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Broad Run Investment Management’s Walt Disney DIS Stock Holding History

Broad Run 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 		$3.3M Sell
34,270
-5,536
-14% -$585K 0.58% 20
2025
Q4 		$4.53M Sell
39,806
-2,288
-5% -$252K 0.84% 19
2025
Q3 		$4.82M Sell
42,094
-9,619
-19% -$1.13M 0.79% 19
2025
Q2 		$6.41M Sell
51,713
-5,636
-10% -$586K 0.98% 20
2025
Q1 		$5.66M Sell
57,349
-1,310
-2% -$141K 0.94% 20
2024
Q4 		$6.53M Sell
58,659
-1,904
-3% -$200K 0.89% 20
2024
Q3 		$5.83M Sell
60,563
-3,605
-6% -$332K 0.7% 21
2024
Q2 		$6.37M Sell
64,168
-7,998
-11% -$861K 0.87% 21
2024
Q1 		$8.83M Sell
72,166
-1,852
-3% -$193K 1.08% 21
2023
Q4 		$6.68M Sell
74,018
-15,814
-18% -$1.39M 0.89% 21
2023
Q3 		$7.28M Sell
89,832
-7,533
-8% -$643K 0.96% 20
2023
Q2 		$8.69M Sell
97,365
-17,640
-15% -$1.67M 1.03% 19
2023
Q1 		$11.5M Sell
115,005
-3,465
-3% -$349K 1.37% 19
2022
Q4 		$10.3M Sell
118,470
-18,468
-13% -$1.77M 1.24% 18
2022
Q3 		$12.9M Sell
136,938
-19,315
-12% -$2.07M 1.41% 17
2022
Q2 		$14.8M Sell
156,253
-48,630
-24% -$5.4M 1.34% 17
2022
Q1 		$28.1M Buy
204,883
+10,783
+6% +$1.56M 1.99% 16
2021
Q4 		$30.1M Buy
194,100
+7,340
+4% +$1.19M 1.86% 16
2021
Q3 		$31.6M Sell
186,760
-3,032
-2% -$540K 2.02% 16
2021
Q2 		$33.4M Sell
189,792
-9,211
-5% -$1.66M 2.09% 16
2021
Q1 		$36.7M Sell
199,003
-7,395
-4% -$1.36M 2.44% 15
2020
Q4 		$37.4M Sell
206,398
-6,486
-3% -$931K 2.52% 14
2020
Q3 		$26.4M Sell
212,884
-2,977
-1% -$372K 1.75% 15
2020
Q2 		$24.1M Sell
215,861
-48,150
-18% -$5.32M 1.57% 15
2020
Q1 		$25.5M Sell
264,011
-27,555
-9% -$3.48M 1.79% 15
2019
Q4 		$42.2M Sell
291,566
-23,392
-7% -$3.26M 1.84% 15
2019
Q3 		$41M Buy
314,958
+10,147
+3% +$1.4M 1.75% 14
2019
Q2 		$42.6M Buy
304,811
+82,802
+37% +$11M 1.85% 14
2019
Q1 		$24.6M Buy
+222,009
New +$24.8M 1.09% 16

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

Broad Run Investment Management's DIS Position: Q1 2026 in Review

Broad Run Investment Management reduced its Walt Disney (DIS) stake by 14% in Q1 2026, selling an estimated $585K and leaving 34,270 shares worth $3.3M. The position accounts for 0.58% of the portfolio, ranked #20.

Broad Run Investment Management first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $42.6M in Q2 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Broad Run Investment Management held 34,270 shares of Walt Disney worth $3.3M as of Q1 2026.
  • Broad Run Investment Management sold 5,536 Walt Disney shares in Q1 2026, an estimated $585K.
  • Walt Disney made up 0.58% of Broad Run Investment Management's portfolio in Q1 2026, its #20 holding.
  • Broad Run Investment Management first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Broad Run Investment Management's Walt Disney position peaked at $42.6M in Q2 2019.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Broad Run Investment Management's 13F filing for Q1 2026, filed 15 May 2026.