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Wilkinson Global Asset Management’s Walt Disney DIS Stock Holding History

Wilkinson Global Asset 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 		$35.3M Sell
366,306
-31,633
-8% -$3.34M 2.69% 17
2025
Q4 		$45.3M Sell
397,939
-45,842
-10% -$5.05M 3.09% 17
2025
Q3 		$50.8M Sell
443,781
-12,247
-3% -$1.44M 3.2% 15
2025
Q2 		$56.6M Sell
456,028
-37,031
-8% -$3.85M 3.56% 13
2025
Q1 		$48.7M Sell
493,059
-7,312
-1% -$786K 3.04% 16
2024
Q4 		$55.7M Sell
500,371
-6,643
-1% -$698K 3.42% 13
2024
Q3 		$48.8M Sell
507,014
-17,510
-3% -$1.61M 2.94% 14
2024
Q2 		$52.1M Sell
524,524
-3,442
-0.7% -$371K 3.26% 12
2024
Q1 		$64.6M Sell
527,966
-4,946
-0.9% -$517K 4.06% 10
2023
Q4 		$48.1M Sell
532,912
-28,697
-5% -$2.53M 3.32% 12
2023
Q3 		$45.5M Sell
561,609
-1,020
-0.2% -$87.1K 3.49% 11
2023
Q2 		$50.2M Sell
562,629
-6,834
-1% -$647K 3.82% 11
2023
Q1 		$57M Buy
569,463
+27,678
+5% +$2.79M 4.51% 10
2022
Q4 		$47.1M Sell
541,785
-34,807
-6% -$3.33M 3.92% 10
2022
Q3 		$54.4M Buy
576,592
+87,877
+18% +$9.4M 4.9% 8
2022
Q2 		$46.1M Sell
488,715
-11,604
-2% -$1.29M 3.93% 10
2022
Q1 		$68.6M Buy
500,319
+3,863
+0.8% +$558K 4.42% 9
2021
Q4 		$76.9M Buy
496,456
+24,275
+5% +$3.92M 4.26% 7
2021
Q3 		$79.9M Sell
472,181
-5,026
-1% -$896K 4.86% 6
2021
Q2 		$83.9M Buy
477,207
+5,194
+1% +$934K 4.95% 6
2021
Q1 		$87.1M Buy
+472,013
New +$87M 5.51% 4

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

Wilkinson Global Asset Management's DIS Position: Q1 2026 in Review

Wilkinson Global Asset Management reduced its Walt Disney (DIS) stake by 7.9% in Q1 2026, selling an estimated $3.34M and leaving 366,306 shares worth $35.3M. The position accounts for 2.69% of the portfolio, ranked #17.

Wilkinson Global Asset Management first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $87.1M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wilkinson Global Asset Management held 366,306 shares of Walt Disney worth $35.3M as of Q1 2026.
  • Wilkinson Global Asset Management sold 31,633 Walt Disney shares in Q1 2026, an estimated $3.34M.
  • Walt Disney made up 2.69% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #17 holding.
  • Wilkinson Global Asset Management first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Wilkinson Global Asset Management's Walt Disney position peaked at $87.1M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.