Aptus Capital Advisors’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
Q2 | $10.6M | Buy |
109,800
+1,477
| +1% | +$151K | 0.07% | 222 |
|
|
2026
Q1 | $10.4M | Sell |
108,323
-7,869
| -7% | -$832K | 0.08% | 200 |
|
|
2025
Q4 | $13.2M | Buy |
116,192
+66,913
| +136% | +$7.37M | 0.09% | 180 |
|
|
2025
Q3 | $5.64M | Sell |
49,279
-6,988
| -12% | -$823K | 0.04% | 306 |
|
|
2025
Q2 | $6.98M | Buy |
56,267
+913
| +2% | +$94.9K | 0.06% | 246 |
|
|
2025
Q1 | $5.46M | Buy |
55,354
+6,969
| +14% | +$749K | 0.06% | 266 |
|
|
2024
Q4 | $5.4M | Buy |
48,385
+28,001
| +137% | +$2.94M | 0.06% | 256 |
|
|
2024
Q3 | $1.96M | Sell |
20,384
-46,852
| -70% | -$4.31M | 0.03% | 323 |
|
|
2024
Q2 | $6.68M | Buy |
67,236
+7,704
| +13% | +$829K | 0.12% | 150 |
|
|
2024
Q1 | $7.28M | Buy |
59,532
+6,459
| +12% | +$675K | 0.14% | 139 |
|
|
2023
Q4 | $4.79M | Sell |
53,073
-2,327
| -4% | -$205K | 0.13% | 139 |
|
|
2023
Q3 | $4.49M | Sell |
55,400
-1,873
| -3% | -$160K | 0.12% | 142 |
|
|
2023
Q2 | $5.11M | Sell |
57,273
-1,886
| -3% | -$179K | 0.12% | 138 |
|
|
2023
Q1 | $5.92M | Buy |
59,159
+2,991
| +5% | +$302K | 0.16% | 114 |
|
|
2022
Q4 | $4.88M | Buy |
56,168
+28,600
| +104% | +$2.74M | 0.15% | 112 |
|
|
2022
Q3 | $2.6M | Buy |
27,568
+22,080
| +402% | +$2.36M | 0.06% | 178 |
|
|
2022
Q2 | $518K | Sell |
5,488
-33,173
| -86% | -$3.68M | 0.01% | 278 |
|
|
2022
Q1 | $5.3M | Buy |
38,661
+4,900
| +15% | +$708K | 0.13% | 97 |
|
|
2021
Q4 | $5.23M | Buy |
33,761
+4,599
| +16% | +$743K | 0.16% | 87 |
|
|
2021
Q3 | $4.93M | Buy |
29,162
+12,818
| +78% | +$2.28M | 0.13% | 84 |
|
|
2021
Q2 | $2.87M | Buy |
16,344
+6,923
| +73% | +$1.25M | 0.08% | 119 |
|
|
2021
Q1 | $1.74M | Buy |
9,421
+4,984
| +112% | +$919K | 0.06% | 141 |
|
|
2020
Q4 | $803K | Buy |
4,437
+162
| +4% | +$23.3K | 0.04% | 197 |
|
|
2020
Q3 | $530K | Sell |
4,275
-593
| -12% | -$74.1K | 0.03% | 219 |
|
|
2020
Q2 | $542K | Sell |
4,868
-456
| -9% | -$50.3K | 0.03% | 188 |
|
|
2020
Q1 | $514K | Sell |
5,324
-21,205
| -80% | -$2.68M | 0.04% | 168 |
|
|
2019
Q4 | $3.84M | Buy |
26,529
+19,501
| +277% | +$2.72M | 0.27% | 62 |
|
|
2019
Q3 | $915K | Buy |
7,028
+416
| +6% | +$57.5K | 0.05% | 194 |
|
|
2019
Q2 | $923K | Buy |
6,612
+1,810
| +38% | +$240K | 0.13% | 128 |
|
|
2019
Q1 | $533K | Buy |
4,802
+2,602
| +118% | +$291K | 0.09% | 159 |
|
|
2018
Q4 | $241K | Buy |
+2,200
| New | +$250K | 0.06% | 138 |
|
Other funds holding DIS
Aptus Capital Advisors's DIS Position: Q2 2026 in Review
Aptus Capital Advisors increased its Walt Disney (DIS) stake by 1.4% in Q2 2026, buying an estimated $151K and bringing the position to 109,800 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #222.
Aptus Capital Advisors first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.2M in Q4 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Aptus Capital Advisors held 109,800 shares of Walt Disney worth $10.6M as of Q2 2026.
- Aptus Capital Advisors bought 1,477 Walt Disney shares in Q2 2026, an estimated $151K.
- Walt Disney made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #222 holding.
- Aptus Capital Advisors first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
- Aptus Capital Advisors's Walt Disney position peaked at $13.2M in Q4 2025.
- 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.