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AM Investment Strategies’s Walt Disney DIS Stock Holding History

AM Investment Strategies’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
Q2 		$381K Buy
3,958
+10
+0.3% +$1.02K 0.07% 82
2026
Q1 		$380K Sell
3,948
-61
-2% -$6.45K 0.08% 82
2025
Q4 		$456K Sell
4,009
-7
-0.2% -$771 0.09% 77
2025
Q3 		$460K Sell
4,016
-67
-2% -$7.89K 0.1% 77
2025
Q2 		$503K Sell
4,083
-2,260
-36% -$235K 0.12% 75
2025
Q1 		$626K Sell
6,343
-175
-3% -$18.8K 0.15% 63
2024
Q4 		$726K Sell
6,518
-404
-6% -$42.4K 0.18% 61
2024
Q3 		$666K Buy
6,922
+1,794
+35% +$165K 0.16% 57
2024
Q2 		$509K Buy
5,128
+1,095
+27% +$118K 0.13% 68
2024
Q1 		$494K Buy
4,033
+12
+0.3% +$1.25K 0.13% 68
2023
Q4 		$363K Buy
4,021
+81
+2% +$7.14K 0.1% 76
2023
Q3 		$319K Hold
3,940
– – 0.1% 72
2023
Q2 		$352K Sell
3,940
-3,000
-43% -$284K 0.11% 70
2023
Q1 		$695K Sell
6,940
-1,195
-15% -$120K 0.24% 49
2022
Q4 		$707K Buy
8,135
+4,994
+159% +$478K 0.25% 50
2022
Q3 		$296K Buy
3,141
+100
+3% +$10.7K 0.11% 68
2022
Q2 		$287K Buy
3,041
+514
+20% +$57K 0.1% 74
2022
Q1 		$347K Buy
2,527
+493
+24% +$71.3K 0.09% 80
2021
Q4 		$317K Buy
2,034
+675
+50% +$109K 0.08% 88
2021
Q3 		$230K Hold
1,359
– – 0.06% 102
2021
Q2 		$239K Sell
1,359
-136
-9% -$24.5K 0.06% 99
2021
Q1 		$276K Buy
1,495
+100
+7% +$18.4K 0.08% 82
2020
Q4 		$253K Buy
+1,395
New +$200K 0.08% 77

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AM Investment Strategies's DIS Position: Q2 2026 in Review

AM Investment Strategies increased its Walt Disney (DIS) stake by 0.25% in Q2 2026, buying an estimated $1.02K and bringing the position to 3,958 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #82.

AM Investment Strategies first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $726K in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • AM Investment Strategies held 3,958 shares of Walt Disney worth $381K as of Q2 2026.
  • AM Investment Strategies bought 10 Walt Disney shares in Q2 2026, an estimated $1.02K.
  • Walt Disney made up 0.07% of AM Investment Strategies's portfolio in Q2 2026, its #82 holding.
  • AM Investment Strategies first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • AM Investment Strategies's Walt Disney position peaked at $726K in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.