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

MTM 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 		$267K Sell
2,777
-82
-3% -$8.36K 0.08% 186
2026
Q1 		$276K Buy
2,859
+1
+0% +$106 0.09% 173
2025
Q4 		$325K Hold
2,858
– – 0.1% 161
2025
Q3 		$327K Sell
2,858
-75
-3% -$8.83K 0.1% 164
2025
Q2 		$364K Buy
2,933
+7
+0.2% +$727 0.12% 147
2025
Q1 		$286K Sell
2,926
-5
-0.2% -$537 0.11% 163
2024
Q4 		$326K Sell
2,931
-175
-6% -$18.4K 0.13% 152
2024
Q3 		$295K Sell
3,106
-419
-12% -$38.6K 0.12% 152
2024
Q2 		$350K Sell
3,525
-546
-13% -$58.8K 0.14% 136
2024
Q1 		$498K Buy
4,071
+1
+0% +$104 0.21% 110
2023
Q4 		$367K Sell
4,070
-44
-1% -$3.88K 0.17% 124
2023
Q3 		$333K Sell
4,114
-258
-6% -$22K 0.17% 122
2023
Q2 		$390K Sell
4,372
-230
-5% -$21.8K 0.19% 113
2023
Q1 		$461K Sell
4,602
-193
-4% -$19.5K 0.24% 99
2022
Q4 		$417K Sell
4,795
-33
-0.7% -$3.16K 0.22% 107
2022
Q3 		$455K Sell
4,828
-550
-10% -$58.9K 0.26% 101
2022
Q2 		$517K Sell
5,378
-165
-3% -$18.3K 0.28% 97
2022
Q1 		$760K Buy
5,543
+82
+2% +$11.9K 0.37% 80
2021
Q4 		$846K Hold
5,461
– – 0.4% 77
2021
Q3 		$924K Buy
5,461
+35
+0.6% +$6.24K 0.5% 61
2021
Q2 		$954K Hold
5,426
– – 0.5% 64
2021
Q1 		$1M Buy
5,426
+116
+2% +$21.4K 0.56% 60
2020
Q4 		$962K Buy
+5,310
New +$762K 0.59% 55

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

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

MTM Investment Management reduced its Walt Disney (DIS) stake by 2.9% in Q2 2026, selling an estimated $8.36K and leaving 2,777 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #186.

MTM Investment Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q1 2021. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • MTM Investment Management held 2,777 shares of Walt Disney worth $267K as of Q2 2026.
  • MTM Investment Management sold 82 Walt Disney shares in Q2 2026, an estimated $8.36K.
  • Walt Disney made up 0.08% of MTM Investment Management's portfolio in Q2 2026, its #186 holding.
  • MTM Investment Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • MTM Investment Management's Walt Disney position peaked at $1M in Q1 2021.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.