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Richmond Investment Services’s Walt Disney DIS Stock Holding History

Richmond Investment Services’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 		– Sell
-2,255
Closed -$257K – 262
2025
Q4 		$257K Sell
2,255
-43
-2% -$4.74K 0.04% 202
2025
Q3 		$263K Sell
2,298
-56
-2% -$6.6K 0.05% 190
2025
Q2 		$292K Buy
+2,354
New +$245K 0.06% 168

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

Richmond Investment Services's DIS Position: Q1 2026 in Review

Richmond Investment Services sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 2,255 shares — an estimated $257K sold.

Richmond Investment Services first reported a position in DIS in Q2 2025 and held it in 3 quarters. The position peaked at $292K in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Richmond Investment Services reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Richmond Investment Services sold 2,255 Walt Disney shares in Q1 2026, an estimated $257K.
  • Richmond Investment Services first reported a position in Walt Disney in Q2 2025 and held it in 3 quarters.
  • Richmond Investment Services's Walt Disney position peaked at $292K in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.