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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
Q2 		$556K Sell
5,778
-254
-4% -$25.9K 0.11% 73
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 $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

Vickerman Investment Advisors's DIS Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Walt Disney (DIS) stake by 4.2% in Q2 2026, selling an estimated $25.9K and leaving 5,778 shares worth $556K. The position accounts for 0.11% of the portfolio, ranked #73.

Vickerman Investment Advisors first reported a position in DIS in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.62M in Q1 2024. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Vickerman Investment Advisors held 5,778 shares of Walt Disney worth $556K as of Q2 2026.
  • Vickerman Investment Advisors sold 254 Walt Disney shares in Q2 2026, an estimated $25.9K.
  • Walt Disney made up 0.11% of Vickerman Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Vickerman Investment Advisors first reported a position in Walt Disney in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's Walt Disney position peaked at $3.62M in Q1 2024.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.