Progressive Investment Management’s Walt Disney DIS Stock Holding History

Progressive 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	$265K	Hold	2,757	–	–	0.06%	50
2026 Q1	$266K	Hold	2,757	–	–	0.07%	50
2025 Q4	$314K	Hold	2,757	–	–	0.08%	47
2025 Q3	$316K	Hold	2,757	–	–	0.08%	47
2025 Q2	$342K	Hold	2,757	–	–	0.09%	47
2025 Q1	$272K	Hold	2,757	–	–	0.08%	50
2024 Q4	$307K	Hold	2,757	–	–	0.08%	49
2024 Q3	$265K	Hold	2,757	–	–	0.07%	49
2024 Q2	$274K	Hold	2,757	–	–	0.07%	49
2024 Q1	$337K	Hold	2,757	–	–	0.09%	47
2023 Q4	$249K	Sell	2,757 -64	-2%	-$5.64K	0.07%	48
2023 Q3	$229K	Buy	2,821 +64	+2%	+$5.47K	0.07%	48
2023 Q2	$246K	Sell	2,757 -10	-0.4%	-$947	0.08%	46
2023 Q1	$277K	Buy	2,767 +10	+0.4%	+$1.01K	0.09%	47
2022 Q4	$240K	Hold	2,757	–	–	0.09%	47
2022 Q3	$260K	Hold	2,757	–	–	0.11%	43
2022 Q2	$260K	Hold	2,757	–	–	0.1%	44
2022 Q1	$378K	Sell	2,757 -450	-14%	-$65.1K	0.12%	40
2021 Q4	$497K	Hold	3,207	–	–	0.14%	37
2021 Q3	$543K	Buy	3,207 +450	+16%	+$80.2K	0.16%	35
2021 Q2	$485K	Hold	2,757	–	–	0.15%	34
2021 Q1	$509K	Buy	+2,757	New	+$508K	0.18%	34

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Progressive Investment Management held its Walt Disney (DIS) position steady in Q2 2026 at 2,757 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #50.

Progressive Investment Management first reported a position in DIS in Q1 2021 and has held it in 22 quarters since. The position peaked at $543K in Q3 2021. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Progressive Investment Management held 2,757 shares of Walt Disney worth $265K as of Q2 2026.
Progressive Investment Management left its Walt Disney share count unchanged in Q2 2026.
Walt Disney made up 0.06% of Progressive Investment Management's portfolio in Q2 2026, its #50 holding.
Progressive Investment Management first reported a position in Walt Disney in Q1 2021 and has held it in 22 quarters since.
Progressive Investment Management's Walt Disney position peaked at $543K in Q3 2021.
2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.