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Aull & Monroe Investment Management’s Walt Disney DIS Stock Holding History

Aull & Monroe 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 		$426K Sell
4,425
-121
-3% -$12.3K 0.18% 92
2026
Q1 		$438K Sell
4,546
-299
-6% -$31.6K 0.2% 85
2025
Q4 		$551K Sell
4,845
-16
-0.3% -$1.76K 0.28% 68
2025
Q3 		$557K Sell
4,861
-206
-4% -$24.3K 0.28% 70
2025
Q2 		$628K Sell
5,067
-1,800
-26% -$187K 0.34% 65
2025
Q1 		$678K Sell
6,867
-75
-1% -$8.06K 0.34% 67
2024
Q4 		$773K Sell
6,942
-400
-5% -$42K 0.39% 58
2024
Q3 		$706K Sell
7,342
-300
-4% -$27.6K 0.33% 71
2024
Q2 		$759K Buy
7,642
+57
+0.8% +$6.14K 0.37% 64
2024
Q1 		$928K Hold
7,585
– – 0.42% 61
2023
Q4 		$685K Sell
7,585
-200
-3% -$17.6K 0.34% 69
2023
Q3 		$631K Sell
7,785
-195
-2% -$16.7K 0.33% 68
2023
Q2 		$712K Sell
7,980
-6
-0.1% -$568 0.36% 69
2023
Q1 		$800K Sell
7,986
-845
-10% -$85.2K 0.41% 65
2022
Q4 		$767K Sell
8,831
-1,629
-16% -$156K 0.38% 65
2022
Q3 		$987K Sell
10,460
-2,100
-17% -$225K 0.54% 58
2022
Q2 		$1.19M Sell
12,560
-43
-0.3% -$4.77K 0.6% 52
2022
Q1 		$1.73M Sell
12,603
-100
-0.8% -$14.5K 0.78% 46
2021
Q4 		$1.97M Sell
12,703
-50
-0.4% -$8.07K 0.88% 39
2021
Q3 		$2.16M Sell
12,753
-175
-1% -$31.2K 1.06% 35
2021
Q2 		$2.27M Sell
12,928
-200
-2% -$36K 1.08% 33
2021
Q1 		$2.42M Sell
13,128
-725
-5% -$134K 1.18% 31
2020
Q4 		$2.51M Sell
13,853
-345
-2% -$49.5K 1.34% 25
2020
Q3 		$1.76M Sell
14,198
-1,000
-7% -$125K 1.03% 32
2020
Q2 		$1.7M Sell
15,198
-1,137
-7% -$126K 1.05% 33
2020
Q1 		$1.58M Buy
16,335
+103
+0.6% +$13K 1.06% 34
2019
Q4 		$2.35M Buy
16,232
+181
+1% +$25.3K 1.19% 29
2019
Q3 		$2.09M Sell
16,051
-129
-0.8% -$17.8K 1.11% 30
2019
Q2 		$2.26M Sell
16,180
-100
-0.6% -$13.3K 1.2% 29
2019
Q1 		$1.81M Sell
16,280
-471
-3% -$52.6K 0.97% 38
2018
Q4 		$1.84M Sell
16,751
-1,185
-7% -$135K 1.05% 36
2018
Q3 		$2.1M Buy
17,936
+25
+0.1% +$2.78K 1.01% 38
2018
Q2 		$1.88M Sell
17,911
-302
-2% -$30.9K 0.96% 38
2018
Q1 		$1.83M Buy
18,213
+100
+0.6% +$10.6K 0.95% 39
2017
Q4 		$1.95M Sell
18,113
-450
-2% -$46.4K 0.98% 36
2017
Q3 		$1.83M Hold
18,563
– – 0.94% 37
2017
Q2 		$1.97M Hold
18,563
– – 1.05% 33
2017
Q1 		$2.1M Sell
18,563
-175
-0.9% -$19.3K 1.13% 29
2016
Q4 		$1.95M Sell
18,738
-48
-0.3% -$4.68K 1.1% 31
2016
Q3 		$1.75M Hold
18,786
– – 1% 32
2016
Q2 		$1.84M Sell
18,786
-192
-1% -$19.2K 1.06% 32
2016
Q1 		$1.89M Sell
18,978
-343
-2% -$33.1K 1.13% 31
2015
Q4 		$2.03M Sell
19,321
-100
-0.5% -$11.1K 1.26% 27
2015
Q3 		$1.99M Sell
19,421
-251
-1% -$27.3K 1.29% 27
2015
Q2 		$2.34M Sell
19,672
-2,298
-10% -$252K 1.37% 28
2015
Q1 		$2.3M Sell
21,970
-550
-2% -$55.5K 1.29% 28
2014
Q4 		$2.12M Sell
22,520
-1,655
-7% -$149K 1.15% 34
2014
Q3 		$2.15M Buy
24,175
+797
+3% +$70.3K 1.14% 35
2014
Q2 		$2M Buy
23,378
+130
+0.6% +$10.6K 1.07% 33
2014
Q1 		$1.86M Sell
23,248
-900
-4% -$69.8K 1.06% 36
2013
Q4 		$1.84M Hold
24,148
– – 1.08% 34
2013
Q3 		$1.56M Sell
24,148
-100
-0.4% -$6.41K 1.01% 38
2013
Q2 		$1.53M Buy
+24,248
New +$1.53M 1.03% 38

Other funds holding DIS

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Aull & Monroe Investment Management's DIS Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Walt Disney (DIS) stake by 2.7% in Q2 2026, selling an estimated $12.3K and leaving 4,425 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #92.

Aull & Monroe Investment Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.51M in Q4 2020. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Aull & Monroe Investment Management held 4,425 shares of Walt Disney worth $426K as of Q2 2026.
  • Aull & Monroe Investment Management sold 121 Walt Disney shares in Q2 2026, an estimated $12.3K.
  • Walt Disney made up 0.18% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #92 holding.
  • Aull & Monroe Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Walt Disney position peaked at $2.51M in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.