SEC 13F Intelligence

Northeast Investment Management / DIS

Northeast Investment Management’s Disney Walt Co Position

Does Northeast Investment Management own Disney Walt Co (DIS)? Yes143.1K shares worth $14M (+0.57% of its 13F portfolio) as of Q1 2026, down from 150.3K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
143.1K
% of Portfolio
+0.57%
Quarters Held
30
currently held

Position History DIS

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $31MQ2 ’19: $39MQ3 ’19: $37MQ4 ’19: $41MQ4 ’19Q1 ’20: $27MQ2 ’20: $31MQ3 ’20: $36MQ4 ’20: $52MQ4 ’20Q1 ’21: $52MQ2 ’21: $50MQ3 ’21: $48MQ4 ’21: $43MQ4 ’21Q1 ’22: $38MQ2 ’22: $26MQ3 ’22: $27MQ4 ’22: $23,744Q4 ’22Q1 ’23: $28MQ2 ’23: $25MQ3 ’23: $20MQ4 ’23: $21MQ4 ’23Q1 ’24: $27MQ2 ’24: $21MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $16MQ2 ’25: $19MQ3 ’25: $17MQ4 ’25: $17MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.1K$14M+0.57%
Q4 2025150.3K$17M+0.67%
Q3 2025152.5K$17M+0.70%
Q2 2025153.8K$19M+0.81%
Q1 2025158.0K$16M+0.73%
Q4 2024162.0K$18M+0.80%
Q3 2024191.9K$18M+0.83%
Q2 2024215.9K$21M+1.01%
Q1 2024219.9K$27M+1.32%
Q4 2023230.1K$21M+1.11%
Q3 2023248.9K$20M+1.19%
Q2 2023279.7K$25M+1.41%
Q1 2023274.8K$28M+1.67%
Q4 2022273.3K$23,744+1.51%
Q3 2022281.4K$27M+1.80%
Q2 2022279.0K$26M+1.68%
Q1 2022276.7K$38M+2.00%
Q4 2021279.3K$43M+2.11%
Q3 2021283.4K$48M+2.56%
Q2 2021283.7K$50M+2.69%
Q1 2021283.5K$52M+3.09%
Q4 2020284.8K$52M+3.14%
Q3 2020288.3K$36M+2.38%
Q2 2020281.3K$31M+2.35%
Q1 2020280.7K$27M+2.49%
Q4 2019281.7K$41M+3.00%
Q3 2019281.8K$37M+2.93%
Q2 2019282.0K$39M+3.13%
Q1 2019280.2K$31M+2.61%
Q4 2018284.3K$31M+3.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northeast Investment Management’s full portfolio or all institutional holders of DIS.