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Liberty One Investment Management’s Walt Disney DIS Stock Holding History

Liberty One 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
2025
Q1 		– Sell
-2,548
Closed -$284K – 148
2024
Q4 		$284K Buy
2,548
+266
+12% +$27.9K 0.03% 129
2024
Q3 		$220K Buy
2,282
+91
+4% +$8.37K 0.02% 130
2024
Q2 		$218K Buy
2,191
+980
+81% +$105K 0.02% 131
2024
Q1 		$148K Buy
+1,211
New +$126K 0.02% 142

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty One Investment Management's DIS Position: Q1 2025 in Review

Liberty One Investment Management sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 2,548 shares — an estimated $284K sold.

Liberty One Investment Management first reported a position in DIS in Q1 2024 and held it in 4 quarters. The position peaked at $284K in Q4 2024. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Liberty One Investment Management reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 2,548 Walt Disney shares in Q1 2025, an estimated $284K.
  • Liberty One Investment Management first reported a position in Walt Disney in Q1 2024 and held it in 4 quarters.
  • Liberty One Investment Management's Walt Disney position peaked at $284K in Q4 2024.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Liberty One Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.