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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
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
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

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

Progressive Investment Management held its Walt Disney (DIS) position steady in Q1 2026 at 2,757 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #50.

Progressive Investment Management first reported a position in DIS in Q1 2021 and has held it in 21 quarters since. The position peaked at $543K in Q3 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Progressive Investment Management held 2,757 shares of Walt Disney worth $266K as of Q1 2026.
  • Progressive Investment Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.07% of Progressive Investment Management's portfolio in Q1 2026, its #50 holding.
  • Progressive Investment Management first reported a position in Walt Disney in Q1 2021 and has held it in 21 quarters since.
  • Progressive Investment Management's Walt Disney position peaked at $543K in Q3 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.