AIM
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AMI Investment Management’s Walt Disney DIS Stock Holding History

AMI 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
Q2 		$4.14M Buy
42,976
+887
+2% +$90.4K 0.88% 31
2026
Q1 		$4.06M Buy
42,089
+3,697
+10% +$391K 0.91% 30
2025
Q4 		$4.37M Buy
38,392
+1,216
+3% +$134K 0.98% 28
2025
Q3 		$4.26M Sell
37,176
-635
-2% -$74.8K 0.99% 27
2025
Q2 		$4.69M Buy
37,811
+1,528
+4% +$159K 1.21% 24
2025
Q1 		$3.58M Buy
36,283
+539
+2% +$57.9K 1.15% 28
2024
Q4 		$3.98M Sell
35,744
-382
-1% -$40.1K 1.29% 25
2024
Q3 		$3.47M Buy
36,126
+81
+0.2% +$7.45K 1.18% 29
2024
Q2 		$3.58M Sell
36,045
-792
-2% -$85.3K 1.25% 26
2024
Q1 		$4.51M Buy
36,837
+202
+0.6% +$21.1K 1.64% 19
2023
Q4 		$3.31M Buy
36,635
+1,605
+5% +$141K 1.34% 27
2023
Q3 		$2.84M Sell
35,030
-896
-2% -$76.5K 1.28% 28
2023
Q2 		$3.21M Sell
35,926
-237
-0.7% -$22.5K 1.42% 26
2023
Q1 		$3.62M Buy
36,163
+609
+2% +$61.4K 1.69% 21
2022
Q4 		$3.09M Buy
35,554
+8,743
+33% +$836K 1.56% 24
2022
Q3 		$2.53M Sell
26,811
-85
-0.3% -$9.1K 1.43% 27
2022
Q2 		$2.54M Buy
26,896
+1,978
+8% +$220K 1.28% 32
2022
Q1 		$3.42M Buy
24,918
+1,094
+5% +$158K 1.5% 27
2021
Q4 		$3.69M Buy
23,824
+103
+0.4% +$16.6K 1.49% 25
2021
Q3 		$4.01M Sell
23,721
-1,448
-6% -$258K 1.68% 26
2021
Q2 		$4.42M Sell
25,169
-168
-0.7% -$30.2K 1.75% 25
2021
Q1 		$4.67M Hold
25,337
– – 1.96% 21
2020
Q4 		$4.59M Sell
25,337
-1,507
-6% -$216K 2.03% 18
2020
Q3 		$3.33M Buy
26,844
+2,460
+10% +$307K 1.68% 21
2020
Q2 		$2.72M Sell
24,384
-1,325
-5% -$146K 1.45% 27
2020
Q1 		$2.48M Sell
25,709
-232
-0.9% -$29.3K 1.47% 24
2019
Q4 		$3.75M Sell
25,941
-1,266
-5% -$177K 1.61% 21
2019
Q3 		$3.55M Sell
27,207
-480
-2% -$66.4K 1.65% 24
2019
Q2 		$3.87M Sell
27,687
-4,089
-13% -$542K 1.97% 19
2019
Q1 		$3.53M Hold
31,776
– – 1.86% 20
2018
Q4 		$3.48M Buy
31,776
+475
+2% +$54K 2.06% 17
2018
Q3 		$3.66M Hold
31,301
– – 1.9% 18
2018
Q2 		$3.28M Buy
+31,301
New +$3.2M 1.74% 24

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AMI Investment Management's DIS Position: Q2 2026 in Review

AMI Investment Management increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $90.4K and bringing the position to 42,976 shares worth $4.14M. The position accounts for 0.88% of the portfolio, ranked #31.

AMI Investment Management first reported a position in DIS in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.69M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • AMI Investment Management held 42,976 shares of Walt Disney worth $4.14M as of Q2 2026.
  • AMI Investment Management bought 887 Walt Disney shares in Q2 2026, an estimated $90.4K.
  • Walt Disney made up 0.88% of AMI Investment Management's portfolio in Q2 2026, its #31 holding.
  • AMI Investment Management first reported a position in Walt Disney in Q2 2018 and has held it in 33 quarters since.
  • AMI Investment Management's Walt Disney position peaked at $4.69M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.