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Tevis Investment Management’s Walt Disney DIS Stock Holding History

Tevis 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 		$2.46M Buy
25,564
+2,213
+9% +$234K 1.4% 22
2025
Q4 		$2.67M Hold
23,351
– – 1.61% 16
2025
Q3 		$2.67M Sell
23,351
-4,106
-15% -$484K 1.61% 16
2025
Q2 		$3.42M Buy
27,457
+5,374
+24% +$558K 2.19% 12
2025
Q1 		$2.47M Hold
22,083
– – 1.83% 17
2024
Q4 		$2.47M Sell
22,083
-29
-0.1% -$3.05K 1.83% 17
2024
Q3 		$2.13M Buy
22,112
+3,103
+16% +$285K 1.57% 18
2024
Q2 		$1.89M Buy
19,009
+541
+3% +$58.2K 1.52% 21
2024
Q1 		$2.26M Buy
18,468
+253
+1% +$26.4K 1.92% 15
2023
Q4 		$1.64M Buy
18,215
+1,293
+8% +$114K 1.51% 21
2023
Q3 		$1.37M Buy
16,922
+2,195
+15% +$187K 1.39% 22
2023
Q2 		$1.31M Buy
14,727
+365
+3% +$34.6K 1.28% 26
2023
Q1 		$1.44M Buy
14,362
+578
+4% +$58.3K 1.46% 22
2022
Q4 		$1.2M Sell
13,784
-402
-3% -$38.5K 1.28% 32
2022
Q3 		$1.34M Buy
14,186
+223
+2% +$23.9K 1.3% 21
2022
Q2 		$1.31M Buy
13,963
+5,085
+57% +$564K 1.25% 24
2022
Q1 		$1.22M Buy
8,878
+652
+8% +$94.3K 1.1% 28
2021
Q4 		$1.27M Buy
+8,226
New +$1.33M 1.11% 23

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

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

Tevis Investment Management increased its Walt Disney (DIS) stake by 9.5% in Q1 2026, buying an estimated $234K and bringing the position to 25,564 shares worth $2.46M. The position accounts for 1.4% of the portfolio, ranked #22.

Tevis Investment Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.42M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Tevis Investment Management held 25,564 shares of Walt Disney worth $2.46M as of Q1 2026.
  • Tevis Investment Management bought 2,213 Walt Disney shares in Q1 2026, an estimated $234K.
  • Walt Disney made up 1.4% of Tevis Investment Management's portfolio in Q1 2026, its #22 holding.
  • Tevis Investment Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Tevis Investment Management's Walt Disney position peaked at $3.42M in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.