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RD Lewis Holdings’s Walt Disney DIS Stock Holding History

RD Lewis Holdings’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 		$1.55M Sell
15,542
-39
-0.3% -$4.12K 1.34% 30
2025
Q4 		$1.62M Sell
15,581
-2
-0% -$220 1.39% 29
2025
Q3 		$1.82M Sell
15,583
-280
-2% -$33K 1.7% 23
2025
Q2 		$1.79M Sell
15,863
-36
-0.2% -$3.74K 1.81% 20
2025
Q1 		$1.47M Buy
15,899
+113
+0.7% +$12.1K 1.67% 22
2024
Q4 		$1.75M Buy
+15,786
New +$1.66M 1.92% 20

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

RD Lewis Holdings's DIS Position: Q1 2026 in Review

RD Lewis Holdings reduced its Walt Disney (DIS) stake by 0.25% in Q1 2026, selling an estimated $4.12K and leaving 15,542 shares worth $1.55M. The position accounts for 1.34% of the portfolio, ranked #30.

RD Lewis Holdings first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.82M in Q3 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • RD Lewis Holdings held 15,542 shares of Walt Disney worth $1.55M as of Q1 2026.
  • RD Lewis Holdings sold 39 Walt Disney shares in Q1 2026, an estimated $4.12K.
  • Walt Disney made up 1.34% of RD Lewis Holdings's portfolio in Q1 2026, its #30 holding.
  • RD Lewis Holdings first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Walt Disney position peaked at $1.82M in Q3 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.