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Sunbelt Securities’s Walt Disney DIS Stock Holding History

Sunbelt Securities’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 		$724K Sell
7,510
-2,417
-24% -$255K 0.05% 327
2025
Q4 		$1.13M Sell
9,927
-184
-2% -$20.3K 0.08% 213
2025
Q3 		$1.16M Buy
10,111
+2,773
+38% +$327K 0.08% 211
2025
Q2 		$817K Sell
7,338
-340
-4% -$35.3K 0.07% 237
2025
Q1 		$758K Buy
7,678
+280
+4% +$30.1K 0.07% 238
2024
Q4 		$820K Buy
7,398
+500
+7% +$52.5K 0.07% 237
2024
Q3 		$663K Buy
6,898
+1,406
+26% +$129K 0.07% 288
2024
Q2 		$545K Sell
5,492
-17
-0.3% -$1.83K 0.06% 319
2024
Q1 		$674K Sell
5,509
-8,075
-59% -$843K 0.08% 243
2023
Q4 		$1.23M Sell
13,584
-3,933
-22% -$347K 0.15% 150
2023
Q3 		$1.42M Buy
17,517
+5,893
+51% +$503K 0.2% 114
2023
Q2 		$1.04M Buy
11,624
+1,164
+11% +$110K 0.15% 151
2023
Q1 		$1.03M Buy
10,460
+177
+2% +$17.8K 0.17% 139
2022
Q4 		$893K Buy
10,283
+6,107
+146% +$584K 0.17% 149
2022
Q3 		$394K Buy
4,176
+649
+18% +$69.5K 0.08% 278
2022
Q2 		$333K Buy
3,527
+13
+0.4% +$1.44K 0.07% 312
2022
Q1 		$495K Sell
3,514
-2,485
-41% -$359K 0.09% 255
2021
Q4 		$855K Buy
5,999
+2,142
+56% +$346K 0.14% 173
2021
Q3 		$692K Hold
3,857
– – 0.12% 201
2021
Q2 		$692K Sell
3,857
-207
-5% -$37.2K 0.12% 201
2021
Q1 		$750K Sell
4,064
-501
-11% -$92.4K 0.15% 173
2020
Q4 		$827K Buy
4,565
+126
+3% +$18.1K 0.17% 147
2020
Q3 		$551K Sell
4,439
-121
-3% -$15.1K 0.15% 174
2020
Q2 		$508K Sell
4,560
-7,087
-61% -$782K 0.17% 152
2020
Q1 		$1.32M Sell
11,647
-12,439
-52% -$1.57M 0.06% 126
2019
Q4 		$3.48M Sell
24,086
-1,913
-7% -$267K 0.37% 61
2019
Q3 		$3.39M Buy
25,999
+23,744
+1,053% +$3.28M 0.38% 60
2019
Q2 		$315K Buy
2,255
+216
+11% +$28.6K 0.14% 191
2019
Q1 		$226K Buy
+2,039
New +$228K 0.11% 212
2018
Q4 		– Sell
-2,729
Closed -$319K – 217
2018
Q3 		$319K Sell
2,729
-1,148
-30% -$128K 0.17% 161
2018
Q2 		$406K Buy
3,877
+1,473
+61% +$151K 0.24% 119
2018
Q1 		$241K Buy
+2,404
New +$255K 0.22% 157
2017
Q3 		– Sell
-4,253
Closed -$452K – 160
2017
Q2 		$452K Buy
4,253
+299
+8% +$32.7K 0.85% 32
2017
Q1 		$448K Buy
3,954
+377
+11% +$41.5K 0.67% 37
2016
Q4 		$373K Buy
3,577
+154
+4% +$15K 0.57% 45
2016
Q3 		$318K Buy
3,423
+22
+0.6% +$2.11K 0.38% 56
2016
Q2 		$333K Buy
3,401
+282
+9% +$28.2K 0.44% 53
2016
Q1 		$310K Buy
+3,119
New +$301K 0.45% 53
2015
Q3 		– Sell
-1,906
Closed -$218K – 120
2015
Q2 		$218K Buy
+1,906
New +$209K 0.3% 90

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

Sunbelt Securities's DIS Position: Q1 2026 in Review

Sunbelt Securities reduced its Walt Disney (DIS) stake by 24% in Q1 2026, selling an estimated $255K and leaving 7,510 shares worth $724K. The position accounts for 0.05% of the portfolio, ranked #327.

Sunbelt Securities first reported a position in DIS in Q2 2015 and has held it in 39 quarters since. The position peaked at $3.48M in Q4 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sunbelt Securities held 7,510 shares of Walt Disney worth $724K as of Q1 2026.
  • Sunbelt Securities sold 2,417 Walt Disney shares in Q1 2026, an estimated $255K.
  • Walt Disney made up 0.05% of Sunbelt Securities's portfolio in Q1 2026, its #327 holding.
  • Sunbelt Securities first reported a position in Walt Disney in Q2 2015 and has held it in 39 quarters since.
  • Sunbelt Securities's Walt Disney position peaked at $3.48M in Q4 2019.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.