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Means Investment Company’s Walt Disney DIS Stock Holding History

Means Investment Company’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 		$998K Sell
10,359
-400
-4% -$42.3K 0.09% 85
2025
Q4 		$1.22M Sell
10,759
-2,188
-17% -$241K 0.1% 80
2025
Q3 		$1.48M Sell
12,947
-304
-2% -$35.8K 0.13% 71
2025
Q2 		$1.64M Sell
13,251
-1,875
-12% -$195K 0.16% 66
2025
Q1 		$1.49M Sell
15,126
-2,847
-16% -$306K 0.16% 68
2024
Q4 		$2M Sell
17,973
-3,972
-18% -$417K 0.21% 61
2024
Q3 		$2.11M Sell
21,945
-2,199
-9% -$202K 0.23% 59
2024
Q2 		$2.4M Sell
24,144
-931
-4% -$100K 0.29% 50
2024
Q1 		$3.07M Buy
25,075
+320
+1% +$33.4K 0.4% 43
2023
Q4 		$2.24M Sell
24,755
-22,508
-48% -$1.98M 0.32% 53
2023
Q3 		$3.83M Sell
47,263
-2,800
-6% -$239K 0.63% 30
2023
Q2 		$4.47M Sell
50,063
-2,879
-5% -$273K 0.71% 27
2023
Q1 		$5.3M Sell
52,942
-51
-0.1% -$5.14K 0.93% 21
2022
Q4 		$4.6M Sell
52,993
-275
-0.5% -$26.3K 0.92% 26
2022
Q3 		$5.03M Buy
53,268
+1,244
+2% +$133K 1.09% 19
2022
Q2 		$4.91M Buy
52,024
+3,028
+6% +$336K 1.04% 21
2022
Q1 		$6.72M Buy
48,996
+3,447
+8% +$498K 1.22% 17
2021
Q4 		$7.05M Buy
45,549
+3,432
+8% +$554K 1.25% 16
2021
Q3 		$7.13M Buy
42,117
+1,455
+4% +$259K 1.41% 15
2021
Q2 		$7.15M Buy
40,662
+3,422
+9% +$615K 1.43% 16
2021
Q1 		$6.87M Buy
37,240
+784
+2% +$145K 1.56% 15
2020
Q4 		$6.96M Buy
36,456
+3,125
+9% +$449K 1.59% 13
2020
Q3 		$4.25M Buy
33,331
+5,552
+20% +$694K 1.17% 14
2020
Q2 		$3.63M Buy
27,779
+1,260
+5% +$139K 1.14% 15
2020
Q1 		$2.68M Buy
26,519
+18,113
+215% +$2.29M 1.04% 26
2019
Q4 		$1.21M Buy
8,406
+681
+9% +$95.1K 0.41% 59
2019
Q3 		$1.03M Buy
7,725
+354
+5% +$48.9K 0.39% 62
2019
Q2 		$1.04M Buy
7,371
+65
+0.9% +$8.62K 0.43% 60
2019
Q1 		$811K Buy
7,306
+387
+6% +$43.3K 0.36% 65
2018
Q4 		$759K Buy
+6,919
New +$787K 0.42% 63

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

Means Investment Company's DIS Position: Q1 2026 in Review

Means Investment Company reduced its Walt Disney (DIS) stake by 3.7% in Q1 2026, selling an estimated $42.3K and leaving 10,359 shares worth $998K. The position accounts for 0.09% of the portfolio, ranked #85.

Means Investment Company first reported a position in DIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.15M in Q2 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Means Investment Company held 10,359 shares of Walt Disney worth $998K as of Q1 2026.
  • Means Investment Company sold 400 Walt Disney shares in Q1 2026, an estimated $42.3K.
  • Walt Disney made up 0.09% of Means Investment Company's portfolio in Q1 2026, its #85 holding.
  • Means Investment Company first reported a position in Walt Disney in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Walt Disney position peaked at $7.15M in Q2 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.