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Concord Asset Management (Virginia)’s Walt Disney DIS Stock Holding History

Concord Asset Management (Virginia)’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 		$2.59M Buy
26,896
+1,786
+7% +$189K 0.44% 61
2025
Q4 		$2.86M Buy
25,110
+1,076
+4% +$119K 0.49% 53
2025
Q3 		$2.75M Buy
24,034
+8,379
+54% +$987K 0.5% 46
2025
Q2 		$1.94M Buy
15,655
+2,619
+20% +$272K 0.29% 83
2025
Q1 		$1.14M Buy
+13,036
New +$1.4M 0.25% 84

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

Concord Asset Management (Virginia)'s DIS Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Walt Disney (DIS) stake by 7.1% in Q1 2026, buying an estimated $189K and bringing the position to 26,896 shares worth $2.59M. The position accounts for 0.44% of the portfolio, ranked #61.

Concord Asset Management (Virginia) first reported a position in DIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.86M in Q4 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Concord Asset Management (Virginia) held 26,896 shares of Walt Disney worth $2.59M as of Q1 2026.
  • Concord Asset Management (Virginia) bought 1,786 Walt Disney shares in Q1 2026, an estimated $189K.
  • Walt Disney made up 0.44% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #61 holding.
  • Concord Asset Management (Virginia) first reported a position in Walt Disney in Q1 2025 and has held it in 5 quarters since.
  • Concord Asset Management (Virginia)'s Walt Disney position peaked at $2.86M in Q4 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.