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 Q2	$213K	Buy	2,215 +53	+2%	+$5.4K	0.07%	210
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

S.A. Mason's DIS Position: Q2 2026 in Review

S.A. Mason increased its Walt Disney (DIS) stake by 2.5% in Q2 2026, buying an estimated $5.4K and bringing the position to 2,215 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #210.

S.A. Mason first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $373K in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

S.A. Mason held 2,215 shares of Walt Disney worth $213K as of Q2 2026.
S.A. Mason bought 53 Walt Disney shares in Q2 2026, an estimated $5.4K.
Walt Disney made up 0.07% of S.A. Mason's portfolio in Q2 2026, its #210 holding.
S.A. Mason first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
S.A. Mason's Walt Disney position peaked at $373K in Q1 2021.
2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.