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Baker Avenue Asset Management’s Walt Disney DIS Stock Holding History

Baker Avenue Asset 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
2025
Q3 		– Sell
-50,000
Closed -$5.83K – 636
2025
Q2 		$5.83K Buy
+50,000
New +$5.2M ﹤0.01% 500

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baker Avenue Asset Management's DIS Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Walt Disney (DIS) stake by 28% in Q2 2026, buying an estimated $183K and bringing the position to 8,315 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #354.

Baker Avenue Asset Management first reported a position in DIS in Q2 2013 and has held it in 46 quarters since. The position peaked at $7.02M in Q2 2019. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Baker Avenue Asset Management held 8,315 shares of Walt Disney worth $800K as of Q2 2026.
  • Baker Avenue Asset Management bought 1,794 Walt Disney shares in Q2 2026, an estimated $183K.
  • Walt Disney made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #354 holding.
  • Baker Avenue Asset Management first reported a position in Walt Disney in Q2 2013 and has held it in 46 quarters since.
  • Baker Avenue Asset Management's Walt Disney position peaked at $7.02M in Q2 2019.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.