Wright Investors Service’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $419K | Sell |
4,350
-235
| -5% | -$24.8K | 0.13% | 130 |
|
|
2025
Q4 | $522K | Sell |
4,585
-3,906
| -46% | -$430K | 0.16% | 113 |
|
|
2025
Q3 | $972K | Buy |
8,491
+1,749
| +26% | +$206K | 0.28% | 79 |
|
|
2025
Q2 | $836K | Sell |
6,742
-1,859
| -22% | -$193K | 0.25% | 89 |
|
|
2025
Q1 | $849K | Sell |
8,601
-64
| -0.7% | -$6.88K | 0.28% | 82 |
|
|
2024
Q4 | $965K | Buy |
8,665
+3,643
| +73% | +$383K | 0.31% | 74 |
|
|
2024
Q3 | $483K | Sell |
5,022
-2,741
| -35% | -$252K | 0.13% | 127 |
|
|
2024
Q2 | $771K | Buy |
+7,763
| New | +$836K | 0.2% | 116 |
|
|
2022
Q2 | – | Sell |
-4,439
| Closed | -$609K | – | 152 |
|
|
2022
Q1 | $609K | Sell |
4,439
-4,769
| -52% | -$689K | 0.15% | 121 |
|
|
2021
Q4 | $1.43M | Buy |
9,208
+222
| +2% | +$35.9K | 0.36% | 83 |
|
|
2021
Q3 | $1.52M | Sell |
8,986
-1,905
| -17% | -$340K | 0.43% | 75 |
|
|
2021
Q2 | $1.91M | Sell |
10,891
-2,694
| -20% | -$485K | 0.52% | 67 |
|
|
2021
Q1 | $2.51M | Buy |
+13,585
| New | +$2.51M | 0.76% | 43 |
|
|
2020
Q4 | – | Sell |
-5,398
| Closed | -$670K | – | 150 |
|
|
2020
Q3 | $670K | Sell |
5,398
-3,402
| -39% | -$425K | 0.24% | 97 |
|
|
2020
Q2 | $981K | Sell |
8,800
-2,450
| -22% | -$270K | 0.38% | 72 |
|
|
2020
Q1 | $1.09M | Sell |
11,250
-2,510
| -18% | -$317K | 0.47% | 63 |
|
|
2019
Q4 | $1.99M | Sell |
13,760
-21,071
| -60% | -$2.94M | 0.68% | 48 |
|
|
2019
Q3 | $4.54M | Sell |
34,831
-935
| -3% | -$129K | 1.63% | 16 |
|
|
2019
Q2 | $5M | Buy |
35,766
+5,180
| +17% | +$687K | 1.9% | 13 |
|
|
2019
Q1 | $3.4M | Buy |
30,586
+5,277
| +21% | +$590K | 1.37% | 20 |
|
|
2018
Q4 | $2.77M | Buy |
25,309
+19,625
| +345% | +$2.23M | 1.19% | 26 |
|
|
2018
Q3 | $665K | Buy |
+5,684
| New | +$633K | 0.24% | 94 |
|
|
2016
Q4 | – | Sell |
-5,640
| Closed | -$524K | – | 231 |
|
|
2016
Q3 | $524K | Sell |
5,640
-8,860
| -61% | -$848K | 0.22% | 140 |
|
|
2016
Q2 | $1.42M | Sell |
14,500
-4,440
| -23% | -$444K | 0.58% | 60 |
|
|
2016
Q1 | $1.88M | Buy |
18,940
+6,495
| +52% | +$627K | 0.74% | 39 |
|
|
2015
Q4 | $1.31M | Buy |
12,445
+3,333
| +37% | +$371K | 0.48% | 64 |
|
|
2015
Q3 | $931K | Buy |
9,112
+5,638
| +162% | +$614K | 0.42% | 80 |
|
|
2015
Q2 | $397K | Buy |
3,474
+52
| +2% | +$5.71K | 0.19% | 148 |
|
|
2015
Q1 | $359K | Buy |
3,422
+1,266
| +59% | +$128K | 0.17% | 164 |
|
|
2014
Q4 | $203K | Sell |
2,156
-357
| -14% | -$32.2K | 0.1% | 208 |
|
|
2014
Q3 | $224K | Sell |
2,513
-317
| -11% | -$28K | 0.11% | 186 |
|
|
2014
Q2 | $243K | Buy |
+2,830
| New | +$231K | 0.11% | 193 |
|
Other funds holding DIS
VCM
VPM
Wright Investors Service's DIS Position: Q1 2026 in Review
Wright Investors Service reduced its Walt Disney (DIS) stake by 5.1% in Q1 2026, selling an estimated $24.8K and leaving 4,350 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #130.
Wright Investors Service first reported a position in DIS in Q2 2014 and has held it in 32 quarters since. The position peaked at $5M in Q2 2019. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Wright Investors Service held 4,350 shares of Walt Disney worth $419K as of Q1 2026.
- Wright Investors Service sold 235 Walt Disney shares in Q1 2026, an estimated $24.8K.
- Walt Disney made up 0.13% of Wright Investors Service's portfolio in Q1 2026, its #130 holding.
- Wright Investors Service first reported a position in Walt Disney in Q2 2014 and has held it in 32 quarters since.
- Wright Investors Service's Walt Disney position peaked at $5M in Q2 2019.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.