Oarsman Capital’s Walt Disney DIS Stock Holding History

Oarsman Capital’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	$2M	Buy	20,729 +71	+0.3%	+$7.5K	0.25%	66
2025 Q4	$2.35M	Buy	20,658 +358	+2%	+$39.4K	0.31%	57
2025 Q3	$2.32M	Buy	20,300 +7,197	+55%	+$848K	0.33%	56
2025 Q2	$1.62M	Buy	13,103 +465	+4%	+$48.3K	0.25%	78
2025 Q1	$1.25M	Buy	12,638 +11,422	+939%	+$1.23M	0.22%	86
2024 Q4	$135K	Sell	1,216 -21	-2%	-$2.21K	0.02%	287
2024 Q3	$119K	Buy	+1,237	New	+$114K	0.02%	310
2023 Q3	–	Sell	-2,469	Closed	-$220K	–	180
2023 Q2	$220K	Buy	2,469 +29	+1%	+$2.75K	0.1%	162
2023 Q1	$244K	Buy	+2,440	New	+$246K	0.11%	152
2022 Q2	–	Sell	-5,049	Closed	-$692K	–	167
2022 Q1	$692K	Buy	5,049 +3,368	+200%	+$487K	0.27%	96
2021 Q4	$260K	Sell	1,681 -3,323	-66%	-$537K	0.1%	153
2021 Q3	$846K	Sell	5,004 -140	-3%	-$25K	0.34%	85
2021 Q2	$904K	Buy	5,144 +325	+7%	+$58.5K	0.36%	85
2021 Q1	$889K	Sell	4,819 -110	-2%	-$20.3K	0.38%	83
2020 Q4	$893K	Buy	4,929 +55	+1%	+$7.89K	0.35%	80
2020 Q3	$605K	Hold	4,874	–	–	0.27%	90
2020 Q2	$544K	Buy	4,874 +780	+19%	+$86.1K	0.27%	87
2020 Q1	$395K	Sell	4,094 -779	-16%	-$98.5K	0.36%	69
2019 Q4	$705K	Hold	4,873	–	–	0.32%	82
2019 Q3	$635K	Buy	4,873 +122	+3%	+$16.9K	0.3%	87
2019 Q2	$663K	Buy	4,751 +107	+2%	+$14.2K	0.3%	85
2019 Q1	$516K	Sell	4,644 -163	-3%	-$18.2K	0.25%	101
2018 Q4	$527K	Hold	4,807	–	–	0.27%	99
2018 Q3	$562K	Hold	4,807	–	–	0.23%	104
2018 Q2	$504K	Sell	4,807 -80	-2%	-$8.18K	0.23%	111
2018 Q1	$491K	Buy	4,887 +100	+2%	+$10.6K	0.22%	113
2017 Q4	$515K	Sell	4,787 -200	-4%	-$20.6K	0.22%	112
2017 Q3	$492K	Buy	4,987 +175	+4%	+$18K	0.21%	112
2017 Q2	$511K	Hold	4,812	–	–	0.23%	104
2017 Q1	$546K	Sell	4,812 -250	-5%	-$27.5K	0.25%	99
2016 Q4	$528K	Hold	5,062	–	–	0.34%	87
2016 Q3	$470K	Sell	5,062 -99	-2%	-$9.48K	0.24%	107
2016 Q2	$505K	Buy	5,161 +15	+0.3%	+$1.5K	0.26%	99
2016 Q1	$511K	Sell	5,146 -200	-4%	-$19.3K	0.27%	99
2015 Q4	$562K	Sell	5,346 -70	-1%	-$7.8K	0.31%	93
2015 Q3	$554K	Sell	5,416 -150	-3%	-$16.3K	0.33%	97
2015 Q2	$635K	Sell	5,566 -55	-1%	-$6.04K	0.43%	77
2015 Q1	$590K	Sell	5,621 -200	-3%	-$20.2K	0.41%	83
2014 Q4	$548K	Hold	5,821	–	–	0.4%	86
2014 Q3	$518K	Hold	5,821	–	–	0.38%	96
2014 Q2	$499K	Hold	5,821	–	–	0.36%	100
2014 Q1	$466K	Buy	5,821 +66	+1%	+$5.12K	0.36%	106
2013 Q4	$440K	Buy	5,755 +48	+0.8%	+$3.33K	0.35%	105
2013 Q3	$368K	Hold	5,707	–	–	0.32%	107
2013 Q2	$360K	Buy	+5,707	New	+$361K	0.34%	107

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

Oarsman Capital's DIS Position: Q1 2026 in Review

Oarsman Capital increased its Walt Disney (DIS) stake by 0.34% in Q1 2026, buying an estimated $7.5K and bringing the position to 20,729 shares worth $2M. The position accounts for 0.25% of the portfolio, ranked #66.

Oarsman Capital first reported a position in DIS in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.35M in Q4 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Oarsman Capital held 20,729 shares of Walt Disney worth $2M as of Q1 2026.
Oarsman Capital bought 71 Walt Disney shares in Q1 2026, an estimated $7.5K.
Walt Disney made up 0.25% of Oarsman Capital's portfolio in Q1 2026, its #66 holding.
Oarsman Capital first reported a position in Walt Disney in Q2 2013 and has held it in 45 quarters since.
Oarsman Capital's Walt Disney position peaked at $2.35M in Q4 2025.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.