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Anchor Investment Management’s Walt Disney DIS Stock Holding History

Anchor 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 		$3.76M Buy
39,022
+690
+2% +$72.9K 0.31% 84
2025
Q4 		$4.36M Sell
38,332
-1,228
-3% -$135K 0.35% 69
2025
Q3 		$4.53M Sell
39,560
-739
-2% -$87K 0.38% 65
2025
Q2 		$5M Sell
40,299
-3,103
-7% -$322K 0.44% 59
2025
Q1 		$4.28M Sell
43,402
-745
-2% -$80.1K 0.4% 65
2024
Q4 		$4.92M Buy
44,147
+2,683
+6% +$282K 0.46% 57
2024
Q3 		$3.99M Sell
41,464
-497
-1% -$45.7K 0.38% 70
2024
Q2 		$4.17M Sell
41,961
-662
-2% -$71.3K 0.43% 59
2024
Q1 		$5.22M Sell
42,623
-2,477
-5% -$259K 0.55% 51
2023
Q4 		$4.07M Sell
45,100
-10,945
-20% -$965K 0.47% 60
2023
Q3 		$4.54M Sell
56,045
-2,026
-3% -$173K 0.59% 42
2023
Q2 		$5.18M Sell
58,071
-4,018
-6% -$381K 0.66% 40
2023
Q1 		$6.22M Sell
62,089
-904
-1% -$91.1K 0.85% 28
2022
Q4 		$5.47M Buy
62,993
+453
+0.7% +$43.3K 0.78% 31
2022
Q3 		$5.9M Buy
62,540
+1,450
+2% +$155K 0.92% 26
2022
Q2 		$5.77M Sell
61,090
-1,362
-2% -$151K 0.84% 29
2022
Q1 		$8.57M Sell
62,452
-273
-0.4% -$39.5K 1.08% 15
2021
Q4 		$9.72M Sell
62,725
-658
-1% -$106K 1.21% 14
2021
Q3 		$10.7M Buy
63,383
+418
+0.7% +$74.5K 1.49% 9
2021
Q2 		$11.1M Buy
62,965
+1,418
+2% +$255K 1.53% 8
2021
Q1 		$11.4M Buy
61,547
+668
+1% +$123K 1.73% 7
2020
Q4 		$11M Sell
60,879
-1,493
-2% -$214K 1.98% 5
2020
Q3 		$7.74M Sell
62,372
-1,701
-3% -$213K 1.57% 7
2020
Q2 		$7.14M Sell
64,073
-2,248
-3% -$248K 1.6% 7
2020
Q1 		$6.41M Buy
66,321
+952
+1% +$120K 1.65% 5
2019
Q4 		$9.45M Buy
65,369
+924
+1% +$129K 2.02% 4
2019
Q3 		$8.4M Buy
64,445
+569
+0.9% +$78.7K 1.93% 4
2019
Q2 		$8.92M Buy
63,876
+1,810
+3% +$240K 2.13% 4
2019
Q1 		$6.89M Buy
62,066
+25,403
+69% +$2.84M 1.72% 5
2018
Q4 		$4.02M Sell
36,663
-2,167
-6% -$246K 1.14% 14
2018
Q3 		$4.54M Sell
38,830
-511
-1% -$56.9K 1.04% 15
2018
Q2 		$4.12M Buy
39,341
+1,750
+5% +$179K 1.02% 17
2018
Q1 		$3.78M Buy
37,591
+1,291
+4% +$137K 0.99% 19
2017
Q4 		$3.9M Buy
36,300
+4,945
+16% +$509K 1.03% 17
2017
Q3 		$3.09M Sell
31,355
-682
-2% -$70.2K 0.91% 19
2017
Q2 		$3.4M Sell
32,037
-161
-0.5% -$17.6K 1.13% 14
2017
Q1 		$3.65M Sell
32,198
-224
-0.7% -$24.7K 1.25% 10
2016
Q4 		$3.38M Sell
32,422
-190
-0.6% -$18.5K 1.26% 10
2016
Q3 		$3.03M Sell
32,612
-185
-0.6% -$17.7K 1.17% 13
2016
Q2 		$3.21M Sell
32,797
-1,077
-3% -$108K 1.27% 11
2016
Q1 		$3.36M Buy
+33,874
New +$3.27M 1.38% 11

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

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

Anchor Investment Management increased its Walt Disney (DIS) stake by 1.8% in Q1 2026, buying an estimated $72.9K and bringing the position to 39,022 shares worth $3.76M. The position accounts for 0.31% of the portfolio, ranked #84.

Anchor Investment Management first reported a position in DIS in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.4M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Anchor Investment Management held 39,022 shares of Walt Disney worth $3.76M as of Q1 2026.
  • Anchor Investment Management bought 690 Walt Disney shares in Q1 2026, an estimated $72.9K.
  • Walt Disney made up 0.31% of Anchor Investment Management's portfolio in Q1 2026, its #84 holding.
  • Anchor Investment Management first reported a position in Walt Disney in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Walt Disney position peaked at $11.4M in Q1 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.