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Osbon Capital Management’s Walt Disney DIS Stock Holding History

Osbon Capital 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 		$22.1K Hold
229
– – 0.02% 223
2025
Q4 		$26K Buy
+229
New +$25.2K 0.02% 166

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

Osbon Capital Management's DIS Position: Q1 2026 in Review

Osbon Capital Management held its Walt Disney (DIS) position steady in Q1 2026 at 229 shares worth $22.1K. The position accounts for 0.02% of the portfolio, ranked #223.

Osbon Capital Management first reported a position in DIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $26K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Osbon Capital Management held 229 shares of Walt Disney worth $22.1K as of Q1 2026.
  • Osbon Capital Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #223 holding.
  • Osbon Capital Management first reported a position in Walt Disney in Q4 2025 and has held it in 2 quarters since.
  • Osbon Capital Management's Walt Disney position peaked at $26K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.