Westside Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $505K | Hold |
5,250
| – | – | 0.07% | 202 |
|
|
2026
Q1 | $506K | Sell |
5,250
-264
| -5% | -$27.9K | 0.08% | 191 |
|
|
2025
Q4 | $626K | Sell |
5,514
-222
| -4% | -$24.4K | 0.1% | 157 |
|
|
2025
Q3 | $656K | Buy |
5,736
+488
| +9% | +$57.5K | 0.1% | 153 |
|
|
2025
Q2 | $651K | Buy |
5,248
+114
| +2% | +$11.8K | 0.12% | 146 |
|
|
2025
Q1 | $507K | Buy |
5,134
+260
| +5% | +$27.9K | 0.11% | 152 |
|
|
2024
Q4 | $543K | Sell |
4,874
-1,245
| -20% | -$131K | 0.11% | 144 |
|
|
2024
Q3 | $587K | Buy |
6,119
+11
| +0.2% | +$1.01K | 0.13% | 143 |
|
|
2024
Q2 | $607K | Sell |
6,108
-660
| -10% | -$71K | 0.14% | 138 |
|
|
2024
Q1 | $828K | Sell |
6,768
-2,305
| -25% | -$241K | 0.2% | 116 |
|
|
2023
Q4 | $819K | Sell |
9,073
-3,288
| -27% | -$290K | 0.21% | 113 |
|
|
2023
Q3 | $1M | Sell |
12,361
-1,627
| -12% | -$139K | 0.29% | 89 |
|
|
2023
Q2 | $1.25M | Sell |
13,988
-1,690
| -11% | -$160K | 0.35% | 74 |
|
|
2023
Q1 | $1.56M | Buy |
15,678
+465
| +3% | +$46.9K | 0.46% | 59 |
|
|
2022
Q4 | $315K | Sell |
15,213
-1,471
| -9% | -$141K | 0.78% | 31 |
|
|
2022
Q3 | $380K | Sell |
16,684
-500
| -3% | -$53.5K | 0.91% | 25 |
|
|
2022
Q2 | $533K | Sell |
17,184
-1,483
| -8% | -$165K | 1.21% | 18 |
|
|
2022
Q1 | $564K | Buy |
18,667
+1,043
| +6% | +$151K | 1.24% | 18 |
|
|
2021
Q4 | $683K | Buy |
17,624
+929
| +6% | +$150K | 1.56% | 10 |
|
|
2021
Q3 | $663K | Buy |
16,695
+92
| +0.6% | +$16.4K | 1.53% | 12 |
|
|
2021
Q2 | $661K | Sell |
16,603
-750
| -4% | -$135K | 1.53% | 13 |
|
|
2021
Q1 | $556K | Sell |
17,353
-563
| -3% | -$104K | 1.47% | 13 |
|
|
2020
Q4 | $641K | Sell |
17,916
-74
| -0.4% | -$10.6K | 1.76% | 7 |
|
|
2020
Q3 | $439K | Buy |
17,990
+425
| +2% | +$53.1K | 0.2% | 14 |
|
|
2020
Q2 | $370K | Sell |
17,565
-40,206
| -70% | -$4.44M | 0.22% | 11 |
|
|
2020
Q1 | $144K | Buy |
+57,771
| New | +$7.3M | 0.1% | 30 |
|
|
2019
Q2 | $1.4M | Buy |
+10,126
| New | +$1.34M | 0.5% | 44 |
|
|
2018
Q4 | $905K | Buy |
8,227
+982
| +14% | +$112K | 0.33% | 52 |
|
|
2018
Q3 | $844K | Sell |
7,245
-41
| -0.6% | -$4.56K | 0.27% | 58 |
|
|
2018
Q2 | $774K | Buy |
7,286
+1,539
| +27% | +$157K | 0.27% | 62 |
|
|
2018
Q1 | $567K | Buy |
5,747
+1,223
| +27% | +$130K | 0.31% | 70 |
|
|
2017
Q4 | $498K | Buy |
4,524
+100
| +2% | +$10.3K | 0.27% | 80 |
|
|
2017
Q3 | $440K | Buy |
4,424
+2,000
| +83% | +$206K | 0.27% | 86 |
|
|
2017
Q2 | $251K | Sell |
2,424
-550
| -18% | -$60.2K | 0.16% | 118 |
|
|
2017
Q1 | $336K | Buy |
2,974
+572
| +24% | +$63K | 0.16% | 96 |
|
|
2016
Q4 | $263K | Buy |
+2,402
| New | +$234K | 0.18% | 82 |
|
Other funds holding DIS
Westside Investment Management's DIS Position: Q2 2026 in Review
Westside Investment Management held its Walt Disney (DIS) position steady in Q2 2026 at 5,250 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #202.
Westside Investment Management first reported a position in DIS in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.56M in Q1 2023. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Westside Investment Management held 5,250 shares of Walt Disney worth $505K as of Q2 2026.
- Westside Investment Management left its Walt Disney share count unchanged in Q2 2026.
- Walt Disney made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #202 holding.
- Westside Investment Management first reported a position in Walt Disney in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Walt Disney position peaked at $1.56M in Q1 2023.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.