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Sierra Capital’s Walt Disney DIS Stock Holding History

Sierra Capital’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 		– Sell
-11,293
Closed -$1.28M – 218
2025
Q4 		$1.28M Hold
11,293
– – 0.14% 105
2025
Q3 		$1.29M Hold
11,293
– – 0.14% 112
2025
Q2 		$1.4M Hold
11,293
– – 0.16% 106
2025
Q1 		$1.11M Buy
11,293
+51
+0.5% +$5.48K 0.13% 111
2024
Q4 		$1.25M Sell
11,242
-58
-0.5% -$6.09K 0.15% 106
2024
Q3 		$1.09M Sell
11,300
-40
-0.4% -$3.68K 0.13% 118
2024
Q2 		$1.13M Sell
11,340
-474
-4% -$51K 0.15% 109
2024
Q1 		$1.45M Buy
11,814
+2
+0% +$209 0.19% 102
2023
Q4 		$1.07M Hold
11,812
– – 0.16% 109
2023
Q3 		$957K Sell
11,812
-435
-4% -$37.2K 0.15% 107
2023
Q2 		$1.09M Buy
12,247
+12
+0.1% +$1.14K 0.17% 102
2023
Q1 		$1.23M Sell
12,235
-2,304
-16% -$232K 0.2% 96
2022
Q4 		$1.26M Buy
14,539
+1,058
+8% +$101K 0.22% 91
2022
Q3 		$1.27M Buy
13,481
+3,171
+31% +$339K 0.24% 79
2022
Q2 		$973K Buy
10,310
+1,001
+11% +$111K 0.18% 100
2022
Q1 		$1.28M Buy
9,309
+26
+0.3% +$3.76K 0.2% 100
2021
Q4 		$1.44M Buy
9,283
+901
+11% +$146K 0.21% 97
2021
Q3 		$1.42M Hold
8,382
– – 0.24% 97
2021
Q2 		$1.47M Hold
8,382
– – 0.27% 92
2021
Q1 		$1.55M Buy
+8,382
New +$1.55M 0.29% 82

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

Sierra Capital's DIS Position: Q1 2026 in Review

Sierra Capital sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 11,293 shares — an estimated $1.28M sold.

Sierra Capital first reported a position in DIS in Q1 2021 and held it in 20 quarters. The position peaked at $1.55M in Q1 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sierra Capital reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Sierra Capital sold 11,293 Walt Disney shares in Q1 2026, an estimated $1.28M.
  • Sierra Capital first reported a position in Walt Disney in Q1 2021 and held it in 20 quarters.
  • Sierra Capital's Walt Disney position peaked at $1.55M in Q1 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.