Raymond James Financial
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Raymond James Financial’s Walt Disney DIS Stock Holding History

Raymond James Financial’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 		$291M Buy
3,015,983
+16,336
+0.5% +$1.73M 0.09% 202
2025
Q4 		$341M Sell
2,999,647
-29,534
-1% -$3.25M 0.11% 159
2025
Q3 		$347M Sell
3,029,181
-92,339
-3% -$10.9M 0.11% 152
2025
Q2 		$387M Sell
3,121,520
-208,661
-6% -$21.7M 0.13% 131
2025
Q1 		$329M Buy
3,330,181
+113,739
+4% +$12.2M 0.12% 146
2024
Q4 		$358M Buy
+3,216,442
New +$338M 0.13% 131

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

Raymond James Financial's DIS Position: Q1 2026 in Review

Raymond James Financial increased its Walt Disney (DIS) stake by 0.54% in Q1 2026, buying an estimated $1.73M and bringing the position to 3,015,983 shares worth $291M. The position accounts for 0.09% of the portfolio, ranked #202.

Raymond James Financial first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $387M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Raymond James Financial held 3,015,983 shares of Walt Disney worth $291M as of Q1 2026.
  • Raymond James Financial bought 16,336 Walt Disney shares in Q1 2026, an estimated $1.73M.
  • Walt Disney made up 0.09% of Raymond James Financial's portfolio in Q1 2026, its #202 holding.
  • Raymond James Financial first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Walt Disney position peaked at $387M in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.