S.E.E.D. Planning Group’s Walt Disney DIS Stock Holding History

S.E.E.D. Planning Group’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	$483K	Sell	5,009 -10	-0.2%	-$1.06K	0.14%	65
2025 Q4	$571K	Sell	5,019 -50	-1%	-$5.51K	0.16%	56
2025 Q3	$580K	Buy	5,069 +13	+0.3%	+$1.53K	0.17%	57
2025 Q2	$627K	Sell	5,056 -389	-7%	-$40.4K	0.2%	57
2025 Q1	$537K	Sell	5,445 -375	-6%	-$40.3K	0.18%	61
2024 Q4	$648K	Sell	5,820 -20,250	-78%	-$2.13M	0.22%	62
2024 Q3	$2.51M	Buy	26,070 +6,143	+31%	+$565K	0.83%	36
2024 Q2	$1.98M	Buy	19,927 +8,247	+71%	+$888K	0.72%	40
2024 Q1	$1.43M	Buy	11,680 +2,855	+32%	+$298K	0.52%	46
2023 Q4	$797K	Buy	8,825 +3,357	+61%	+$296K	0.32%	49
2023 Q3	$443K	Buy	5,468 +385	+8%	+$32.9K	0.17%	60
2023 Q2	$454K	Sell	5,083 -846	-14%	-$80.1K	0.16%	63
2023 Q1	$594K	Sell	5,929 -344	-5%	-$34.7K	0.23%	54
2022 Q4	$545K	Buy	+6,273	New	+$600K	0.24%	53
2022 Q1	–	Sell	-5,051	Closed	-$782K	–	94
2021 Q4	$782K	Hold	5,051	–	–	0.34%	47
2021 Q3	$854K	Hold	5,051	–	–	0.4%	46
2021 Q2	$888K	Sell	5,051 -81	-2%	-$14.6K	0.44%	45
2021 Q1	$947K	Buy	+5,132	New	+$946K	0.52%	44
2020 Q1	–	Sell	-4,534	Closed	-$656K	–	51
2019 Q4	$656K	Buy	+4,534	New	+$633K	0.57%	38

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

S.E.E.D. Planning Group's DIS Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its Walt Disney (DIS) stake by 0.2% in Q1 2026, selling an estimated $1.06K and leaving 5,009 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #65.

S.E.E.D. Planning Group first reported a position in DIS in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.51M in Q3 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

S.E.E.D. Planning Group held 5,009 shares of Walt Disney worth $483K as of Q1 2026.
S.E.E.D. Planning Group sold 10 Walt Disney shares in Q1 2026, an estimated $1.06K.
Walt Disney made up 0.14% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #65 holding.
S.E.E.D. Planning Group first reported a position in Walt Disney in Q4 2019 and has held it in 19 quarters since.
S.E.E.D. Planning Group's Walt Disney position peaked at $2.51M in Q3 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.