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Ironwood Investment Management’s Walt Disney DIS Stock Holding History

Ironwood 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 		$296K Sell
3,073
-2
-0.1% -$211 0.12% 139
2025
Q4 		$350K Hold
3,075
– – 0.15% 132
2025
Q3 		$352K Buy
3,075
+800
+35% +$94.2K 0.15% 130
2025
Q2 		$282K Sell
2,275
-55
-2% -$5.71K 0.14% 129
2025
Q1 		$230K Sell
2,330
-27
-1% -$2.9K 0.13% 134
2024
Q4 		$262K Hold
2,357
– – 0.13% 138
2024
Q3 		$227K Hold
2,357
– – 0.11% 144
2024
Q2 		$234K Hold
2,357
– – 0.13% 137
2024
Q1 		$288K Buy
+2,357
New +$246K 0.14% 137

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

Ironwood Investment Management's DIS Position: Q1 2026 in Review

Ironwood Investment Management reduced its Walt Disney (DIS) stake by 0.07% in Q1 2026, selling an estimated $211 and leaving 3,073 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #139.

Ironwood Investment Management first reported a position in DIS in Q1 2024 and has held it in 9 quarters since. The position peaked at $352K in Q3 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Ironwood Investment Management held 3,073 shares of Walt Disney worth $296K as of Q1 2026.
  • Ironwood Investment Management sold 2 Walt Disney shares in Q1 2026, an estimated $211.
  • Walt Disney made up 0.12% of Ironwood Investment Management's portfolio in Q1 2026, its #139 holding.
  • Ironwood Investment Management first reported a position in Walt Disney in Q1 2024 and has held it in 9 quarters since.
  • Ironwood Investment Management's Walt Disney position peaked at $352K in Q3 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

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