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Peninsula Asset Management’s Walt Disney DIS Stock Holding History

Peninsula 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 		$253K Hold
2,625
– – 0.13% 51
2025
Q4 		$299K Sell
2,625
-275
-9% -$30.3K 0.15% 44
2025
Q3 		$332K Hold
2,900
– – 0.17% 41
2025
Q2 		$360K Sell
2,900
-6
-0.2% -$623 0.19% 40
2025
Q1 		$287K Buy
2,906
+281
+11% +$30.2K 0.16% 43
2024
Q4 		$292K Hold
2,625
– – 0.16% 41
2024
Q3 		$252K Sell
2,625
-200
-7% -$18.4K 0.13% 42
2024
Q2 		$280K Sell
2,825
-25
-0.9% -$2.69K 0.15% 39
2024
Q1 		$349K Hold
2,850
– – 0.19% 39
2023
Q4 		$257K Sell
2,850
-25
-0.9% -$2.2K 0.15% 40
2023
Q3 		$233K Hold
2,875
– – 0.15% 41
2023
Q2 		$257K Hold
2,875
– – 0.15% 40
2023
Q1 		$288K Hold
2,875
– – 0.18% 41
2022
Q4 		$250K Hold
2,875
– – 0.15% 42
2022
Q3 		$272K Hold
2,875
– – 0.17% 42
2022
Q2 		$272K Sell
2,875
-700
-20% -$77.7K 0.17% 43
2022
Q1 		$491K Sell
3,575
-85
-2% -$12.3K 0.25% 39
2021
Q4 		$567K Sell
3,660
-15
-0.4% -$2.42K 0.27% 38
2021
Q3 		$622K Hold
3,675
– – 0.32% 39
2021
Q2 		$646K Buy
3,675
+100
+3% +$18K 0.34% 39
2021
Q1 		$660K Sell
3,575
-705
-16% -$130K 0.37% 39
2020
Q4 		$776K Hold
4,280
– – 0.47% 37
2020
Q3 		$531K Sell
4,280
-60
-1% -$7.5K 0.36% 40
2020
Q2 		$484K Sell
4,340
-506
-10% -$55.9K 0.35% 40
2020
Q1 		$468K Buy
4,846
+491
+11% +$62.1K 0.39% 40
2019
Q4 		$630K Hold
4,355
– – 0.42% 40
2019
Q3 		$568K Sell
4,355
-85
-2% -$11.8K 0.39% 43
2019
Q2 		$620K Buy
4,440
+200
+5% +$26.5K 0.44% 43
2019
Q1 		$471K Sell
4,240
-400
-9% -$44.7K 0.34% 44
2018
Q4 		$509K Hold
4,640
– – 0.42% 42
2018
Q3 		$542K Hold
4,640
– – 0.37% 41
2018
Q2 		$487K Hold
4,640
– – 0.35% 41
2018
Q1 		$466K Sell
4,640
-100
-2% -$10.6K 0.34% 43
2017
Q4 		$510K Buy
4,740
+45
+1% +$4.64K 0.38% 41
2017
Q3 		$463K Sell
4,695
-506
-10% -$52.1K 0.34% 43
2017
Q2 		$553K Buy
5,201
+521
+11% +$57.1K 0.41% 43
2017
Q1 		$530K Sell
4,680
-200
-4% -$22K 0.41% 41
2016
Q4 		$509K Sell
4,880
-606
-11% -$59.1K 0.41% 41
2016
Q3 		$510K Buy
5,486
+506
+10% +$48.5K 0.39% 41
2016
Q2 		$487K Hold
4,980
– – 0.4% 41
2016
Q1 		$494K Sell
4,980
-100
-2% -$9.65K 0.42% 41
2015
Q4 		$534K Sell
5,080
-106
-2% -$11.8K 0.47% 41
2015
Q3 		$530K Buy
5,186
+206
+4% +$22.4K 0.44% 44
2015
Q2 		$568K Hold
4,980
– – 0.47% 45
2015
Q1 		$541K Hold
4,980
– – 0.43% 43
2014
Q4 		$469K Hold
4,980
– – 0.38% 43
2014
Q3 		$444K Hold
4,980
– – 0.37% 43
2014
Q2 		$427K Sell
4,980
-506
-9% -$41.3K 0.35% 43
2014
Q1 		$440K Sell
5,486
-200
-4% -$15.5K 0.36% 43
2013
Q4 		$434K Buy
5,686
+506
+10% +$35.1K 0.35% 43
2013
Q3 		$334K Hold
5,180
– – 0.3% 44
2013
Q2 		$327K Buy
+5,180
New +$327K 0.31% 44

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

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

Peninsula Asset Management held its Walt Disney (DIS) position steady in Q1 2026 at 2,625 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #51.

Peninsula Asset Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $776K in Q4 2020. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Peninsula Asset Management held 2,625 shares of Walt Disney worth $253K as of Q1 2026.
  • Peninsula Asset Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.13% of Peninsula Asset Management's portfolio in Q1 2026, its #51 holding.
  • Peninsula Asset Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Peninsula Asset Management's Walt Disney position peaked at $776K in Q4 2020.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.