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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
Q2 		$22.2K Buy
231
+181
+362% +$18.5K 0.01% 175
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall Investment Management's DIS Position: Q2 2026 in Review

Marshall Investment Management increased its Walt Disney (DIS) stake by 362% in Q2 2026, buying an estimated $18.5K and bringing the position to 231 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #175.

Marshall Investment Management first reported a position in DIS in Q1 2025 and has held it in 3 quarters since. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Marshall Investment Management held 231 shares of Walt Disney worth $22.2K as of Q2 2026.
  • Marshall Investment Management bought 181 Walt Disney shares in Q2 2026, an estimated $18.5K.
  • Walt Disney made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #175 holding.
  • Marshall Investment Management first reported a position in Walt Disney in Q1 2025 and has held it in 3 quarters since.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.