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Appleton Partners’s Walt Disney DIS Stock Holding History

Appleton Partners’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 		$8.78M Sell
91,189
-967
-1% -$98.6K 0.54% 54
2026
Q1 		$8.88M Sell
92,156
-8
-0% -$846 0.62% 56
2025
Q4 		$10.5M Sell
92,164
-213
-0.2% -$23.5K 0.69% 46
2025
Q3 		$10.6M Sell
92,377
-1,451
-2% -$171K 0.71% 48
2025
Q2 		$11.6M Sell
93,828
-4,215
-4% -$438K 0.82% 41
2025
Q1 		$9.68M Buy
98,043
+120
+0.1% +$12.9K 0.75% 46
2024
Q4 		$10.9M Sell
97,923
-11,133
-10% -$1.17M 0.81% 43
2024
Q3 		$10.5M Sell
109,056
-3,082
-3% -$284K 0.77% 44
2024
Q2 		$11.1M Buy
112,138
+22,427
+25% +$2.41M 0.86% 38
2024
Q1 		$11M Buy
89,711
+695
+0.8% +$72.6K 0.85% 37
2023
Q4 		$8.04M Buy
89,016
+1,044
+1% +$92K 0.65% 47
2023
Q3 		$7.13M Buy
87,972
+17,996
+26% +$1.54M 0.63% 45
2023
Q2 		$6.25M Sell
69,976
-429
-0.6% -$40.6K 0.53% 54
2023
Q1 		$7.05M Buy
70,405
+4
+0% +$403 0.63% 44
2022
Q4 		$6.12M Sell
70,401
-3,249
-4% -$311K 0.58% 51
2022
Q3 		$6.95M Sell
73,650
-2,588
-3% -$277K 0.69% 37
2022
Q2 		$7.2M Sell
76,238
-484
-0.6% -$53.7K 0.68% 41
2022
Q1 		$10.5M Buy
76,722
+64
+0.1% +$9.25K 0.86% 32
2021
Q4 		$11.9M Buy
76,658
+864
+1% +$140K 0.89% 29
2021
Q3 		$12.8M Buy
75,794
+1,780
+2% +$317K 1.07% 23
2021
Q2 		$13M Buy
74,014
+1,982
+3% +$356K 1.11% 24
2021
Q1 		$13.3M Buy
72,032
+5,455
+8% +$1.01M 1.24% 22
2020
Q4 		$12.1M Buy
66,577
+1,226
+2% +$176K 1.19% 25
2020
Q3 		$8.11M Buy
65,351
+1,691
+3% +$211K 0.9% 31
2020
Q2 		$7.1M Sell
63,660
-1,923
-3% -$212K 0.85% 32
2020
Q1 		$6.33M Buy
65,583
+2,719
+4% +$344K 0.88% 31
2019
Q4 		$9.09M Buy
62,864
+9,502
+18% +$1.33M 1% 30
2019
Q3 		$6.95M Buy
53,362
+8,236
+18% +$1.14M 0.84% 33
2019
Q2 		$6.3M Buy
45,126
+13,730
+44% +$1.82M 0.78% 36
2019
Q1 		$3.49M Sell
31,396
-929
-3% -$104K 0.46% 61
2018
Q4 		$3.54M Sell
32,325
-396
-1% -$45K 0.53% 58
2018
Q3 		$3.83M Sell
32,721
-545
-2% -$60.7K 0.51% 60
2018
Q2 		$3.49M Sell
33,266
-746
-2% -$76.3K 0.5% 62
2018
Q1 		$3.42M Buy
34,012
+442
+1% +$47K 0.52% 61
2017
Q4 		$3.61M Sell
33,570
-711
-2% -$73.2K 0.56% 55
2017
Q3 		$3.38M Sell
34,281
-4,760
-12% -$490K 0.57% 58
2017
Q2 		$4.15M Sell
39,041
-241
-0.6% -$26.4K 0.7% 53
2017
Q1 		$4.45M Sell
39,282
-5,055
-11% -$557K 0.82% 42
2016
Q4 		$4.62M Sell
44,337
-25,760
-37% -$2.51M 0.93% 40
2016
Q3 		$6.51M Sell
70,097
-9,513
-12% -$911K 1.23% 26
2016
Q2 		$7.79M Sell
79,610
-2,553
-3% -$255K 1.59% 19
2016
Q1 		$8.16M Buy
82,163
+524
+0.6% +$50.6K 1.61% 16
2015
Q4 		$8.58M Buy
81,639
+8,596
+12% +$958K 1.69% 11
2015
Q3 		$7.46M Buy
73,043
+6,421
+10% +$699K 1.7% 12
2015
Q2 		$7.6M Buy
66,622
+600
+0.9% +$65.9K 1.7% 16
2015
Q1 		$6.92M Buy
66,022
+4,022
+6% +$406K 1.56% 21
2014
Q4 		$5.84M Buy
62,000
+505
+0.8% +$45.5K 1.34% 28
2014
Q3 		$5.47M Buy
61,495
+1,427
+2% +$126K 1.28% 31
2014
Q2 		$5.15M Buy
60,068
+3,967
+7% +$324K 1.2% 36
2014
Q1 		$4.49M Buy
56,101
+19,978
+55% +$1.55M 1.06% 42
2013
Q4 		$2.76M Buy
36,123
+1,640
+5% +$114K 0.66% 49
2013
Q3 		$2.22M Buy
34,483
+660
+2% +$42.3K 0.6% 50
2013
Q2 		$2.14M Buy
+33,823
New +$2.14M 0.62% 47

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

Appleton Partners's DIS Position: Q2 2026 in Review

Appleton Partners reduced its Walt Disney (DIS) stake by 1% in Q2 2026, selling an estimated $98.6K and leaving 91,189 shares worth $8.78M. The position accounts for 0.54% of the portfolio, ranked #54.

Appleton Partners first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.3M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Appleton Partners held 91,189 shares of Walt Disney worth $8.78M as of Q2 2026.
  • Appleton Partners sold 967 Walt Disney shares in Q2 2026, an estimated $98.6K.
  • Walt Disney made up 0.54% of Appleton Partners's portfolio in Q2 2026, its #54 holding.
  • Appleton Partners first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Walt Disney position peaked at $13.3M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.