Patrick M. Sweeney & Associates’s Walt Disney DIS Stock Holding History

Patrick M. Sweeney & Associates’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	$673K	Sell	6,984 -9	-0.1%	-$951	0.43%	63
2025 Q4	$796K	Sell	6,993 -115	-2%	-$12.7K	0.5%	50
2025 Q3	$814K	Sell	7,108 -239	-3%	-$28.1K	0.53%	49
2025 Q2	$911K	Buy	7,347 +110	+2%	+$11.4K	0.63%	37
2025 Q1	$714K	Hold	7,237	–	–	0.53%	45
2024 Q4	$806K	Buy	7,237 +25	+0.3%	+$2.63K	0.6%	42
2024 Q3	$694K	Buy	7,212 +84	+1%	+$7.73K	0.51%	48
2024 Q2	$708K	Buy	7,128 +15	+0.2%	+$1.61K	0.57%	43
2024 Q1	$870K	Buy	7,113 +45	+0.6%	+$4.7K	0.72%	31
2023 Q4	$638K	Buy	+7,068	New	+$623K	0.58%	41

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

Patrick M. Sweeney & Associates's DIS Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Walt Disney (DIS) stake by 0.13% in Q1 2026, selling an estimated $951 and leaving 6,984 shares worth $673K. The position accounts for 0.43% of the portfolio, ranked #63.

Patrick M. Sweeney & Associates first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $911K in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Patrick M. Sweeney & Associates held 6,984 shares of Walt Disney worth $673K as of Q1 2026.
Patrick M. Sweeney & Associates sold 9 Walt Disney shares in Q1 2026, an estimated $951.
Walt Disney made up 0.43% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #63 holding.
Patrick M. Sweeney & Associates first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Walt Disney position peaked at $911K in Q2 2025.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.