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

Lombard Odier Asset Management (USA)’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
-4,029
Closed -$449K – 236
2024
Q4 		$449K Sell
4,029
-18,313
-82% -$1.92M 0.03% 210
2024
Q3 		$2.15M Buy
22,342
+12,367
+124% +$1.14M 0.14% 82
2024
Q2 		$990K Buy
+9,975
New +$1.07M 0.07% 119
2024
Q1 		– Sell
-14,642
Closed -$1.32M – 381
2023
Q4 		$1.32M Buy
+14,642
New +$1.29M 0.02% 194
2023
Q3 		– Sell
-51,510
Closed -$4.6M – 361
2023
Q2 		$4.6M Sell
51,510
-13,629
-21% -$1.29M 0.1% 136
2023
Q1 		$6.52M Buy
65,139
+57,966
+808% +$5.84M 0.14% 93
2022
Q4 		$623K Buy
+7,173
New +$686K 0.02% 239
2022
Q3 		– Sell
-2,500
Closed -$236K – 403
2022
Q2 		$236K Sell
2,500
-6,264
-71% -$695K 0.01% 276
2022
Q1 		$1.2M Buy
8,764
+5,114
+140% +$739K 0.04% 165
2021
Q4 		$565K Sell
3,650
-8,850
-71% -$1.43M 0.02% 238
2021
Q3 		$2.12M Buy
+12,500
New +$2.23M 0.09% 125
2021
Q2 		– Sell
-1,124
Closed -$207K – 319
2021
Q1 		$207K Sell
1,124
-20,451
-95% -$3.77M 0.01% 292
2020
Q4 		$3.91M Buy
+21,575
New +$3.1M 0.19% 123
2020
Q1 		– Sell
-22,500
Closed -$3.25M – 205
2019
Q4 		$3.25M Buy
22,500
+9,609
+75% +$1.34M 0.29% 99
2019
Q3 		$1.68M Buy
+12,891
New +$1.78M 0.16% 148
2019
Q2 		– Sell
-30,000
Closed -$3.33M – 247
2019
Q1 		$3.33M Buy
+30,000
New +$3.35M 0.27% 87

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

Lombard Odier Asset Management (USA)'s DIS Position: Q1 2025 in Review

Lombard Odier Asset Management (USA) sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 4,029 shares — an estimated $449K sold.

Lombard Odier Asset Management (USA) first reported a position in DIS in Q1 2019 and held it in 16 quarters. The position peaked at $6.52M in Q1 2023. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 4,029 Walt Disney shares in Q1 2025, an estimated $449K.
  • Lombard Odier Asset Management (USA) first reported a position in Walt Disney in Q1 2019 and held it in 16 quarters.
  • Lombard Odier Asset Management (USA)'s Walt Disney position peaked at $6.52M in Q1 2023.
  • 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2025, filed 15 May 2025.