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Baldwin Investment Management’s Walt Disney DIS Stock Holding History

Baldwin 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
Q2 		$2.14M Buy
22,282
+4,202
+23% +$428K 0.21% 74
2026
Q1 		$1.74M Buy
18,080
+8,038
+80% +$850K 0.2% 70
2025
Q4 		$1.14M Buy
10,042
+1,140
+13% +$126K 0.13% 97
2025
Q3 		$1.02M Sell
8,902
-189
-2% -$22.3K 0.12% 109
2025
Q2 		$1.13M Sell
9,091
-328
-3% -$34.1K 0.14% 100
2025
Q1 		$930K Buy
9,419
+243
+3% +$26.1K 0.11% 105
2024
Q4 		$1.02M Buy
9,176
+510
+6% +$53.6K 0.13% 100
2024
Q3 		$834K Buy
8,666
+948
+12% +$87.2K 0.1% 119
2024
Q2 		$766K Sell
7,718
-75
-1% -$8.07K 0.1% 121
2024
Q1 		$953K Buy
7,793
+1,135
+17% +$119K 0.13% 109
2023
Q4 		$601K Sell
6,658
-1,250
-16% -$110K 0.09% 126
2023
Q3 		$641K Buy
7,908
+75
+1% +$6.41K 0.11% 120
2023
Q2 		$699K Buy
7,833
+80
+1% +$7.58K 0.12% 117
2023
Q1 		$776K Buy
7,753
+82
+1% +$8.27K 0.14% 106
2022
Q4 		$666K Buy
7,671
+925
+14% +$88.5K 0.12% 119
2022
Q3 		$636K Sell
6,746
-55
-0.8% -$5.89K 0.13% 110
2022
Q2 		$642K Sell
6,801
-8,950
-57% -$993K 0.12% 123
2022
Q1 		$2.16M Buy
15,751
+1,600
+11% +$231K 0.33% 49
2021
Q4 		$2.19M Buy
14,151
+4,090
+41% +$661K 0.34% 53
2021
Q3 		$1.7M Buy
10,061
+65
+0.7% +$11.6K 0.3% 59
2021
Q2 		$1.76M Sell
9,996
-640
-6% -$115K 0.3% 60
2021
Q1 		$1.96M Buy
10,636
+481
+5% +$88.7K 0.36% 52
2020
Q4 		$1.84M Buy
10,155
+1,814
+22% +$260K 0.36% 49
2020
Q3 		$1.03M Buy
+8,341
New +$1.04M 0.24% 75
2014
Q2 		– Sell
-2,694
Closed -$216K – 133
2014
Q1 		$216K Hold
2,694
– – 0.1% 127
2013
Q4 		$206K Buy
+2,694
New +$187K 0.09% 130

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

Baldwin Investment Management's DIS Position: Q2 2026 in Review

Baldwin Investment Management increased its Walt Disney (DIS) stake by 23% in Q2 2026, buying an estimated $428K and bringing the position to 22,282 shares worth $2.14M. The position accounts for 0.21% of the portfolio, ranked #74.

Baldwin Investment Management first reported a position in DIS in Q4 2013 and has held it in 26 quarters since. The position peaked at $2.19M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Baldwin Investment Management held 22,282 shares of Walt Disney worth $2.14M as of Q2 2026.
  • Baldwin Investment Management bought 4,202 Walt Disney shares in Q2 2026, an estimated $428K.
  • Walt Disney made up 0.21% of Baldwin Investment Management's portfolio in Q2 2026, its #74 holding.
  • Baldwin Investment Management first reported a position in Walt Disney in Q4 2013 and has held it in 26 quarters since.
  • Baldwin Investment Management's Walt Disney position peaked at $2.19M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.