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Blume Capital Management’s Walt Disney DIS Stock Holding History

Blume Capital 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 		$9.81M Buy
101,929
+412
+0.4% +$42K 1.43% 26
2026
Q1 		$9.78M Buy
101,517
+9,285
+10% +$981K 1.66% 24
2025
Q4 		$10.5M Buy
92,232
+2,670
+3% +$294K 1.91% 22
2025
Q3 		$10.3M Sell
89,562
-312
-0.3% -$36.7K 1.95% 22
2025
Q2 		$11.1M Buy
89,874
+568
+0.6% +$59K 2.24% 14
2025
Q1 		$8.81M Buy
89,306
+3,163
+4% +$340K 1.97% 20
2024
Q4 		$9.59M Sell
86,143
-406
-0.5% -$42.6K 2.15% 18
2024
Q3 		$8.33M Buy
86,549
+1,889
+2% +$174K 1.86% 24
2024
Q2 		$8.41M Buy
84,660
+929
+1% +$100K 2.03% 20
2024
Q1 		$10.2M Sell
83,731
-7,462
-8% -$779K 2.48% 13
2023
Q4 		$8.23M Buy
91,193
+180
+0.2% +$15.9K 2.15% 16
2023
Q3 		$7.38M Buy
91,013
+2,024
+2% +$173K 2.18% 14
2023
Q2 		$7.94M Buy
88,989
+5,524
+7% +$523K 2.33% 13
2023
Q1 		$8.36M Buy
83,465
+75
+0.1% +$7.56K 2.65% 10
2022
Q4 		$7.24M Buy
83,390
+4,065
+5% +$389K 2.45% 12
2022
Q3 		$7.48M Buy
79,325
+903
+1% +$96.6K 2.82% 9
2022
Q2 		$7.4M Buy
78,422
+15,690
+25% +$1.74M 2.92% 10
2022
Q1 		$8.6M Buy
62,732
+6,342
+11% +$917K 2.84% 11
2021
Q4 		$8.73M Buy
56,390
+8,359
+17% +$1.35M 2.88% 11
2021
Q3 		$8.13M Buy
48,031
+160
+0.3% +$28.5K 2.97% 14
2021
Q2 		$8.41M Sell
47,871
-300
-0.6% -$54K 3.08% 13
2021
Q1 		$8.89M Sell
48,171
-7,296
-13% -$1.35M 3.5% 8
2020
Q4 		$10.1M Sell
55,467
-1,872
-3% -$269K 4.3% 4
2020
Q3 		$7.12M Sell
57,339
-145
-0.3% -$18.1K 3.61% 9
2020
Q2 		$6.41M Buy
57,484
+145
+0.3% +$16K 3.55% 10
2020
Q1 		$5.54M Buy
57,339
+11,573
+25% +$1.46M 3.55% 10
2019
Q4 		$6.62M Sell
45,766
-4,690
-9% -$655K 3.24% 10
2019
Q3 		$6.58M Buy
50,456
+25
+0% +$3.46K 3.28% 9
2019
Q2 		$7.04M Buy
50,431
+202
+0.4% +$26.8K 3.57% 8
2019
Q1 		$5.58M Buy
50,229
+10,140
+25% +$1.13M 2.93% 10
2018
Q4 		$4.4M Buy
40,089
+440
+1% +$50K 2.51% 15
2018
Q3 		$4.64M Sell
39,649
-615
-2% -$68.5K 2.42% 16
2018
Q2 		$4.22M Sell
40,264
-340
-0.8% -$34.8K 2.3% 18
2018
Q1 		$4.08M Sell
40,604
-7,010
-15% -$745K 2.27% 19
2017
Q4 		$5.12M Sell
47,614
-400
-0.8% -$41.2K 2.62% 17
2017
Q3 		$4.73M Buy
48,014
+8,590
+22% +$884K 2.5% 17
2017
Q2 		$4.19M Buy
39,424
+6,496
+20% +$711K 2.38% 18
2017
Q1 		$3.73M Hold
32,928
– – 2.16% 19
2016
Q4 		$3.43M Buy
32,928
+1,455
+5% +$142K 2.06% 22
2016
Q3 		$2.92M Buy
31,473
+19,964
+173% +$1.91M 1.79% 23
2016
Q2 		$1.13M Buy
11,509
+296
+3% +$29.6K 0.74% 32
2016
Q1 		$1.11M Buy
11,213
+10,300
+1,128% +$994K 0.77% 32
2015
Q4 		$96K Hold
913
– – 0.07% 75
2015
Q3 		$93K Buy
913
+180
+25% +$19.6K 0.08% 69
2015
Q2 		$84K Hold
733
– – 0.06% 78
2015
Q1 		$77K Sell
733
-350
-32% -$35.3K 0.05% 102
2014
Q4 		$102K Buy
1,083
+450
+71% +$40.6K 0.07% 86
2014
Q3 		$56K Hold
633
– – 0.04% 89
2014
Q2 		$54K Hold
633
– – 0.04% 95
2014
Q1 		$51K Hold
633
– – 0.04% 102
2013
Q4 		$48K Buy
+633
New +$43.8K 0.04% 113

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

Blume Capital Management's DIS Position: Q2 2026 in Review

Blume Capital Management increased its Walt Disney (DIS) stake by 0.41% in Q2 2026, buying an estimated $42K and bringing the position to 101,929 shares worth $9.81M. The position accounts for 1.43% of the portfolio, ranked #26.

Blume Capital Management first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. The position peaked at $11.1M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Blume Capital Management held 101,929 shares of Walt Disney worth $9.81M as of Q2 2026.
  • Blume Capital Management bought 412 Walt Disney shares in Q2 2026, an estimated $42K.
  • Walt Disney made up 1.43% of Blume Capital Management's portfolio in Q2 2026, its #26 holding.
  • Blume Capital Management first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • Blume Capital Management's Walt Disney position peaked at $11.1M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.