SAM
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S.A. Mason’s Walt Disney DIS Stock Holding History

S.A. Mason’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 		$208K Buy
2,162
+6
+0.3% +$634 0.08% 198
2025
Q4 		$245K Hold
2,156
– – 0.1% 178
2025
Q3 		$247K Hold
2,156
– – 0.11% 173
2025
Q2 		$267K Sell
2,156
-95
-4% -$9.87K 0.13% 148
2025
Q1 		$222K Hold
2,251
– – 0.12% 166
2024
Q4 		$251K Hold
2,251
– – 0.13% 150
2024
Q3 		$217K Hold
2,251
– – 0.11% 162
2024
Q2 		$224K Hold
2,251
– – 0.13% 153
2024
Q1 		$275K Hold
2,251
– – 0.17% 136
2023
Q4 		$203K Hold
2,251
– – 0.14% 149
2023
Q3 		$182K Buy
2,251
+200
+10% +$17.1K 0.13% 155
2023
Q2 		$205K Hold
2,051
– – 0.15% 154
2023
Q1 		$205K Buy
2,051
+6
+0.3% +$605 0.15% 154
2022
Q4 		$178K Buy
2,045
+24
+1% +$2.3K 0.13% 159
2022
Q3 		$191K Hold
2,021
– – 0.15% 148
2022
Q2 		$191K Hold
2,021
– – 0.14% 155
2022
Q1 		$277K Hold
2,021
– – 0.17% 136
2021
Q4 		$313K Hold
2,021
– – 0.19% 126
2021
Q3 		$342K Hold
2,021
– – 0.23% 118
2021
Q2 		$355K Hold
2,021
– – 0.24% 111
2021
Q1 		$373K Buy
2,021
+1
+0% +$184 0.28% 98
2020
Q4 		$366K Sell
2,020
-230
-10% -$33K 0.3% 93
2020
Q3 		$279K Sell
2,250
-11
-0.5% -$1.38K 0.27% 103
2020
Q2 		$252K Hold
2,261
– – 0.27% 102
2020
Q1 		$218K Sell
2,261
-114
-5% -$14.4K 0.26% 102
2019
Q4 		$343K Buy
+2,375
New +$331K 0.33% 92

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

S.A. Mason's DIS Position: Q1 2026 in Review

S.A. Mason increased its Walt Disney (DIS) stake by 0.28% in Q1 2026, buying an estimated $634 and bringing the position to 2,162 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #198.

S.A. Mason first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $373K in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • S.A. Mason held 2,162 shares of Walt Disney worth $208K as of Q1 2026.
  • S.A. Mason bought 6 Walt Disney shares in Q1 2026, an estimated $634.
  • Walt Disney made up 0.08% of S.A. Mason's portfolio in Q1 2026, its #198 holding.
  • S.A. Mason first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's Walt Disney position peaked at $373K in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.