Longfellow Investment Management’s Walt Disney DIS Stock Holding History

Longfellow 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	$5.99M	Buy	62,129 +37,129	+149%	+$3.92M	1.25%	18
2025 Q4	$2.84M	Hold	25,000	–	–	0.64%	20
2025 Q3	$2.86M	Sell	25,000 -38	-0.2%	-$4.48K	0.68%	25
2025 Q2	$3.1M	Hold	25,038	–	–	0.77%	16
2025 Q1	$2.47M	Hold	25,038	–	–	0.6%	22
2024 Q4	$2.79M	Hold	25,038	–	–	0.72%	19
2024 Q3	$2.41M	Hold	25,038	–	–	0.6%	21
2024 Q2	$2.49M	Sell	25,038 -42	-0.2%	-$4.52K	0.62%	20
2024 Q1	$3.07M	Hold	25,080	–	–	0.69%	17
2023 Q4	$2.26M	Hold	25,080	–	–	0.56%	21
2023 Q3	$2.03M	Hold	25,080	–	–	0.54%	25
2023 Q2	$2.24M	Buy	25,080 +25,000	+31,250%	+$2.37M	0.51%	24
2023 Q1	$8.01K	Hold	80	–	–	﹤0.01%	180
2022 Q4	$6.95K	Buy	80 +30	+60%	+$2.87K	﹤0.01%	195
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	253
2022 Q2	$5K	Buy	50 +10	+25%	+$1.11K	﹤0.01%	267
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	294
2021 Q4	$7K	Buy	40 +15	+60%	+$2.42K	﹤0.01%	303
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	334
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	349
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	410
2020 Q4	$5K	Buy	+25	New	+$3.59K	﹤0.01%	432

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

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

Longfellow Investment Management increased its Walt Disney (DIS) stake by 149% in Q1 2026, buying an estimated $3.92M and bringing the position to 62,129 shares worth $5.99M. The position accounts for 1.25% of the portfolio, ranked #18.

Longfellow Investment Management first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Longfellow Investment Management held 62,129 shares of Walt Disney worth $5.99M as of Q1 2026.
Longfellow Investment Management bought 37,129 Walt Disney shares in Q1 2026, an estimated $3.92M.
Walt Disney made up 1.25% of Longfellow Investment Management's portfolio in Q1 2026, its #18 holding.
Longfellow Investment Management first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.