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Vickerman Investment Advisors’s Walt Disney DIS Stock Holding History

Vickerman Investment Advisors’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 		$581K Sell
6,032
-750
-11% -$79.3K 0.12% 65
2025
Q4 		$772K Sell
6,782
-20,186
-75% -$2.22M 0.15% 62
2025
Q3 		$3.09M Sell
26,968
-489
-2% -$57.6K 0.62% 46
2025
Q2 		$3.4M Sell
27,457
-1,426
-5% -$148K 0.73% 41
2025
Q1 		$2.85M Sell
28,883
-700
-2% -$75.2K 0.65% 42
2024
Q4 		$3.29M Sell
29,583
-388
-1% -$40.8K 0.9% 34
2024
Q3 		$2.88M Buy
29,971
+537
+2% +$49.4K 0.85% 43
2024
Q2 		$2.92M Sell
29,434
-177
-0.6% -$19.1K 0.94% 37
2024
Q1 		$3.62M Buy
29,611
+181
+0.6% +$18.9K 1.17% 25
2023
Q4 		$2.66M Buy
29,430
+2,343
+9% +$207K 0.91% 42
2023
Q3 		$2.2M Sell
27,087
-410
-1% -$35K 0.9% 46
2023
Q2 		$2.45M Buy
27,497
+708
+3% +$67.1K 0.96% 46
2023
Q1 		$2.68M Buy
26,789
+107
+0.4% +$10.8K 1.06% 38
2022
Q4 		$2.32M Buy
26,682
+2,053
+8% +$196K 1.05% 40
2022
Q3 		$2.32M Buy
24,629
+868
+4% +$92.9K 1.12% 36
2022
Q2 		$2.24M Buy
23,761
+3,722
+19% +$413K 1.06% 37
2022
Q1 		$2.21M Buy
20,039
+3,217
+19% +$465K 0.98% 38
2021
Q4 		$2.61M Buy
16,822
+2,959
+21% +$478K 1.05% 32
2021
Q3 		$2.35M Buy
+13,863
New +$2.47M 0.94% 38

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

Vickerman Investment Advisors's DIS Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Walt Disney (DIS) stake by 11% in Q1 2026, selling an estimated $79.3K and leaving 6,032 shares worth $581K. The position accounts for 0.12% of the portfolio, ranked #65.

Vickerman Investment Advisors first reported a position in DIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Vickerman Investment Advisors held 6,032 shares of Walt Disney worth $581K as of Q1 2026.
  • Vickerman Investment Advisors sold 750 Walt Disney shares in Q1 2026, an estimated $79.3K.
  • Walt Disney made up 0.12% of Vickerman Investment Advisors's portfolio in Q1 2026, its #65 holding.
  • Vickerman Investment Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's Walt Disney position peaked at $3.62M in Q1 2024.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.