Barton Investment Management’s Walt Disney DIS Stock Holding History

Barton 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	$509K	Sell	5,289 -1,000	-16%	-$102K	0.07%	42
2026 Q1	$606K	Hold	6,289	–	–	0.08%	39
2025 Q4	$716K	Hold	6,289	–	–	0.08%	38
2025 Q3	$720K	Hold	6,289	–	–	0.07%	37
2025 Q2	$780K	Hold	6,289	–	–	0.08%	33
2025 Q1	$621K	Hold	6,289	–	–	0.08%	35
2024 Q4	$700K	Hold	6,289	–	–	0.07%	34
2024 Q3	$605K	Hold	6,289	–	–	0.08%	35
2024 Q2	$624K	Hold	6,289	–	–	0.08%	34
2024 Q1	$770K	Hold	6,289	–	–	0.09%	33
2023 Q4	$568K	Hold	6,289	–	–	0.07%	36
2023 Q3	$510K	Sell	6,289 -265	-4%	-$22.6K	0.08%	34
2023 Q2	$585K	Hold	6,554	–	–	0.09%	33
2023 Q1	$656K	Hold	6,554	–	–	0.12%	32
2022 Q4	$569K	Buy	6,554 +675	+11%	+$64.6K	0.11%	33
2022 Q3	$555K	Hold	5,879	–	–	0.11%	32
2022 Q2	$555K	Hold	5,879	–	–	0.11%	32
2022 Q1	$806K	Hold	5,879	–	–	0.1%	30
2021 Q4	$911K	Hold	5,879	–	–	0.08%	29
2021 Q3	$995K	Hold	5,879	–	–	0.08%	27
2021 Q2	$1.03M	Hold	5,879	–	–	0.08%	26
2021 Q1	$1.08M	Hold	5,879	–	–	0.1%	26
2020 Q4	$1.06M	Hold	5,879	–	–	0.09%	25
2020 Q3	$729K	Hold	5,879	–	–	0.07%	27
2020 Q2	$656K	Hold	5,879	–	–	0.07%	27
2020 Q1	$568K	Sell	5,879 -300	-5%	-$37.9K	0.09%	28
2019 Q4	$894K	Hold	6,179	–	–	0.14%	26
2019 Q3	$805K	Hold	6,179	–	–	0.13%	25
2019 Q2	$863K	Hold	6,179	–	–	0.13%	25
2019 Q1	$686K	Sell	6,179 -330	-5%	-$36.9K	0.11%	28
2018 Q4	$714K	Hold	6,509	–	–	0.14%	28
2018 Q3	$761K	Hold	6,509	–	–	0.12%	26
2018 Q2	$682K	Hold	6,509	–	–	0.11%	26
2018 Q1	$654K	Hold	6,509	–	–	0.12%	27
2017 Q4	$700K	Sell	6,509 -433	-6%	-$44.6K	0.15%	27
2017 Q3	$684K	Sell	6,942 -365	-5%	-$37.5K	0.16%	27
2017 Q2	$776K	Sell	7,307 -425	-5%	-$46.5K	0.2%	22
2017 Q1	$876K	Buy	7,732 +20	+0.3%	+$2.2K	0.25%	21
2016 Q4	$803K	Hold	7,712	–	–	0.27%	21
2016 Q3	$716K	Hold	7,712	–	–	0.24%	22
2016 Q2	$754K	Sell	7,712 -450	-6%	-$45K	0.27%	19
2016 Q1	$810K	Hold	8,162	–	–	0.22%	29
2015 Q4	$858K	Hold	8,162	–	–	0.28%	21
2015 Q3	$834K	Sell	8,162 -500	-6%	-$54.4K	0.3%	22
2015 Q2	$989K	Hold	8,662	–	–	0.35%	24
2015 Q1	$909K	Hold	8,662	–	–	0.34%	25
2014 Q4	$816K	Hold	8,662	–	–	0.31%	26
2014 Q3	$771K	Hold	8,662	–	–	0.29%	27
2014 Q2	$743K	Hold	8,662	–	–	0.29%	27
2014 Q1	$694K	Hold	8,662	–	–	0.28%	26
2013 Q4	$662K	Buy	8,662 +866	+11%	+$60K	0.27%	27
2013 Q3	$503K	Hold	7,796	–	–	0.23%	32
2013 Q2	$492K	Buy	+7,796	New	+$493K	0.25%	33

Other funds holding DIS

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Barton Investment Management's DIS Position: Q2 2026 in Review

Barton Investment Management reduced its Walt Disney (DIS) stake by 16% in Q2 2026, selling an estimated $102K and leaving 5,289 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #42.

Barton Investment Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08M in Q1 2021. 674 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Barton Investment Management held 5,289 shares of Walt Disney worth $509K as of Q2 2026.
Barton Investment Management sold 1,000 Walt Disney shares in Q2 2026, an estimated $102K.
Walt Disney made up 0.07% of Barton Investment Management's portfolio in Q2 2026, its #42 holding.
Barton Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
Barton Investment Management's Walt Disney position peaked at $1.08M in Q1 2021.
674 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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