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Allen Investment Management’s Walt Disney DIS Stock Holding History

Allen 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
2025
Q4 		– Sell
-1,773
Closed -$203K – 225
2025
Q3 		$203K Buy
1,773
+120
+7% +$14.1K ﹤0.01% 201
2025
Q2 		$205K Buy
+1,653
New +$172K ﹤0.01% 196
2024
Q4 		– Sell
-34,912
Closed -$3.36M – 210
2024
Q3 		$3.36M Hold
34,912
– – 0.04% 99
2024
Q2 		$3.47M Buy
34,912
+63
+0.2% +$6.78K 0.04% 101
2024
Q1 		$4.26M Hold
34,849
– – 0.05% 88
2023
Q4 		$3.15M Sell
34,849
-1,785
-5% -$157K 0.04% 95
2023
Q3 		$2.97M Hold
36,634
– – 0.04% 92
2023
Q2 		$3.27M Sell
36,634
-107
-0.3% -$10.1K 0.05% 89
2023
Q1 		$3.68M Buy
36,741
+107
+0.3% +$10.8K 0.06% 81
2022
Q4 		$3.18M Buy
36,634
+134
+0.4% +$12.8K 0.05% 83
2022
Q3 		$3.44M Sell
36,500
-25
-0.1% -$2.68K 0.06% 84
2022
Q2 		$3.45M Buy
36,525
+25
+0.1% +$2.77K 0.06% 84
2022
Q1 		$5.01M Hold
36,500
– – 0.07% 80
2021
Q4 		$5.65M Buy
36,500
+29,370
+412% +$4.74M 0.07% 82
2021
Q3 		$1.21M Buy
7,130
+2,905
+69% +$518K 0.02% 111
2021
Q2 		$743K Hold
4,225
– – 0.01% 119
2021
Q1 		$780K Hold
4,225
– – 0.01% 121
2020
Q4 		$765K Buy
4,225
+169
+4% +$24.3K 0.01% 119
2020
Q3 		$503K Buy
+4,056
New +$507K 0.01% 128

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Allen Investment Management's DIS Position: Q4 2025 in Review

Allen Investment Management sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,773 shares — an estimated $203K sold.

Allen Investment Management first reported a position in DIS in Q3 2020 and held it in 19 quarters. The position peaked at $5.65M in Q4 2021. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Allen Investment Management reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Allen Investment Management sold 1,773 Walt Disney shares in Q4 2025, an estimated $203K.
  • Allen Investment Management first reported a position in Walt Disney in Q3 2020 and held it in 19 quarters.
  • Allen Investment Management's Walt Disney position peaked at $5.65M in Q4 2021.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Allen Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.