Smart Portfolios LLC’s Walt Disney DIS Stock Holding History

Smart Portfolios LLC’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	$441K	Sell	4,571 -105	-2%	-$11.1K	0.44%	71
2025 Q4	$532K	Sell	4,676 -30	-0.6%	-$3.3K	0.53%	62
2025 Q3	$539K	Sell	4,706 -82	-2%	-$9.66K	0.52%	59
2025 Q2	$594K	Sell	4,788 -40	-0.8%	-$4.16K	0.6%	55
2025 Q1	$477K	Hold	4,828	–	–	0.52%	63
2024 Q4	$538K	Buy	4,828 +40	+0.8%	+$4.2K	0.56%	56
2024 Q3	$461K	Buy	4,788 +11	+0.2%	+$1.01K	0.47%	71
2024 Q2	$474K	Buy	4,777 +705	+17%	+$75.9K	0.48%	64
2024 Q1	$498K	Buy	4,072 +80	+2%	+$8.36K	0.53%	51
2023 Q4	$436K	Buy	+3,992	New	+$352K	0.51%	50
2019 Q2	–	Sell	-808	Closed	-$90K	–	90
2019 Q1	$90K	Buy	808 +641	+384%	+$71.6K	0.08%	74
2018 Q4	$18K	Buy	+167	New	+$19K	0.01%	119

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smart Portfolios LLC's DIS Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Walt Disney (DIS) stake by 2.2% in Q1 2026, selling an estimated $11.1K and leaving 4,571 shares worth $441K. The position accounts for 0.44% of the portfolio, ranked #71.

Smart Portfolios LLC first reported a position in DIS in Q4 2018 and has held it in 12 quarters since. The position peaked at $594K in Q2 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Smart Portfolios LLC held 4,571 shares of Walt Disney worth $441K as of Q1 2026.
Smart Portfolios LLC sold 105 Walt Disney shares in Q1 2026, an estimated $11.1K.
Walt Disney made up 0.44% of Smart Portfolios LLC's portfolio in Q1 2026, its #71 holding.
Smart Portfolios LLC first reported a position in Walt Disney in Q4 2018 and has held it in 12 quarters since.
Smart Portfolios LLC's Walt Disney position peaked at $594K in Q2 2025.
3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.