Viewpoint Capital Management’s Walt Disney DIS Stock Holding History

Viewpoint 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	$327K	Sell	3,389 -673	-17%	-$71.1K	0.15%	83
2025 Q4	$462K	Hold	4,062	–	–	0.2%	72
2025 Q3	$465K	Hold	4,062	–	–	0.2%	70
2025 Q2	$504K	Hold	4,062	–	–	0.25%	65
2025 Q1	$401K	Sell	4,062 -7	-0.2%	-$752	0.22%	76
2024 Q4	$453K	Hold	4,069	–	–	0.24%	68
2024 Q3	$391K	Sell	4,069 -50	-1%	-$4.6K	0.22%	75
2024 Q2	$409K	Sell	4,119 -110	-3%	-$11.8K	0.25%	68
2024 Q1	$517K	Hold	4,229	–	–	0.33%	57
2023 Q4	$382K	Sell	4,229 -630	-13%	-$55.5K	0.27%	68
2023 Q3	$394K	Hold	4,859	–	–	0.31%	58
2023 Q2	$434K	Sell	4,859 -1,300	-21%	-$123K	0.34%	55
2023 Q1	$617K	Sell	6,159 -175	-3%	-$17.6K	0.55%	46
2022 Q4	$550K	Buy	6,334 +250	+4%	+$23.9K	0.53%	45
2022 Q3	$574K	Sell	6,084 -75	-1%	-$8.03K	0.57%	43
2022 Q2	$581K	Buy	6,159 +610	+11%	+$67.7K	0.54%	46
2022 Q1	$761K	Sell	5,549 -380	-6%	-$54.9K	0.59%	41
2021 Q4	$918K	Buy	+5,929	New	+$958K	0.67%	40

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

Viewpoint Capital Management's DIS Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Walt Disney (DIS) stake by 17% in Q1 2026, selling an estimated $71.1K and leaving 3,389 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #83.

Viewpoint Capital Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $918K in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Viewpoint Capital Management held 3,389 shares of Walt Disney worth $327K as of Q1 2026.
Viewpoint Capital Management sold 673 Walt Disney shares in Q1 2026, an estimated $71.1K.
Walt Disney made up 0.15% of Viewpoint Capital Management's portfolio in Q1 2026, its #83 holding.
Viewpoint Capital Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
Viewpoint Capital Management's Walt Disney position peaked at $918K in Q4 2021.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.