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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
Q2 		$38.5K Buy
+400
New +$40.8K 0.01% 105
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 $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

Westend Capital Management's DIS Position: Q2 2026 in Review

Westend Capital Management opened a new position in Walt Disney (DIS) in Q2 2026: 400 shares worth $38.5K. The stake represents 0.01% of the portfolio and ranks #105 among its holdings. This is a return to the name: Westend Capital Management previously reported a position in DIS as recently as Q4 2025.

Westend Capital Management first reported a position in DIS in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.12M in Q2 2015. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Westend Capital Management held 400 shares of Walt Disney worth $38.5K as of Q2 2026.
  • Walt Disney was a new Westend Capital Management position in Q2 2026.
  • Walt Disney made up 0.01% of Westend Capital Management's portfolio in Q2 2026, its #105 holding.
  • Westend Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 22 quarters since.
  • Westend Capital Management's Walt Disney position peaked at $4.12M in Q2 2015.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.