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Profit Investment Management’s Walt Disney DIS Stock Holding History

Profit 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
2025
Q4 		$599K Sell
5,266
-276
-5% -$30.4K 2.42% 20
2025
Q3 		$635K Sell
5,542
-3,614
-39% -$426K 0.8% 54
2025
Q2 		$1.14M Sell
9,156
-335
-4% -$34.8K 1.02% 42
2025
Q1 		$937K Sell
9,491
-1,631
-15% -$175K 0.87% 47
2024
Q4 		$1.24M Sell
11,122
-486
-4% -$51.1K 0.99% 45
2024
Q3 		$1.12M Buy
11,608
+343
+3% +$31.6K 0.88% 50
2024
Q2 		$1.12M Buy
11,265
+2,037
+22% +$219K 0.7% 46
2024
Q1 		$1.13M Hold
9,228
– – 0.64% 48
2023
Q4 		$833K Buy
9,228
+692
+8% +$61K 0.48% 56
2023
Q3 		$692K Sell
8,536
-257
-3% -$21.9K 0.49% 53
2023
Q2 		$785K Buy
8,793
+1,455
+20% +$138K 0.51% 52
2023
Q1 		$735K Buy
7,338
+1,545
+27% +$156K 0.49% 52
2022
Q4 		$503K Hold
5,793
– – 0.35% 57
2022
Q3 		$548K Hold
5,793
– – 0.42% 54
2022
Q2 		$548K Hold
5,793
– – 0.4% 55
2022
Q1 		$794K Buy
5,793
+230
+4% +$33.3K 0.49% 53
2021
Q4 		$862K Buy
5,563
+1,760
+46% +$284K 0.54% 50
2021
Q3 		$643K Hold
3,803
– – 0.45% 52
2021
Q2 		$669K Hold
3,803
– – 0.35% 57
2021
Q1 		$701K Buy
3,803
+2,203
+138% +$406K 0.4% 51
2020
Q4 		$290K Buy
+1,600
New +$230K 0.19% 80
2015
Q2 		– Sell
-37,890
Closed -$3.97M – 132
2015
Q1 		$3.97M Hold
37,890
– – 0.21% 61
2014
Q4 		$3.57M Sell
37,890
-462,995
-92% -$41.7M 0.18% 71
2014
Q3 		$44.6M Sell
500,885
-60,820
-11% -$5.36M 2.33% 10
2014
Q2 		$48.2M Buy
561,705
+504,345
+879% +$41.2M 2.31% 11
2014
Q1 		$4.59M Hold
57,360
– – 0.21% 75
2013
Q4 		$4.38M Buy
57,360
+10,140
+21% +$702K 0.2% 79
2013
Q3 		$30.4K Hold
47,220
– – 1.25% 40
2013
Q2 		$2.98M Buy
+47,220
New +$2.98M 0.14% 98

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Profit Investment Management's DIS Position: Q4 2025 in Review

Profit Investment Management reduced its Walt Disney (DIS) stake by 5% in Q4 2025, selling an estimated $30.4K and leaving 5,266 shares worth $599K. The position accounts for 2.42% of the portfolio, ranked #20.

Profit Investment Management first reported a position in DIS in Q2 2013 and has held it in 29 quarters since. The position peaked at $48.2M in Q2 2014. 3,180 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Profit Investment Management held 5,266 shares of Walt Disney worth $599K as of Q4 2025.
  • Profit Investment Management sold 276 Walt Disney shares in Q4 2025, an estimated $30.4K.
  • Walt Disney made up 2.42% of Profit Investment Management's portfolio in Q4 2025, its #20 holding.
  • Profit Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 29 quarters since.
  • Profit Investment Management's Walt Disney position peaked at $48.2M in Q2 2014.
  • 3,180 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.