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Twin Lakes Capital Management’s Walt Disney DIS Stock Holding History

Twin Lakes 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
Q1 		$451K Sell
4,680
-6
-0.1% -$634 0.21% 58
2025
Q4 		$533K Sell
4,686
-190
-4% -$20.9K 0.24% 54
2025
Q3 		$558K Sell
4,876
-33
-0.7% -$3.89K 0.26% 53
2025
Q2 		$609K Sell
4,909
-384
-7% -$39.9K 0.37% 50
2025
Q1 		$522K Buy
5,293
+6
+0.1% +$645 0.35% 49
2024
Q4 		$589K Sell
5,287
-325
-6% -$34.1K 0.38% 48
2024
Q3 		$540K Sell
5,612
-63
-1% -$5.8K 0.35% 51
2024
Q2 		$563K Sell
5,675
-206
-4% -$22.2K 0.38% 47
2024
Q1 		$720K Hold
5,881
– – 0.49% 41
2023
Q4 		$531K Sell
5,881
-514
-8% -$45.3K 0.36% 49
2023
Q3 		$518K Hold
6,395
– – 0.38% 49
2023
Q2 		$571K Sell
6,395
-11
-0.2% -$1.04K 0.41% 48
2023
Q1 		$641K Sell
6,406
-29
-0.5% -$2.92K 0.48% 45
2022
Q4 		$559K Sell
6,435
-2,921
-31% -$279K 0.43% 46
2022
Q3 		$883K Hold
9,356
– – 0.71% 32
2022
Q2 		$883K Sell
9,356
-32
-0.3% -$3.55K 0.64% 37
2022
Q1 		$1.29M Buy
9,388
+18
+0.2% +$2.6K 0.73% 36
2021
Q4 		$1.45M Sell
9,370
-37
-0.4% -$5.98K 0.77% 35
2021
Q3 		$1.59M Buy
9,407
+703
+8% +$125K 0.93% 30
2021
Q2 		$1.53M Buy
8,704
+232
+3% +$41.7K 0.85% 31
2021
Q1 		$1.56M Buy
8,472
+414
+5% +$76.3K 0.96% 29
2020
Q4 		$1.46M Buy
+8,058
New +$1.16M 1.04% 30

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

Twin Lakes Capital Management's DIS Position: Q1 2026 in Review

Twin Lakes Capital Management reduced its Walt Disney (DIS) stake by 0.13% in Q1 2026, selling an estimated $634 and leaving 4,680 shares worth $451K. The position accounts for 0.21% of the portfolio, ranked #58.

Twin Lakes Capital Management first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.59M in Q3 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Twin Lakes Capital Management held 4,680 shares of Walt Disney worth $451K as of Q1 2026.
  • Twin Lakes Capital Management sold 6 Walt Disney shares in Q1 2026, an estimated $634.
  • Walt Disney made up 0.21% of Twin Lakes Capital Management's portfolio in Q1 2026, its #58 holding.
  • Twin Lakes Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • Twin Lakes Capital Management's Walt Disney position peaked at $1.59M in Q3 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.