Lombard Odier Asset Management (Switzerland)’s Walt Disney DIS Stock Holding History

Lombard Odier Asset Management (Switzerland)’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	$8.5M	Buy	88,231 +4,650	+6%	+$491K	0.32%	67
2025 Q4	$9.51M	Buy	83,581 +24,500	+41%	+$2.7M	0.4%	54
2025 Q3	$6.76M	Buy	59,081 +3,700	+7%	+$436K	0.31%	72
2025 Q2	$6.87M	Buy	55,381 +4,138	+8%	+$430K	0.35%	63
2025 Q1	$5.06M	Buy	51,243 +6,090	+13%	+$654K	0.29%	88
2024 Q4	$5.03M	Buy	45,153 +4,556	+11%	+$479K	0.37%	63
2024 Q3	$3.91M	Buy	40,597 +8,973	+28%	+$826K	0.33%	86
2024 Q2	$3.14M	Sell	31,624 -1,855	-6%	-$200K	0.32%	84
2024 Q1	$4.1M	Buy	33,479 +20,069	+150%	+$2.1M	0.29%	96
2023 Q4	$1.21M	Buy	13,410 +713	+6%	+$62.9K	0.16%	117
2023 Q3	$1.03M	Sell	12,697 -87	-0.7%	-$7.43K	0.17%	108
2023 Q2	$1.14M	Buy	12,784 +15	+0.1%	+$1.42K	0.16%	106
2023 Q1	$1.28M	Buy	12,769 +1,327	+12%	+$134K	0.11%	161
2022 Q4	$994K	Buy	11,442 +1,507	+15%	+$144K	0.08%	182
2022 Q3	$937K	Sell	9,935 -1,402	-12%	-$150K	0.08%	159
2022 Q2	$1.07M	Sell	11,337 -4,689	-29%	-$520K	0.09%	147
2022 Q1	$2.2M	Sell	16,026 -993	-6%	-$144K	0.17%	85
2021 Q4	$2.64M	Sell	17,019 -26	-0.2%	-$4.2K	0.17%	82
2021 Q3	$2.65M	Buy	17,045 +5,012	+42%	+$893K	0.16%	93
2021 Q2	$2.12M	Buy	12,033 +1,539	+15%	+$277K	0.11%	124
2021 Q1	$1.94M	Buy	+10,494	New	+$1.94M	0.13%	106
2020 Q4	–	Sell	-9,156	Closed	-$1.14M	–	194
2020 Q3	$1.14M	Buy	+9,156	New	+$1.14M	0.12%	128
2020 Q2	–	Sell	-12,445	Closed	-$1.2M	–	203
2020 Q1	$1.2M	Sell	12,445 -3,752	-23%	-$474K	0.16%	97
2019 Q4	$2.34M	Sell	16,197 -16	-0.1%	-$2.23K	0.22%	86
2019 Q3	$2.11M	Sell	16,213 -5,981	-27%	-$827K	0.23%	81
2019 Q2	$3.1M	Sell	22,194 -8,904	-29%	-$1.18M	0.31%	63
2019 Q1	$3.45M	Buy	31,098 +7,623	+32%	+$852K	0.35%	56
2018 Q4	$2.57M	Buy	23,475 +9,933	+73%	+$1.13M	0.29%	67
2018 Q3	$1.58M	Buy	13,542 +8,009	+145%	+$891K	0.16%	128
2018 Q2	$580K	Sell	5,533 -10,000	-64%	-$1.02M	0.06%	210
2018 Q1	$1.56M	Sell	15,533 -2,191	-12%	-$233K	0.16%	130
2017 Q4	$1.91M	Sell	17,724 -2,800	-14%	-$288K	0.19%	122
2017 Q3	$2.02M	Buy	20,524 +500	+2%	+$51.4K	0.2%	105
2017 Q2	$2.13M	Buy	20,024 +13,000	+185%	+$1.42M	0.24%	84
2017 Q1	$796K	Buy	+7,024	New	+$773K	0.09%	209
2016 Q3	–	Sell	-7,024	Closed	-$687K	–	154
2016 Q2	$687K	Sell	7,024 -681	-9%	-$68.1K	0.09%	169
2016 Q1	$765K	Hold	7,705	–	–	0.09%	168
2015 Q4	$818K	Hold	7,705	–	–	0.1%	124
2015 Q3	$791K	Sell	7,705 -4,968	-39%	-$541K	0.07%	117
2015 Q2	$1.45M	Sell	12,673 -887	-7%	-$97.4K	0.11%	87
2015 Q1	$1.43M	Sell	13,560 -15,717	-54%	-$1.59M	0.16%	93
2014 Q4	$2.77M	Sell	29,277 -148,419	-84%	-$13.4M	0.3%	69
2014 Q3	$15.9M	Buy	177,696 +165,523	+1,360%	+$14.6M	0.41%	61
2014 Q2	$1.04M	Buy	+12,173	New	+$994K	0.12%	102

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s DIS Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) increased its Walt Disney (DIS) stake by 5.6% in Q1 2026, buying an estimated $491K and bringing the position to 88,231 shares worth $8.5M. The position accounts for 0.32% of the portfolio, ranked #67.

Lombard Odier Asset Management (Switzerland) first reported a position in DIS in Q2 2014 and has held it in 44 quarters since. The position peaked at $15.9M in Q3 2014. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Lombard Odier Asset Management (Switzerland) held 88,231 shares of Walt Disney worth $8.5M as of Q1 2026.
Lombard Odier Asset Management (Switzerland) bought 4,650 Walt Disney shares in Q1 2026, an estimated $491K.
Walt Disney made up 0.32% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #67 holding.
Lombard Odier Asset Management (Switzerland) first reported a position in Walt Disney in Q2 2014 and has held it in 44 quarters since.
Lombard Odier Asset Management (Switzerland)'s Walt Disney position peaked at $15.9M in Q3 2014.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.