PAM
DIS icon

Peak Asset Management’s Walt Disney DIS Stock Holding History

Peak Asset 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 		$9.29M Sell
96,419
-908
-0.9% -$96K 1.64% 24
2025
Q4 		$11.1M Buy
97,327
+774
+0.8% +$85.2K 1.88% 22
2025
Q3 		$11.1M Buy
96,553
+773
+0.8% +$91K 1.93% 21
2025
Q2 		$11.9M Buy
95,780
+1,778
+2% +$185K 2.18% 18
2025
Q1 		$9.28M Sell
94,002
-8,193
-8% -$880K 1.77% 22
2024
Q4 		$11.4M Sell
102,195
-2,869
-3% -$301K 2.11% 19
2024
Q3 		$10.1M Sell
105,064
-5,272
-5% -$485K 1.9% 22
2024
Q2 		$11M Buy
110,336
+589
+0.5% +$63.4K 2.15% 19
2024
Q1 		$13.4M Buy
109,747
+1,150
+1% +$120K 2.66% 13
2023
Q4 		$9.81M Buy
108,597
+6,268
+6% +$553K 2.16% 20
2023
Q3 		$8.29M Buy
102,329
+1,979
+2% +$169K 2% 18
2023
Q2 		$8.96M Buy
100,350
+8,071
+9% +$765K 2.07% 17
2023
Q1 		$9.24M Buy
92,279
+1,288
+1% +$130K 2.26% 17
2022
Q4 		$7.91M Sell
90,991
-2,967
-3% -$284K 2.06% 19
2022
Q3 		$8.86M Buy
93,958
+6,734
+8% +$721K 2.52% 14
2022
Q2 		$8.23M Buy
87,224
+1,457
+2% +$162K 2.25% 20
2022
Q1 		$11.8M Buy
85,767
+2,855
+3% +$413K 2.74% 10
2021
Q4 		$12.8M Buy
82,912
+778
+0.9% +$126K 2.96% 9
2021
Q3 		$13.9M Buy
82,134
+708
+0.9% +$126K 3.43% 6
2021
Q2 		$14.3M Sell
81,426
-2,178
-3% -$392K 3.56% 4
2021
Q1 		$15.4M Sell
83,604
-6,147
-7% -$1.13M 3.73% 5
2020
Q4 		$16.3M Sell
89,751
-2,201
-2% -$316K 4.25% 3
2020
Q3 		$11.4M Sell
91,952
-2,993
-3% -$374K 3.4% 6
2020
Q2 		$10.6M Buy
94,945
+561
+0.6% +$61.9K 3.37% 8
2020
Q1 		$9.12M Buy
94,384
+1,034
+1% +$131K 3.52% 8
2019
Q4 		$13.5M Sell
93,350
-172
-0.2% -$24K 4.09% 4
2019
Q3 		$12.2M Sell
93,522
-1,846
-2% -$255K 3.98% 6
2019
Q2 		$13.3M Sell
95,368
-4,224
-4% -$560K 4.35% 2
2019
Q1 		$11.1M Buy
99,592
+1,674
+2% +$187K 3.76% 6
2018
Q4 		$10.7M Buy
97,918
+1,236
+1% +$141K 4.03% 3
2018
Q3 		$11.3M Sell
96,682
-510
-0.5% -$56.8K 3.81% 4
2018
Q2 		$10.2M Buy
97,192
+1,577
+2% +$161K 3.7% 6
2018
Q1 		$9.6M Sell
95,615
-77
-0.1% -$8.18K 3.53% 6
2017
Q4 		$10.3M Sell
95,692
-2,476
-3% -$255K 3.76% 3
2017
Q3 		$9.68M Buy
98,168
+2,839
+3% +$292K 3.47% 3
2017
Q2 		$10.1M Buy
95,329
+1,609
+2% +$176K 3.76% 2
2017
Q1 		$10.6M Sell
93,720
-2,925
-3% -$322K 4.03% 2
2016
Q4 		$10.1M Buy
96,645
+5,857
+6% +$571K 4.03% 2
2016
Q3 		$8.43M Buy
90,788
+1,344
+2% +$129K 3.54% 2
2016
Q2 		$8.75M Buy
89,444
+1,061
+1% +$106K 3.87% 2
2016
Q1 		$8.78M Buy
88,383
+3,963
+5% +$383K 4.16% 2
2015
Q4 		$8.87M Buy
84,420
+1,889
+2% +$211K 4.36% 3
2015
Q3 		$8.44M Sell
82,531
-293
-0.4% -$31.9K 4.5% 3
2015
Q2 		$9.45M Buy
82,824
+5,984
+8% +$657K 4.96% 2
2015
Q1 		$8.06M Sell
76,840
-1,429
-2% -$144K 4% 3
2014
Q4 		$7.37M Buy
+78,269
New +$7.06M 3.88% 2

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

Peak Asset Management's DIS Position: Q1 2026 in Review

Peak Asset Management reduced its Walt Disney (DIS) stake by 0.93% in Q1 2026, selling an estimated $96K and leaving 96,419 shares worth $9.29M. The position accounts for 1.64% of the portfolio, ranked #24.

Peak Asset Management first reported a position in DIS in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.3M in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Peak Asset Management held 96,419 shares of Walt Disney worth $9.29M as of Q1 2026.
  • Peak Asset Management sold 908 Walt Disney shares in Q1 2026, an estimated $96K.
  • Walt Disney made up 1.64% of Peak Asset Management's portfolio in Q1 2026, its #24 holding.
  • Peak Asset Management first reported a position in Walt Disney in Q4 2014 and has held it in 46 quarters since.
  • Peak Asset Management's Walt Disney position peaked at $16.3M in Q4 2020.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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