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Access Investment Management’s Walt Disney DIS Stock Holding History

Access Investment 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 		$629K Hold
6,527
– – 0.17% 62
2025
Q4 		$747K Hold
6,527
– – 0.2% 58
2025
Q3 		$747K Hold
6,527
– – 0.2% 58
2025
Q2 		$809K Buy
+6,527
New +$678K 0.23% 54
2024
Q4 		$692K Hold
6,216
– – 0.2% 63
2024
Q3 		$598K Hold
6,216
– – 0.18% 67
2024
Q2 		$617K Hold
6,216
– – 0.2% 63
2024
Q1 		$761K Hold
6,216
– – 0.25% 59
2023
Q4 		$561K Buy
+6,216
New +$548K 0.21% 59

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

Access Investment Management's DIS Position: Q1 2026 in Review

Access Investment Management held its Walt Disney (DIS) position steady in Q1 2026 at 6,527 shares worth $629K. The position accounts for 0.17% of the portfolio, ranked #62.

Access Investment Management first reported a position in DIS in Q4 2023 and has held it in 9 quarters since. The position peaked at $809K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Access Investment Management held 6,527 shares of Walt Disney worth $629K as of Q1 2026.
  • Access Investment Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.17% of Access Investment Management's portfolio in Q1 2026, its #62 holding.
  • Access Investment Management first reported a position in Walt Disney in Q4 2023 and has held it in 9 quarters since.
  • Access Investment Management's Walt Disney position peaked at $809K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.