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Obermeyer Wealth Partners’s Walt Disney DIS Stock Holding History

Obermeyer Wealth Partners’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 		$1.04M Buy
10,751
+135
+1% +$14.3K 0.05% 111
2025
Q4 		$1.21M Sell
10,616
-2,545
-19% -$280K 0.06% 102
2025
Q3 		$1.51M Sell
13,161
-1,222
-8% -$144K 0.07% 87
2025
Q2 		$1.78M Sell
14,383
-307
-2% -$31.9K 0.09% 82
2025
Q1 		$1.45M Sell
14,690
-546
-4% -$58.7K 0.08% 80
2024
Q4 		$1.7M Buy
15,236
+3,503
+30% +$368K 0.09% 77
2024
Q3 		$1.13M Sell
11,733
-647
-5% -$59.5K 0.06% 99
2024
Q2 		$1.23M Buy
12,380
+545
+5% +$58.7K 0.07% 91
2024
Q1 		$1.45M Buy
11,835
+1
+0% +$104 0.09% 80
2023
Q4 		$1.07M Buy
11,834
+1,315
+13% +$116K 0.07% 69
2023
Q3 		$853K Sell
10,519
-289
-3% -$24.7K 0.06% 75
2023
Q2 		$965K Buy
10,808
+510
+5% +$48.3K 0.07% 72
2023
Q1 		$1.03M Sell
10,298
-1,399
-12% -$141K 0.08% 69
2022
Q4 		$1.02M Sell
11,697
-204
-2% -$19.5K 0.08% 70
2022
Q3 		$1.12M Buy
11,901
+188
+2% +$20.1K 0.09% 65
2022
Q2 		$1.11M Buy
11,713
+835
+8% +$92.7K 0.08% 66
2022
Q1 		$1.49M Sell
10,878
-225
-2% -$32.5K 0.09% 63
2021
Q4 		$1.72M Sell
11,103
-1,490
-12% -$241K 0.09% 53
2021
Q3 		$2.13M Buy
12,593
+1,976
+19% +$352K 0.12% 51
2021
Q2 		$1.87M Buy
10,617
+235
+2% +$42.3K 0.1% 56
2021
Q1 		$1.92M Buy
10,382
+7,272
+234% +$1.34M 0.12% 54
2020
Q4 		$563K Sell
3,110
-285
-8% -$40.9K 0.04% 78
2020
Q3 		$421K Buy
3,395
+570
+20% +$71.2K 0.03% 94
2020
Q2 		$315K Sell
2,825
-18
-0.6% -$1.99K 0.03% 102
2020
Q1 		$275K Buy
2,843
+78
+3% +$9.86K 0.03% 97
2019
Q4 		$400K Buy
2,765
+48
+2% +$6.7K 0.04% 87
2019
Q3 		$354K Buy
2,717
+247
+10% +$34.2K 0.03% 92
2019
Q2 		$345K Buy
2,470
+50
+2% +$6.63K 0.03% 94
2019
Q1 		$269K Sell
2,420
-298
-11% -$33.3K 0.03% 104
2018
Q4 		$298K Buy
2,718
+248
+10% +$28.2K 0.03% 93
2018
Q3 		$289K Buy
2,470
+187
+8% +$20.8K 0.02% 97
2018
Q2 		$239K Sell
2,283
-737
-24% -$75.4K 0.02% 104
2018
Q1 		$303K Sell
3,020
-112,085
-97% -$11.9M 0.03% 91
2017
Q4 		$12.4M Buy
115,105
+594
+0.5% +$61.2K 1.07% 29
2017
Q3 		$11.3M Sell
114,511
-3,356
-3% -$345K 0.98% 29
2017
Q2 		$12.5M Sell
117,867
-1,488
-1% -$163K 1.11% 30
2017
Q1 		$13.5M Sell
119,355
-3,735
-3% -$411K 1.25% 27
2016
Q4 		$12.8M Sell
123,090
-12,988
-10% -$1.27M 1.23% 26
2016
Q3 		$12.6M Sell
136,078
-4,216
-3% -$404K 1.21% 26
2016
Q2 		$13.7M Sell
140,294
-10,959
-7% -$1.1M 1.37% 26
2016
Q1 		$15M Sell
151,253
-2,607
-2% -$252K 1.39% 26
2015
Q4 		$16.2M Sell
153,860
-3,140
-2% -$350K 1.47% 24
2015
Q3 		$16M Sell
157,000
-3,305
-2% -$360K 1.69% 22
2015
Q2 		$18.3M Sell
160,305
-1,667
-1% -$183K 1.56% 24
2015
Q1 		$17M Sell
161,972
-2,196
-1% -$222K 1.39% 28
2014
Q4 		$15.5M Sell
164,168
-1,167
-0.7% -$105K 1.4% 27
2014
Q3 		$14.7M Sell
165,335
-1,330
-0.8% -$117K 3.62% 9
2014
Q2 		$14.3M Buy
166,665
+1,131
+0.7% +$92.4K 3.48% 9
2014
Q1 		$13.3M Sell
165,534
-2,723
-2% -$211K 3.31% 12
2013
Q4 		$12.9M Buy
168,257
+460
+0.3% +$31.9K 3.28% 12
2013
Q3 		$10.8M Buy
167,797
+1,155
+0.7% +$74K 3.04% 18
2013
Q2 		$10.5M Buy
+166,642
New +$10.5M 2.92% 19

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

Obermeyer Wealth Partners's DIS Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Walt Disney (DIS) stake by 1.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 10,751 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #111.

Obermeyer Wealth Partners first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.3M in Q2 2015. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Obermeyer Wealth Partners held 10,751 shares of Walt Disney worth $1.04M as of Q1 2026.
  • Obermeyer Wealth Partners bought 135 Walt Disney shares in Q1 2026, an estimated $14.3K.
  • Walt Disney made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #111 holding.
  • Obermeyer Wealth Partners first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Obermeyer Wealth Partners's Walt Disney position peaked at $18.3M in Q2 2015.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.