Axiom Investment Management’s Walt Disney DIS Stock Holding History

Axiom 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	$22.5K	Buy	+233	New	+$24.6K	0.02%	265
2022 Q4	–	Sell	-910	Closed	-$88K	–	177
2022 Q3	$88K	Buy	+910	New	+$97.4K	0.18%	109
2021 Q2	–	Sell	-885	Closed	-$165K	–	169
2021 Q1	$165K	Sell	885 -2,373	-73%	-$438K	0.13%	126
2020 Q4	$343	Buy	+3,258	New	+$468K	0.31%	78
2020 Q1	–	Sell	-4,397	Closed	-$636K	–	128
2019 Q4	$636K	Sell	4,397 -9,779	-69%	-$1.36M	0.91%	27
2019 Q3	$1.86M	Sell	14,176 -51,276	-78%	-$7.09M	1.42%	17
2019 Q2	$9.14M	Sell	65,452 -8,414	-11%	-$1.12M	1.65%	8
2019 Q1	$8.21M	Buy	73,866 +8,102	+12%	+$906K	1.56%	10
2018 Q4	$7.21M	Buy	+65,764	New	+$7.48M	1.52%	12

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Axiom Investment Management opened a new position in Walt Disney (DIS) in Q1 2026: 233 shares worth $22.5K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in DIS as recently as Q3 2022.

Axiom Investment Management first reported a position in DIS in Q4 2018 and has held it in 9 quarters since. The position peaked at $9.14M in Q2 2019. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Axiom Investment Management held 233 shares of Walt Disney worth $22.5K as of Q1 2026.
Walt Disney was a new Axiom Investment Management position in Q1 2026.
Walt Disney made up 0.02% of Axiom Investment Management's portfolio in Q1 2026, its #265 holding.
Axiom Investment Management first reported a position in Walt Disney in Q4 2018 and has held it in 9 quarters since.
Axiom Investment Management's Walt Disney position peaked at $9.14M in Q2 2019.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.