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Stokes Family Office’s Walt Disney DIS Stock Holding History

Stokes Family Office’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 		$1.04M Sell
10,770
-790
-7% -$83.5K 0.11% 129
2025
Q4 		$1.32M Buy
11,560
+961
+9% +$106K 0.12% 116
2025
Q3 		$1.21M Buy
10,599
+113
+1% +$13.3K 0.12% 120
2025
Q2 		$1.3M Buy
10,486
+1,588
+18% +$165K 0.14% 111
2025
Q1 		$878K Sell
8,898
-400
-4% -$43K 0.1% 127
2024
Q4 		$1.04M Sell
9,298
-993
-10% -$104K 0.11% 122
2024
Q3 		$990K Sell
10,291
-511
-5% -$47K 0.11% 117
2024
Q2 		$1.07M Sell
10,802
-555
-5% -$59.7K 0.13% 113
2024
Q1 		$1.39M Sell
11,357
-644
-5% -$67.3K 0.17% 100
2023
Q4 		$1.08M Sell
12,001
-3,235
-21% -$285K 0.15% 106
2023
Q3 		$1.23M Sell
15,236
-1,803
-11% -$154K 0.14% 116
2023
Q2 		$1.52M Sell
17,039
-3,764
-18% -$357K 0.18% 98
2023
Q1 		$2.08M Buy
20,803
+1,063
+5% +$107K 0.26% 76
2022
Q4 		$1.72M Sell
19,740
-4,287
-18% -$410K 0.22% 79
2022
Q3 		$2.27M Buy
24,027
+230
+1% +$24.6K 0.32% 68
2022
Q2 		$2.25M Sell
23,797
-4,899
-17% -$544K 0.31% 69
2022
Q1 		$3.94M Sell
28,696
-513
-2% -$74.2K 0.52% 48
2021
Q4 		$4.52M Sell
29,209
-235
-0.8% -$38K 0.56% 46
2021
Q3 		$4.98M Sell
29,444
-85
-0.3% -$15.2K 0.69% 36
2021
Q2 		$5.19M Buy
29,529
+146
+0.5% +$26.3K 0.73% 34
2021
Q1 		$5.42M Sell
29,383
-1,325
-4% -$244K 0.84% 28
2020
Q4 		$5.56M Buy
30,708
+433
+1% +$62.1K 1.1% 21
2020
Q3 		$3.76M Buy
30,275
+510
+2% +$63.7K 0.85% 31
2020
Q2 		$3.32M Sell
29,765
-30,341
-50% -$3.35M 0.84% 32
2020
Q1 		$5.81M Sell
60,106
-2,315
-4% -$293K 1.55% 14
2019
Q4 		$9.05M Buy
+62,421
New +$8.71M 2.01% 13

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

Stokes Family Office's DIS Position: Q1 2026 in Review

Stokes Family Office reduced its Walt Disney (DIS) stake by 6.8% in Q1 2026, selling an estimated $83.5K and leaving 10,770 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #129.

Stokes Family Office first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.05M in Q4 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Stokes Family Office held 10,770 shares of Walt Disney worth $1.04M as of Q1 2026.
  • Stokes Family Office sold 790 Walt Disney shares in Q1 2026, an estimated $83.5K.
  • Walt Disney made up 0.11% of Stokes Family Office's portfolio in Q1 2026, its #129 holding.
  • Stokes Family Office first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Walt Disney position peaked at $9.05M in Q4 2019.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.