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Marshall Investment Management’s Walt Disney DIS Stock Holding History

Marshall 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 		$4.82K Buy
+50
New +$5.28K ﹤0.01% 219
2025
Q2 		– Sell
-50
Closed -$4.93K – 65
2025
Q1 		$4.93K Buy
+50
New +$5.37K ﹤0.01% 181

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

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

Marshall Investment Management opened a new position in Walt Disney (DIS) in Q1 2026: 50 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in DIS as recently as Q1 2025.

Marshall Investment Management first reported a position in DIS in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.93K in Q1 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Marshall Investment Management held 50 shares of Walt Disney worth $4.82K as of Q1 2026.
  • Walt Disney was a new Marshall Investment Management position in Q1 2026.
  • Walt Disney made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #219 holding.
  • Marshall Investment Management first reported a position in Walt Disney in Q1 2025 and has held it in 2 quarters since.
  • Marshall Investment Management's Walt Disney position peaked at $4.93K in Q1 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.