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Charter Research & Investment Group’s Walt Disney DIS Stock Holding History

Charter Research & Investment Group’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 		$1.63M Sell
16,899
-335
-2% -$35.4K 1.08% 25
2025
Q4 		$1.96M Sell
17,234
-25
-0.1% -$2.75K 1.31% 22
2025
Q3 		$1.98M Buy
17,259
+65
+0.4% +$7.66K 1.37% 20
2025
Q2 		$2.13M Sell
17,194
-610
-3% -$63.4K 1.59% 20
2025
Q1 		$1.76M Sell
17,804
-92
-0.5% -$9.89K 1.34% 22
2024
Q4 		$1.99M Sell
17,896
-487
-3% -$51.2K 1.52% 21
2024
Q3 		$1.77M Sell
18,383
-344
-2% -$31.7K 1.3% 23
2024
Q2 		$1.86M Sell
18,727
-85
-0.5% -$9.15K 1.46% 21
2024
Q1 		$2.3M Buy
18,812
+951
+5% +$99.3K 1.83% 19
2023
Q4 		$1.61M Buy
17,861
+711
+4% +$62.7K 1.34% 23
2023
Q3 		$1.39M Sell
17,150
-380
-2% -$32.5K 1.25% 27
2023
Q2 		$1.57M Buy
17,530
+320
+2% +$30.3K 1.3% 23
2023
Q1 		$1.72M Buy
17,210
+70
+0.4% +$7.06K 1.51% 22
2022
Q4 		$1.49M Sell
17,140
-267
-2% -$25.5K 1.43% 20
2022
Q3 		$1.64M Sell
17,407
-510
-3% -$54.6K 1.66% 19
2022
Q2 		$1.69M Buy
17,917
+140
+0.8% +$15.5K 1.54% 21
2022
Q1 		$2.44M Sell
17,777
-295
-2% -$42.6K 1.98% 16
2021
Q4 		$2.8M Hold
18,072
– – 2.2% 15
2021
Q3 		$3.06M Sell
18,072
-145
-0.8% -$25.8K 2.54% 11
2021
Q2 		$3.2M Buy
18,217
+263
+1% +$47.3K 2.65% 9
2021
Q1 		$3.31M Sell
17,954
-40
-0.2% -$7.38K 2.89% 8
2020
Q4 		$3.26M Sell
17,994
-25
-0.1% -$3.59K 3.14% 7
2020
Q3 		$2.24M Sell
18,019
-10
-0.1% -$1.25K 2.45% 12
2020
Q2 		$2.01M Buy
18,029
+225
+1% +$24.8K 2.32% 13
2020
Q1 		$1.72M Sell
17,804
-4,075
-19% -$515K 2.26% 14
2019
Q4 		$3.16M Buy
21,879
+540
+3% +$75.4K 3.22% 9
2019
Q3 		$2.78M Buy
21,339
+190
+0.9% +$26.3K 3.01% 9
2019
Q2 		$2.95M Sell
21,149
-455
-2% -$60.3K 3.28% 7
2019
Q1 		$2.4M Buy
21,604
+180
+0.8% +$20.1K 2.65% 10
2018
Q4 		$2.35M Sell
21,424
-3,035
-12% -$345K 2.97% 8
2018
Q3 		$2.86M Sell
24,459
-285
-1% -$31.7K 3.12% 6
2018
Q2 		$2.59M Sell
24,744
-95
-0.4% -$9.71K 2.97% 8
2018
Q1 		$2.5M Buy
24,839
+522
+2% +$55.5K 2.98% 10
2017
Q4 		$2.61M Buy
+24,317
New +$2.51M 2.93% 10
2016
Q3 		$2.25M Buy
24,242
+435
+2% +$41.7K 2.64% 12
2016
Q2 		$2.33M Buy
23,807
+1,330
+6% +$133K 2.66% 10
2016
Q1 		$2.23M Buy
22,477
+15,827
+238% +$1.53M 2.56% 12
2015
Q4 		$699K Buy
6,650
+4,250
+177% +$474K 0.81% 38
2015
Q3 		$245K Hold
2,400
– – 0.32% 60
2015
Q2 		$274K Hold
2,400
– – 0.3% 62
2015
Q1 		$252K Hold
2,400
– – 0.28% 64
2014
Q4 		$226K Buy
+2,400
New +$216K 0.25% 67

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

Charter Research & Investment Group's DIS Position: Q1 2026 in Review

Charter Research & Investment Group reduced its Walt Disney (DIS) stake by 1.9% in Q1 2026, selling an estimated $35.4K and leaving 16,899 shares worth $1.63M. The position accounts for 1.08% of the portfolio, ranked #25.

Charter Research & Investment Group first reported a position in DIS in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.31M in Q1 2021. 2,990 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Charter Research & Investment Group held 16,899 shares of Walt Disney worth $1.63M as of Q1 2026.
  • Charter Research & Investment Group sold 335 Walt Disney shares in Q1 2026, an estimated $35.4K.
  • Walt Disney made up 1.08% of Charter Research & Investment Group's portfolio in Q1 2026, its #25 holding.
  • Charter Research & Investment Group first reported a position in Walt Disney in Q4 2014 and has held it in 42 quarters since.
  • Charter Research & Investment Group's Walt Disney position peaked at $3.31M in Q1 2021.
  • 2,990 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.