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Birch Hill Investment Advisors’s Walt Disney DIS Stock Holding History

Birch Hill Investment Advisors’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 		$1.84M Buy
19,089
+4,284
+29% +$437K 0.07% 90
2026
Q1 		$1.43M Sell
14,805
-2,067
-12% -$218K 0.06% 99
2025
Q4 		$1.92M Sell
16,872
-739
-4% -$81.4K 0.08% 87
2025
Q3 		$2.02M Buy
17,611
+1,771
+11% +$209K 0.09% 84
2025
Q2 		$1.96M Sell
15,840
-4,205
-21% -$437K 0.09% 81
2025
Q1 		$1.98M Sell
20,045
-2,778
-12% -$299K 0.09% 88
2024
Q4 		$2.54M Sell
22,823
-398
-2% -$41.8K 0.12% 80
2024
Q3 		$2.23M Sell
23,221
-934
-4% -$85.9K 0.1% 81
2024
Q2 		$2.4M Sell
24,155
-71
-0.3% -$7.64K 0.12% 76
2024
Q1 		$2.96M Sell
24,226
-209
-0.9% -$21.8K 0.14% 73
2023
Q4 		$2.21M Sell
24,435
-2,040
-8% -$180K 0.12% 78
2023
Q3 		$2.15M Buy
26,475
+636
+2% +$54.3K 0.13% 75
2023
Q2 		$2.31M Sell
25,839
-2,763
-10% -$262K 0.13% 71
2023
Q1 		$2.86M Buy
28,602
+200
+0.7% +$20.2K 0.18% 63
2022
Q4 		$2.47M Sell
28,402
-345
-1% -$33K 0.16% 67
2022
Q3 		$2.71M Sell
28,747
-11,290
-28% -$1.21M 0.18% 62
2022
Q2 		$3.78M Sell
40,037
-7,255
-15% -$805K 0.24% 62
2022
Q1 		$6.49M Buy
47,292
+4,235
+10% +$612K 0.35% 49
2021
Q4 		$6.67M Sell
43,057
-160
-0.4% -$25.8K 0.33% 51
2021
Q3 		$7.31M Buy
43,217
+1,085
+3% +$193K 0.39% 45
2021
Q2 		$7.41M Buy
42,132
+268
+0.6% +$48.2K 0.4% 47
2021
Q1 		$7.72M Sell
41,864
-276
-0.7% -$50.9K 0.44% 43
2020
Q4 		$7.63M Buy
42,140
+2,100
+5% +$301K 0.46% 38
2020
Q3 		$4.97M Sell
40,040
-1,717
-4% -$215K 0.33% 45
2020
Q2 		$4.66M Buy
41,757
+929
+2% +$103K 0.34% 47
2020
Q1 		$3.94M Buy
40,828
+25,453
+166% +$3.22M 0.35% 47
2019
Q4 		$2.22M Buy
15,375
+85
+0.6% +$11.9K 0.15% 68
2019
Q3 		$1.99M Buy
15,290
+160
+1% +$22.1K 0.14% 69
2019
Q2 		$2.11M Hold
15,130
– – 0.16% 69
2019
Q1 		$1.68M Sell
15,130
-668
-4% -$74.7K 0.13% 75
2018
Q4 		$1.73M Buy
15,798
+525
+3% +$59.7K 0.15% 73
2018
Q3 		$1.79M Buy
15,273
+2,101
+16% +$234K 0.13% 75
2018
Q2 		$1.38M Buy
13,172
+1,710
+15% +$175K 0.11% 77
2018
Q1 		$1.15M Buy
11,462
+1,725
+18% +$183K 0.1% 76
2017
Q4 		$1.05M Hold
9,737
– – 0.09% 78
2017
Q3 		$960K Sell
9,737
-50
-0.5% -$5.14K 0.08% 79
2017
Q2 		$1.04M Buy
9,787
+94
+1% +$10.3K 0.09% 76
2017
Q1 		$1.1M Buy
9,693
+350
+4% +$38.5K 0.09% 76
2016
Q4 		$974K Buy
9,343
+175
+2% +$17.1K 0.09% 78
2016
Q3 		$851K Hold
9,168
– – 0.08% 80
2016
Q2 		$897K Sell
9,168
-820
-8% -$82K 0.09% 80
2016
Q1 		$992K Buy
9,988
+906
+10% +$87.5K 0.1% 79
2015
Q4 		$954K Sell
9,082
-306
-3% -$34.1K 0.1% 79
2015
Q3 		$959K Hold
9,388
– – 0.1% 77
2015
Q2 		$1.07M Hold
9,388
– – 0.11% 77
2015
Q1 		$985K Buy
9,388
+470
+5% +$47.4K 0.1% 81
2014
Q4 		$840K Buy
8,918
+130
+1% +$11.7K 0.08% 86
2014
Q3 		$782K Buy
8,788
+1,650
+23% +$146K 0.08% 88
2014
Q2 		$612K Sell
7,138
-172
-2% -$14K 0.06% 93
2014
Q1 		$585K Sell
7,310
-850
-10% -$65.9K 0.06% 94
2013
Q4 		$623K Buy
8,160
+500
+7% +$34.6K 0.07% 100
2013
Q3 		$494K Sell
7,660
-500
-6% -$32.1K 0.06% 104
2013
Q2 		$515K Buy
+8,160
New +$516K 0.06% 100

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

Birch Hill Investment Advisors's DIS Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its Walt Disney (DIS) stake by 29% in Q2 2026, buying an estimated $437K and bringing the position to 19,089 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #90.

Birch Hill Investment Advisors first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.72M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Birch Hill Investment Advisors held 19,089 shares of Walt Disney worth $1.84M as of Q2 2026.
  • Birch Hill Investment Advisors bought 4,284 Walt Disney shares in Q2 2026, an estimated $437K.
  • Walt Disney made up 0.07% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Birch Hill Investment Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's Walt Disney position peaked at $7.72M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.