	11
2020 Q2	$2.79M	Hold	25,000	–	–	2.45%	10
2020 Q1	$2.42M	Buy	25,000 +10,000	+67%	+$1.26M	2.48%	11
2019 Q4	$2.17M	Sell	15,000 -9,000	-38%	-$1.26M	1.62%	17
2019 Q3	$3.13M	Hold	24,000	–	–	2.25%	14
2019 Q2	$3.35M	Buy	24,000 +9,000	+60%	+$1.19M	2.3%	14
2019 Q1	$1.67M	Hold	15,000	–	–	1.2%	21
2018 Q4	$1.65M	Hold	15,000	–	–	1.28%	20
2018 Q3	$1.75M	Buy	+15,000	New	+$1.67M	1.07%	22
2018 Q2	–	Sell	-23,000	Closed	-$2.31M	–	46
2018 Q1	$2.31M	Sell	23,000 -7,000	-23%	-$744K	1.24%	27
2017 Q4	$3.23M	Buy	+30,000	New	+$3.09M	1.67%	27
2017 Q3	–	Sell	-21,000	Closed	-$2.23M	–	50
2017 Q2	$2.23M	Sell	21,000 -4,000	-16%	-$438K	1.26%	27
2017 Q1	$2.83M	Hold	25,000	–	–	1.64%	20
2016 Q4	$2.6M	Buy	+25,000	New	+$2.44M	1.6%	20
2016 Q3	–	Sell	-15,000	Closed	-$1.47M	–	67
2016 Q2	$1.47M	Sell	15,000 -9,000	-38%	-$900K	0.93%	41
2016 Q1	$2.38M	Sell	24,000 -46,000	-66%	-$4.44M	1.48%	17
2015 Q4	$7.36M	Sell	70,000 -10,000	-13%	-$1.11M	4.32%	3
2015 Q3	$8.18M	Hold	80,000	–	–	5.03%	3
2015 Q2	$9.13M	Buy	80,000 +10,000	+14%	+$1.1M	5.18%	3
2015 Q1	$7.34M	Hold	70,000	–	–	3.91%	4
2014 Q4	$6.59M	Hold	70,000	–	–	3.41%	9
2014 Q3	$6.23M	Buy	70,000 +15,000	+27%	+$1.32M	3.27%	10
2014 Q2	$4.72M	Buy	55,000 +7,000	+15%	+$572K	2.47%	10
2014 Q1	$3.84M	Hold	48,000	–	–	2.08%	10
2013 Q4	$3.67M	Hold	48,000	–	–	2.12%	11
2013 Q3	$3.1M	Hold	48,000	–	–	2.39%	12
2013 Q2	$3.03M	Buy	+48,000	New	+$3.03M	2.71%	7

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

Monetta Financial Services's DIS Position: Q1 2026 in Review

Monetta Financial Services held its Walt Disney (DIS) position steady in Q1 2026 at 13,800 shares worth $1.33M. The position accounts for 1.03% of the portfolio, ranked #34.

Monetta Financial Services first reported a position in DIS in Q2 2013 and has held it in 45 quarters since. The position peaked at $9.13M in Q2 2015. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Monetta Financial Services held 13,800 shares of Walt Disney worth $1.33M as of Q1 2026.
Monetta Financial Services left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 1.03% of Monetta Financial Services's portfolio in Q1 2026, its #34 holding.
Monetta Financial Services first reported a position in Walt Disney in Q2 2013 and has held it in 45 quarters since.
Monetta Financial Services's Walt Disney position peaked at $9.13M in Q2 2015.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Monetta Financial Services's 13F filing for Q1 2026, filed 13 May 2026.