WP
DIS icon

Westmount Partners’s Walt Disney DIS Stock Holding History

Westmount Partners’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 		$1.93M Buy
20,032
+2,401
+14% +$245K 0.42% 56
2026
Q1 		$1.7M Buy
17,631
+4
+0% +$423 0.42% 53
2025
Q4 		$2.01M Sell
17,627
-961
-5% -$106K 0.5% 45
2025
Q3 		$2.1M Sell
18,588
-371
-2% -$43.7K 0.54% 42
2025
Q2 		$2.35M Sell
18,959
-1,605
-8% -$167K 0.65% 34
2025
Q1 		$2.03M Sell
20,564
-115
-0.6% -$12.4K 0.62% 39
2024
Q4 		$2.3M Sell
20,679
-1,978
-9% -$208K 0.7% 29
2024
Q3 		$2.18M Buy
22,657
+931
+4% +$85.7K 0.66% 31
2024
Q2 		$2.13M Buy
21,726
+2,774
+15% +$299K 0.7% 30
2024
Q1 		$2.32M Buy
18,952
+3
+0% +$313 0.83% 25
2023
Q4 		$1.71M Buy
18,949
+2
+0% +$176 0.7% 32
2023
Q3 		$1.54M Sell
18,947
-194
-1% -$16.6K 0.68% 34
2023
Q2 		$1.71M Buy
19,141
+666
+4% +$63.1K 0.74% 27
2023
Q1 		$1.85M Buy
18,475
+414
+2% +$41.7K 0.86% 24
2022
Q4 		$1.57M Buy
+18,061
New +$1.73M 0.82% 25

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

Westmount Partners's DIS Position: Q2 2026 in Review

Westmount Partners increased its Walt Disney (DIS) stake by 14% in Q2 2026, buying an estimated $245K and bringing the position to 20,032 shares worth $1.93M. The position accounts for 0.42% of the portfolio, ranked #56.

Westmount Partners first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Westmount Partners held 20,032 shares of Walt Disney worth $1.93M as of Q2 2026.
  • Westmount Partners bought 2,401 Walt Disney shares in Q2 2026, an estimated $245K.
  • Walt Disney made up 0.42% of Westmount Partners's portfolio in Q2 2026, its #56 holding.
  • Westmount Partners first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Walt Disney position peaked at $2.35M in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.