Stone House Investment Management’s Walt Disney DIS Stock Holding History

Stone House Investment 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	$11K	Hold	114	–	–	﹤0.01%	342
2025 Q4	$13K	Buy	114 +22	+24%	+$2.42K	﹤0.01%	297
2025 Q3	$10.5K	Buy	92 +10	+12%	+$1.18K	﹤0.01%	282
2025 Q2	$10.2K	Sell	82 -57	-41%	-$5.92K	﹤0.01%	263
2025 Q1	$13.7K	Buy	+139	New	+$14.9K	﹤0.01%	232
2024 Q4	–	Sell	-110	Closed	-$10.5K	–	139
2024 Q3	$10.5K	Sell	110 -337	-75%	-$31K	﹤0.01%	220
2024 Q2	$44.4K	Sell	447 -37	-8%	-$3.98K	0.01%	132
2024 Q1	$59.2K	Buy	484 +138	+40%	+$14.4K	0.01%	115
2023 Q4	$31.2K	Buy	346 +270	+355%	+$23.8K	0.01%	103
2023 Q3	$6.16K	Sell	76 -50	-40%	-$4.27K	﹤0.01%	190
2023 Q2	$11.2K	Sell	126 -539	-81%	-$51.1K	﹤0.01%	154
2023 Q1	$66.6K	Buy	+665	New	+$67K	0.02%	80
2019 Q2	–	Sell	-330	Closed	-$37K	–	72
2019 Q1	$37K	Buy	+330	New	+$36.9K	0.02%	106

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone House Investment Management's DIS Position: Q1 2026 in Review

Stone House Investment Management held its Walt Disney (DIS) position steady in Q1 2026 at 114 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Stone House Investment Management first reported a position in DIS in Q1 2019 and has held it in 13 quarters since. The position peaked at $66.6K in Q1 2023. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Stone House Investment Management held 114 shares of Walt Disney worth $11K as of Q1 2026.
Stone House Investment Management left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #342 holding.
Stone House Investment Management first reported a position in Walt Disney in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Walt Disney position peaked at $66.6K in Q1 2023.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.