Wittenberg 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
Q1 | $379K | Hold |
3,928
| – | – | 0.14% | 56 |
|
|
2025
Q4 | $447K | Sell |
3,928
-50
| -1% | -$5.51K | 0.17% | 51 |
|
|
2025
Q3 | $455K | Hold |
3,978
| – | – | 0.18% | 52 |
|
|
2025
Q2 | $493K | Sell |
3,978
-50
| -1% | -$5.2K | 0.22% | 49 |
|
|
2025
Q1 | $398K | Sell |
4,028
-78
| -2% | -$8.38K | 0.18% | 51 |
|
|
2024
Q4 | $457K | Sell |
4,106
-60
| -1% | -$6.3K | 0.18% | 50 |
|
|
2024
Q3 | $401K | Hold |
4,166
| – | – | 0.13% | 59 |
|
|
2024
Q2 | $414K | Hold |
4,166
| – | – | 0.14% | 60 |
|
|
2024
Q1 | $510K | Sell |
4,166
-2
| -0% | -$209 | 0.17% | 60 |
|
|
2023
Q4 | $376K | Hold |
4,168
| – | – | 0.13% | 65 |
|
|
2023
Q3 | $338K | Hold |
4,168
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $372K | Sell |
4,168
-135
| -3% | -$12.8K | 0.13% | 64 |
|
|
2023
Q1 | $431K | Hold |
4,303
| – | – | 0.16% | 62 |
|
|
2022
Q4 | $374K | Hold |
4,303
| – | – | 0.15% | 61 |
|
|
2022
Q3 | $406K | Sell |
4,303
-5
| -0.1% | -$535 | 0.17% | 60 |
|
|
2022
Q2 | $407K | Buy |
4,308
+5
| +0.1% | +$555 | 0.17% | 59 |
|
|
2022
Q1 | $590K | Hold |
4,303
| – | – | 0.22% | 48 |
|
|
2021
Q4 | $666K | Hold |
4,303
| – | – | 0.24% | 47 |
|
|
2021
Q3 | $728K | Hold |
4,303
| – | – | 0.28% | 42 |
|
|
2021
Q2 | $756K | Hold |
4,303
| – | – | 0.3% | 37 |
|
|
2021
Q1 | $794K | Buy |
4,303
+10
| +0.2% | +$1.84K | 0.36% | 36 |
|
|
2020
Q4 | $778K | Sell |
4,293
-200
| -4% | -$28.7K | 0.38% | 35 |
|
|
2020
Q3 | $557K | Hold |
4,493
| – | – | 0.3% | 39 |
|
|
2020
Q2 | $501K | Sell |
4,493
-600
| -12% | -$66.2K | 0.28% | 42 |
|
|
2020
Q1 | $492K | Hold |
5,093
| – | – | 0.27% | 41 |
|
|
2019
Q4 | $737K | Hold |
5,093
| – | – | 0.29% | 44 |
|
|
2019
Q3 | $664K | Sell |
5,093
-165
| -3% | -$22.8K | 0.29% | 46 |
|
|
2019
Q2 | $734K | Hold |
5,258
| – | – | 0.31% | 49 |
|
|
2019
Q1 | $584K | Hold |
5,258
| – | – | 0.25% | 51 |
|
|
2018
Q4 | $577K | Hold |
5,258
| – | – | 0.27% | 51 |
|
|
2018
Q3 | $615K | Sell |
5,258
-600
| -10% | -$66.8K | 0.25% | 49 |
|
|
2018
Q2 | $614K | Hold |
5,858
| – | – | 0.26% | 49 |
|
|
2018
Q1 | $588K | Hold |
5,858
| – | – | 0.25% | 50 |
|
|
2017
Q4 | $630K | Sell |
5,858
-200
| -3% | -$20.6K | 0.27% | 48 |
|
|
2017
Q3 | $597K | Hold |
6,058
| – | – | 0.26% | 49 |
|
|
2017
Q2 | $644K | Hold |
6,058
| – | – | 0.29% | 44 |
|
|
2017
Q1 | $687K | Sell |
6,058
-700
| -10% | -$77.1K | 0.33% | 43 |
|
|
2016
Q4 | $704K | Buy |
+6,758
| New | +$659K | 0.32% | 46 |
|
Other funds holding DIS
VCM
VPM
Wittenberg Investment Management's DIS Position: Q1 2026 in Review
Wittenberg Investment Management held its Walt Disney (DIS) position steady in Q1 2026 at 3,928 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #56.
Wittenberg Investment Management first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $794K in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Wittenberg Investment Management held 3,928 shares of Walt Disney worth $379K as of Q1 2026.
- Wittenberg Investment Management left its Walt Disney share count unchanged in Q1 2026.
- Walt Disney made up 0.14% of Wittenberg Investment Management's portfolio in Q1 2026, its #56 holding.
- Wittenberg Investment Management first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
- Wittenberg Investment Management's Walt Disney position peaked at $794K in Q1 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.