Mutual Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.08M | Buy |
63,120
+2,532
| +4% | +$268K | 0.13% | 160 |
|
|
2025
Q4 | $6.89M | Sell |
60,588
-7,246
| -11% | -$798K | 0.15% | 139 |
|
|
2025
Q3 | $7.67M | Sell |
67,834
-2,535
| -4% | -$299K | 0.17% | 117 |
|
|
2025
Q2 | $8.55M | Sell |
70,369
-11,565
| -14% | -$1.2M | 0.21% | 93 |
|
|
2025
Q1 | $7.4M | Sell |
81,934
-3,263
| -4% | -$351K | 0.21% | 93 |
|
|
2024
Q4 | $9.07M | Buy |
85,197
+1,246
| +1% | +$131K | 0.26% | 65 |
|
|
2024
Q3 | $8.01M | Buy |
83,951
+2,188
| +3% | +$201K | 0.23% | 76 |
|
|
2024
Q2 | $7.53M | Buy |
81,763
+5,283
| +7% | +$569K | 0.23% | 85 |
|
|
2024
Q1 | $9.36M | Sell |
76,480
-5,511
| -7% | -$576K | 0.3% | 60 |
|
|
2023
Q4 | $7.4M | Buy |
81,991
+1,350
| +2% | +$119K | 0.26% | 72 |
|
|
2023
Q3 | $6.54M | Sell |
80,641
-2,118
| -3% | -$181K | 0.25% | 75 |
|
|
2023
Q2 | $7.39M | Sell |
82,759
-726
| -0.9% | -$68.8K | 0.28% | 70 |
|
|
2023
Q1 | $8.36M | Buy |
83,485
+5,217
| +7% | +$526K | 0.34% | 51 |
|
|
2022
Q4 | $6.8M | Sell |
78,268
-1,152
| -1% | -$110K | 0.3% | 69 |
|
|
2022
Q3 | $7.49M | Buy |
79,420
+20,555
| +35% | +$2.2M | 0.39% | 44 |
|
|
2022
Q2 | $5.56M | Sell |
58,865
-2,870
| -5% | -$319K | 0.37% | 58 |
|
|
2022
Q1 | $8.47M | Sell |
61,735
-2,385
| -4% | -$345K | 0.47% | 35 |
|
|
2021
Q4 | $9.93M | Buy |
64,120
+4,728
| +8% | +$764K | 0.53% | 27 |
|
|
2021
Q3 | $10M | Buy |
59,392
+1,990
| +3% | +$355K | 0.59% | 22 |
|
|
2021
Q2 | $10.1M | Buy |
57,402
+9,273
| +19% | +$1.67M | 0.6% | 25 |
|
|
2021
Q1 | $8.88M | Sell |
48,129
-1,491
| -3% | -$275K | 0.61% | 23 |
|
|
2020
Q4 | $8.99M | Sell |
49,620
-2,162
| -4% | -$310K | 0.67% | 21 |
|
|
2020
Q3 | $6.42M | Buy |
51,782
+406
| +0.8% | +$50.7K | 0.56% | 29 |
|
|
2020
Q2 | $5.73M | Buy |
51,376
+16,955
| +49% | +$1.87M | 0.56% | 27 |
|
|
2020
Q1 | $3.33M | Sell |
34,421
-567
| -2% | -$71.7K | 0.45% | 44 |
|
|
2019
Q4 | $5.06M | Buy |
34,988
+2,756
| +9% | +$385K | 0.54% | 35 |
|
|
2019
Q3 | $4.2M | Buy |
32,232
+1,716
| +6% | +$237K | 0.55% | 33 |
|
|
2019
Q2 | $4.26M | Buy |
30,516
+1,057
| +4% | +$140K | 0.55% | 30 |
|
|
2019
Q1 | $3.27M | Buy |
29,459
+275
| +0.9% | +$30.7K | 0.48% | 39 |
|
|
2018
Q4 | $3.2M | Buy |
29,184
+1,431
| +5% | +$163K | 0.63% | 27 |
|
|
2018
Q3 | $3.25M | Buy |
27,753
+6,122
| +28% | +$681K | 0.49% | 36 |
|
|
2018
Q2 | $2.27M | Buy |
21,631
+5,613
| +35% | +$574K | 0.52% | 39 |
|
|
2018
Q1 | $1.61M | Buy |
16,018
+2,041
| +15% | +$217K | 0.41% | 53 |
|
|
2017
Q4 | $1.5M | Buy |
+13,977
| New | +$1.44M | 0.57% | 48 |
|
Other funds holding DIS
VCM
VPM
Mutual Advisors's DIS Position: Q1 2026 in Review
Mutual Advisors increased its Walt Disney (DIS) stake by 4.2% in Q1 2026, buying an estimated $268K and bringing the position to 63,120 shares worth $6.08M. The position accounts for 0.13% of the portfolio, ranked #160.
Mutual Advisors first reported a position in DIS in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.1M in Q2 2021. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Mutual Advisors held 63,120 shares of Walt Disney worth $6.08M as of Q1 2026.
- Mutual Advisors bought 2,532 Walt Disney shares in Q1 2026, an estimated $268K.
- Walt Disney made up 0.13% of Mutual Advisors's portfolio in Q1 2026, its #160 holding.
- Mutual Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Walt Disney position peaked at $10.1M in Q2 2021.
- 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.