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Smartleaf Asset Management’s Walt Disney DIS Stock Holding History

Smartleaf Asset Management’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 		$2.24M Buy
23,783
+1,857
+8% +$196K 0.08% 224
2025
Q4 		$2.52M Buy
21,926
+2,324
+12% +$256K 0.1% 189
2025
Q3 		$2.25M Buy
19,602
+5,463
+39% +$643K 0.14% 156
2025
Q2 		$1.73M Sell
14,139
-2,569
-15% -$267K 0.15% 150
2025
Q1 		$1.64M Buy
16,708
+346
+2% +$37.2K 0.16% 149
2024
Q4 		$1.81M Buy
16,362
+3,603
+28% +$378K 0.18% 125
2024
Q3 		$1.23M Buy
12,759
+2,666
+26% +$245K 0.15% 156
2024
Q2 		$1.03M Buy
10,093
+1,114
+12% +$120K 0.17% 144
2024
Q1 		$1.09M Buy
8,979
+2,637
+42% +$275K 0.21% 115
2023
Q4 		$572K Buy
+6,342
New +$559K 0.15% 147

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

Smartleaf Asset Management's DIS Position: Q1 2026 in Review

Smartleaf Asset Management increased its Walt Disney (DIS) stake by 8.5% in Q1 2026, buying an estimated $196K and bringing the position to 23,783 shares worth $2.24M. The position accounts for 0.08% of the portfolio, ranked #224.

Smartleaf Asset Management first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.52M in Q4 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Smartleaf Asset Management held 23,783 shares of Walt Disney worth $2.24M as of Q1 2026.
  • Smartleaf Asset Management bought 1,857 Walt Disney shares in Q1 2026, an estimated $196K.
  • Walt Disney made up 0.08% of Smartleaf Asset Management's portfolio in Q1 2026, its #224 holding.
  • Smartleaf Asset Management first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Walt Disney position peaked at $2.52M in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.