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Bannerman Wealth Management Group’s Walt Disney DIS Stock Holding History

Bannerman Wealth Management Group’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 		$251K Buy
2,609
+109
+4% +$11.1K 0.15% 34
2026
Q1 		$241K Sell
2,500
-38
-1% -$4.02K 0.16% 30
2025
Q4 		$289K Buy
2,538
+10
+0.4% +$1.1K 0.2% 30
2025
Q3 		$289K Sell
2,528
-88
-3% -$10.4K 0.21% 31
2025
Q2 		$324K Buy
2,616
+163
+7% +$16.9K 0.25% 32
2025
Q1 		$242K Buy
2,453
+68
+3% +$7.31K 0.2% 32
2024
Q4 		$266K Buy
+2,385
New +$251K 0.22% 28

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

Bannerman Wealth Management Group's DIS Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Walt Disney (DIS) stake by 4.4% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,609 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #34.

Bannerman Wealth Management Group first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q2 2025. 1,378 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bannerman Wealth Management Group held 2,609 shares of Walt Disney worth $251K as of Q2 2026.
  • Bannerman Wealth Management Group bought 109 Walt Disney shares in Q2 2026, an estimated $11.1K.
  • Walt Disney made up 0.15% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #34 holding.
  • Bannerman Wealth Management Group first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Bannerman Wealth Management Group's Walt Disney position peaked at $324K in Q2 2025.
  • 1,378 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.