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Stamos Capital Partners’s Walt Disney DIS Stock Holding History

Stamos Capital Partners’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 		$7.03M Buy
72,922
+16,462
+29% +$1.74M 1.1% 21
2025
Q4 		$6.42M Buy
56,460
+16,000
+40% +$1.76M 1.03% 24
2025
Q3 		$4.63M Buy
40,460
+7,067
+21% +$832K 0.87% 27
2025
Q2 		$4.14M Buy
33,393
+6,931
+26% +$720K 0.74% 41
2025
Q1 		$2.61M Sell
26,462
-18,808
-42% -$2.02M 0.68% 42
2024
Q4 		$5.04M Sell
45,270
-18,230
-29% -$1.92M 1.18% 16
2024
Q3 		$6.11M Buy
63,500
+7,840
+14% +$721K 1.44% 17
2024
Q2 		$5.53M Buy
55,660
+10,850
+24% +$1.17M 1.17% 21
2024
Q1 		$5.48M Sell
44,810
-4,910
-10% -$513K 1.24% 18
2023
Q4 		$4.49M Sell
49,720
-43,480
-47% -$3.83M 1.22% 20
2023
Q3 		$7.55M Buy
93,200
+19,360
+26% +$1.65M 1.68% 17
2023
Q2 		$6.59M Buy
73,840
+19,960
+37% +$1.89M 1.54% 17
2023
Q1 		$5.4M Buy
53,880
+19,530
+57% +$1.97M 1.39% 20
2022
Q4 		$2.98M Sell
34,350
-35,250
-51% -$3.37M 0.94% 30
2022
Q3 		$6.57M Buy
69,600
+37,010
+114% +$3.96M 1.67% 21
2022
Q2 		$3.08M Buy
+32,590
New +$3.62M 0.93% 28
2021
Q2 		– Sell
-5,600
Closed -$1.03M – 46
2021
Q1 		$1.03M Hold
5,600
– – 0.52% 38
2020
Q4 		$1.01M Sell
5,600
-6,400
-53% -$919K 0.43% 41
2020
Q3 		$1.49M Sell
12,000
-3,900
-25% -$487K 0.55% 34
2020
Q2 		$1.77M Sell
15,900
-9,741
-38% -$1.08M 1.02% 23
2020
Q1 		$2.48M Buy
25,641
+13,468
+111% +$1.7M 1.3% 28
2019
Q4 		$1.76M Sell
12,173
-1,827
-13% -$255K 1.42% 23
2019
Q3 		$1.82M Buy
14,000
+2,622
+23% +$363K 1.62% 20
2019
Q2 		$1.61M Sell
11,378
-2,000
-15% -$265K 1.61% 20
2019
Q1 		$1.52M Sell
13,378
-5,622
-30% -$628K 1.95% 17
2018
Q4 		$2.08M Buy
+19,000
New +$2.16M 1.57% 25

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

Stamos Capital Partners's DIS Position: Q1 2026 in Review

Stamos Capital Partners increased its Walt Disney (DIS) stake by 29% in Q1 2026, buying an estimated $1.74M and bringing the position to 72,922 shares worth $7.03M. The position accounts for 1.1% of the portfolio, ranked #21.

Stamos Capital Partners first reported a position in DIS in Q4 2018 and has held it in 26 quarters since. The position peaked at $7.55M in Q3 2023. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Stamos Capital Partners held 72,922 shares of Walt Disney worth $7.03M as of Q1 2026.
  • Stamos Capital Partners bought 16,462 Walt Disney shares in Q1 2026, an estimated $1.74M.
  • Walt Disney made up 1.1% of Stamos Capital Partners's portfolio in Q1 2026, its #21 holding.
  • Stamos Capital Partners first reported a position in Walt Disney in Q4 2018 and has held it in 26 quarters since.
  • Stamos Capital Partners's Walt Disney position peaked at $7.55M in Q3 2023.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.