MIM
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Moseley Investment Management’s Walt Disney DIS Stock Holding History

Moseley 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 		$922K Sell
9,568
-1,551
-14% -$164K 0.29% 64
2025
Q4 		$1.27M Sell
11,119
-1,278
-10% -$141K 0.39% 53
2025
Q3 		$1.42M Sell
12,397
-261
-2% -$30.7K 0.43% 53
2025
Q2 		$1.57M Buy
12,658
+611
+5% +$63.5K 0.54% 47
2025
Q1 		$1.19M Buy
12,047
+153
+1% +$16.4K 0.47% 52
2024
Q4 		$1.32M Sell
11,894
-68
-0.6% -$7.14K 0.52% 47
2024
Q3 		$1.15M Sell
11,962
-604
-5% -$55.6K 0.46% 54
2024
Q2 		$1.25M Buy
12,566
+174
+1% +$18.7K 0.58% 44
2024
Q1 		$1.52M Buy
12,392
+460
+4% +$48K 0.75% 34
2023
Q4 		$1.08M Sell
11,932
-1,826
-13% -$161K 0.6% 46
2023
Q3 		$1.12M Sell
13,758
-1,250
-8% -$107K 0.67% 37
2023
Q2 		$1.34M Sell
15,008
-255
-2% -$24.2K 0.78% 33
2023
Q1 		$1.53M Buy
15,263
+976
+7% +$98.4K 0.99% 28
2022
Q4 		$1.24M Sell
14,287
-1,345
-9% -$129K 0.89% 32
2022
Q3 		$1.48M Buy
15,632
+2,438
+18% +$261K 1.08% 24
2022
Q2 		$1.25M Buy
13,194
+690
+6% +$76.6K 0.87% 33
2022
Q1 		$1.72M Buy
12,504
+29
+0.2% +$4.19K 0.93% 30
2021
Q4 		$1.93M Buy
12,475
+318
+3% +$51.4K 0.88% 33
2021
Q3 		$2.14M Buy
12,157
+208
+2% +$37.1K 1.07% 28
2021
Q2 		$2.1M Buy
11,949
+1,619
+16% +$291K 1.03% 27
2021
Q1 		$1.91M Buy
10,330
+86
+0.8% +$15.9K 1.06% 29
2020
Q4 		$1.86M Buy
10,244
+886
+9% +$127K 1.08% 23
2020
Q3 		$1.16M Sell
9,358
-311
-3% -$38.9K 0.83% 33
2020
Q2 		$1.08M Sell
9,669
-1,050
-10% -$116K 0.9% 29
2020
Q1 		$1.03M Sell
10,719
-1,191
-10% -$151K 1.22% 24
2019
Q4 		$1.72M Buy
11,910
+44
+0.4% +$6.14K 1.69% 14
2019
Q3 		$1.55M Sell
11,866
-3,253
-22% -$450K 1.62% 15
2019
Q2 		$2.11M Buy
15,119
+815
+6% +$108K 1.97% 12
2019
Q1 		$1.59M Buy
+14,304
New +$1.6M 1.65% 13

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

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

Moseley Investment Management reduced its Walt Disney (DIS) stake by 14% in Q1 2026, selling an estimated $164K and leaving 9,568 shares worth $922K. The position accounts for 0.29% of the portfolio, ranked #64.

Moseley Investment Management first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.14M in Q3 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Moseley Investment Management held 9,568 shares of Walt Disney worth $922K as of Q1 2026.
  • Moseley Investment Management sold 1,551 Walt Disney shares in Q1 2026, an estimated $164K.
  • Walt Disney made up 0.29% of Moseley Investment Management's portfolio in Q1 2026, its #64 holding.
  • Moseley Investment Management first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Walt Disney position peaked at $2.14M in Q3 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.