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Analyst IMS Investment Management Services’s Walt Disney DIS Stock Holding History

Analyst IMS Investment Management Services’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 		– Sell
-8,449
Closed -$961K – 145
2025
Q4 		$961K Sell
8,449
-346
-4% -$38.1K 0.03% 85
2025
Q3 		$1.01M Buy
8,795
+3,534
+67% +$416K 0.03% 84
2025
Q2 		$652K Buy
5,261
+17
+0.3% +$1.77K 0.02% 103
2025
Q1 		$518K Buy
+5,244
New +$564K 0.02% 109
2024
Q3 		– Sell
-2,464
Closed -$245K – 136
2024
Q2 		$245K Buy
+2,464
New +$265K 0.01% 122
2022
Q1 		– Sell
-1,396
Closed -$218K – 104
2021
Q4 		$218K Hold
1,396
– – 0.02% 103
2021
Q3 		$236K Sell
1,396
-21
-1% -$3.74K 0.03% 94
2021
Q2 		$249K Buy
1,417
+21
+2% +$3.78K 0.03% 93
2021
Q1 		$258K Hold
1,396
– – 0.03% 91
2020
Q4 		$252K Buy
+1,396
New +$200K 0.04% 87
2018
Q4 		– Sell
-1,870
Closed -$217K – 110
2018
Q3 		$217K Buy
+1,870
New +$208K 0.03% 101
2018
Q1 		– Sell
-12,020
Closed -$1.29M – 107
2017
Q4 		$1.29M Sell
12,020
-300
-2% -$30.9K 0.4% 50
2017
Q3 		$1.21M Sell
12,320
-176
-1% -$18.1K 0.4% 53
2017
Q2 		$1.33M Hold
12,496
– – 0.47% 45
2017
Q1 		$1.42M Hold
12,496
– – 0.55% 40
2016
Q4 		$1.3M Sell
12,496
-667
-5% -$65K 0.57% 41
2016
Q3 		$1.22M Sell
13,163
-450
-3% -$43.1K 0.52% 45
2016
Q2 		$1.33M Sell
13,613
-413
-3% -$41.3K 0.56% 41
2016
Q1 		$1.39M Buy
14,026
+490
+4% +$47.3K 0.6% 43
2015
Q4 		$1.42M Buy
13,536
+160
+1% +$17.8K 0.59% 47
2015
Q3 		$1.37M Sell
13,376
-149
-1% -$16.2K 0.58% 52
2015
Q2 		$1.54M Buy
13,525
+1,349
+11% +$148K 0.6% 51
2015
Q1 		$1.28M Sell
12,176
-1,459
-11% -$147K 0.5% 56
2014
Q4 		$1.28M Buy
+13,635
New +$1.23M 0.49% 56

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Analyst IMS Investment Management Services's DIS Position: Q1 2026 in Review

Analyst IMS Investment Management Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 8,449 shares — an estimated $961K sold.

Analyst IMS Investment Management Services first reported a position in DIS in Q4 2014 and held it in 24 quarters. The position peaked at $1.54M in Q2 2015. 3,014 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Analyst IMS Investment Management Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 8,449 Walt Disney shares in Q1 2026, an estimated $961K.
  • Analyst IMS Investment Management Services first reported a position in Walt Disney in Q4 2014 and held it in 24 quarters.
  • Analyst IMS Investment Management Services's Walt Disney position peaked at $1.54M in Q2 2015.
  • 3,014 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.