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Brown, Lisle/Cummings’s Walt Disney DIS Stock Holding History

Brown, Lisle/Cummings’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 		$452K Sell
4,688
-115
-2% -$12.2K 0.11% 157
2025
Q4 		$546K Hold
4,803
– – 0.13% 144
2025
Q3 		$550K Sell
4,803
-80
-2% -$9.42K 0.14% 144
2025
Q2 		$606K Buy
4,883
+188
+4% +$19.5K 0.16% 125
2025
Q1 		$463K Buy
4,695
+82
+2% +$8.81K 0.13% 149
2024
Q4 		$514K Buy
4,613
+541
+13% +$56.8K 0.15% 137
2024
Q3 		$392K Sell
4,072
-233
-5% -$21.4K 0.12% 156
2024
Q2 		$427K Hold
4,305
– – 0.14% 144
2024
Q1 		$527K Sell
4,305
-96
-2% -$10K 0.18% 124
2023
Q4 		$397K Buy
4,401
+291
+7% +$25.7K 0.15% 139
2023
Q3 		$333K Buy
4,110
+537
+15% +$45.9K 0.15% 135
2023
Q2 		$319K Buy
3,573
+115
+3% +$10.9K 0.14% 145
2023
Q1 		$346K Buy
3,458
+325
+10% +$32.8K 0.18% 127
2022
Q4 		$272K Buy
3,133
+729
+30% +$69.7K 0.15% 137
2022
Q3 		$227K Buy
2,404
+200
+9% +$21.4K 0.13% 141
2022
Q2 		$208K Sell
2,204
-28
-1% -$3.11K 0.12% 152
2022
Q1 		$306K Buy
2,232
+208
+10% +$30.1K 0.15% 135
2021
Q4 		$313K Buy
+2,024
New +$327K 0.16% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown, Lisle/Cummings's DIS Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its Walt Disney (DIS) stake by 2.4% in Q1 2026, selling an estimated $12.2K and leaving 4,688 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #157.

Brown, Lisle/Cummings first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $606K in Q2 2025. 3,005 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Brown, Lisle/Cummings held 4,688 shares of Walt Disney worth $452K as of Q1 2026.
  • Brown, Lisle/Cummings sold 115 Walt Disney shares in Q1 2026, an estimated $12.2K.
  • Walt Disney made up 0.11% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #157 holding.
  • Brown, Lisle/Cummings first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's Walt Disney position peaked at $606K in Q2 2025.
  • 3,005 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.