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Triumph Capital Management’s Walt Disney DIS Stock Holding History

Triumph Capital 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
Q2 		$546K Sell
5,669
-274
-5% -$27.9K 0.1% 202
2026
Q1 		$573K Buy
5,943
+177
+3% +$18.7K 0.12% 171
2025
Q4 		$656K Buy
5,766
+775
+16% +$85.4K 0.14% 141
2025
Q3 		$571K Sell
4,991
-193
-4% -$22.7K 0.15% 150
2025
Q2 		$643K Sell
5,184
-680
-12% -$70.7K 0.19% 128
2025
Q1 		$579K Buy
5,864
+209
+4% +$22.5K 0.19% 140
2024
Q4 		$630K Sell
5,655
-2,246
-28% -$236K 0.22% 118
2024
Q3 		$760K Buy
7,901
+3,023
+62% +$278K 0.27% 92
2024
Q2 		$484K Buy
4,878
+70
+1% +$7.54K 0.19% 129
2024
Q1 		$584K Sell
4,808
-2,673
-36% -$279K 0.24% 101
2023
Q4 		$678K Buy
7,481
+367
+5% +$32.4K 0.29% 79
2023
Q3 		$577K Buy
7,114
+2,755
+63% +$235K 0.26% 90
2023
Q2 		$389K Buy
4,359
+459
+12% +$43.5K 0.18% 121
2023
Q1 		$391K Sell
3,900
-100
-3% -$10.1K 0.2% 102
2022
Q4 		$348K Buy
4,000
+926
+30% +$88.6K 0.19% 125
2022
Q3 		$290K Buy
3,074
+180
+6% +$19.3K 0.16% 132
2022
Q2 		$273K Buy
2,894
+241
+9% +$26.7K 0.14% 153
2022
Q1 		$364K Sell
2,653
-126
-5% -$18.2K 0.16% 132
2021
Q4 		$430K Buy
2,779
+1,590
+134% +$257K 0.19% 115
2021
Q3 		$201K Buy
+1,189
New +$212K 0.09% 181

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triumph Capital Management's DIS Position: Q2 2026 in Review

Triumph Capital Management reduced its Walt Disney (DIS) stake by 4.6% in Q2 2026, selling an estimated $27.9K and leaving 5,669 shares worth $546K. The position accounts for 0.1% of the portfolio, ranked #202.

Triumph Capital Management first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $760K in Q3 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Triumph Capital Management held 5,669 shares of Walt Disney worth $546K as of Q2 2026.
  • Triumph Capital Management sold 274 Walt Disney shares in Q2 2026, an estimated $27.9K.
  • Walt Disney made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #202 holding.
  • Triumph Capital Management first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • Triumph Capital Management's Walt Disney position peaked at $760K in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.