Systematic Alpha Investments’s Walt Disney DIS Stock Holding History

Systematic Alpha Investments’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	$456K	Hold	4,731	–	–	0.02%	163
2025 Q4	$538K	Hold	4,731	–	–	0.02%	148
2025 Q3	$542K	Hold	4,731	–	–	0.02%	143
2025 Q2	$587K	Hold	4,731	–	–	0.02%	139
2025 Q1	$467K	Hold	4,731	–	–	0.02%	150
2024 Q4	$527K	Hold	4,731	–	–	0.02%	145
2024 Q3	$455K	Hold	4,731	–	–	0.02%	157
2024 Q2	$470K	Hold	4,731	–	–	0.02%	152
2024 Q1	$579K	Hold	4,731	–	–	0.02%	143
2023 Q4	$427K	Hold	4,731	–	–	0.02%	156
2023 Q3	$383K	Hold	4,731	–	–	0.02%	160
2023 Q2	$422K	Hold	4,731	–	–	0.02%	157
2023 Q1	$474K	Hold	4,731	–	–	0.02%	146
2022 Q4	$411K	Hold	4,731	–	–	0.02%	157
2022 Q3	$446K	Hold	4,731	–	–	0.03%	145
2022 Q2	$447K	Hold	4,731	–	–	0.03%	144
2022 Q1	$649K	Hold	4,731	–	–	0.03%	131
2021 Q4	$733K	Sell	4,731 -80	-2%	-$12.9K	0.03%	122
2021 Q3	$813K	Buy	+4,811	New	+$858K	0.04%	119

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

Systematic Alpha Investments's DIS Position: Q1 2026 in Review

Systematic Alpha Investments held its Walt Disney (DIS) position steady in Q1 2026 at 4,731 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #163.

Systematic Alpha Investments first reported a position in DIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $813K in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Systematic Alpha Investments held 4,731 shares of Walt Disney worth $456K as of Q1 2026.
Systematic Alpha Investments left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.02% of Systematic Alpha Investments's portfolio in Q1 2026, its #163 holding.
Systematic Alpha Investments first reported a position in Walt Disney in Q3 2021 and has held it in 19 quarters since.
Systematic Alpha Investments's Walt Disney position peaked at $813K in Q3 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.