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Westend Capital Management’s Walt Disney DIS Stock Holding History

Westend 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 		– Sell
-1
Closed -$114 – 261
2025
Q4 		$114 Hold
1
– – ﹤0.01% 234
2025
Q3 		$115 Hold
1
– – ﹤0.01% 249
2025
Q2 		$124 Hold
1
– – ﹤0.01% 222
2025
Q1 		$99 Hold
1
– – ﹤0.01% 226
2024
Q4 		$111 Hold
1
– – ﹤0.01% 218
2024
Q3 		$96 Hold
1
– – ﹤0.01% 238
2024
Q2 		$98 Sell
1
-51
-98% -$5.49K ﹤0.01% 221
2024
Q1 		$6.36K Buy
+52
New +$5.43K ﹤0.01% 150
2016
Q3 		$3.2M Sell
34,431
-25
-0.1% -$2.39K 4.47% 3
2016
Q2 		$3.37M Sell
34,456
-875
-2% -$87.5K 4.88% 2
2016
Q1 		$3.51M Sell
35,331
-146
-0.4% -$14.1K 4.8% 3
2015
Q4 		$3.73M Buy
35,477
+195
+0.6% +$21.7K 5.11% 3
2015
Q3 		$3.82M Sell
35,282
-346
-1% -$37.7K 4.85% 2
2015
Q2 		$4.12M Buy
35,628
+331
+0.9% +$36.3K 4.8% 3
2015
Q1 		$3.77M Sell
35,297
-3,876
-10% -$391K 4.45% 2
2014
Q4 		$3.69M Sell
39,173
-9,175
-19% -$827K 4.26% 3
2014
Q3 		$4.05M Buy
48,348
+28,111
+139% +$2.48M 4.42% 4
2014
Q2 		$1.74M Buy
20,237
+7,834
+63% +$640K 2.07% 20
2014
Q1 		$963K Sell
12,403
-1,662
-12% -$129K 1.14% 37
2013
Q4 		$1.07M Buy
+14,065
New +$974K 1.15% 31
2013
Q2 		$1.1M Buy
+17,499
New +$1.11M 1.15% 36

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

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

Westend Capital Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1 share — an estimated $114 sold.

Westend Capital Management first reported a position in DIS in Q2 2013 and held it in 21 quarters. The position peaked at $4.12M in Q2 2015. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Westend Capital Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Westend Capital Management sold 1 Walt Disney share in Q1 2026, an estimated $114.
  • Westend Capital Management first reported a position in Walt Disney in Q2 2013 and held it in 21 quarters.
  • Westend Capital Management's Walt Disney position peaked at $4.12M in Q2 2015.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.