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Byrne Asset Management’s Walt Disney DIS Stock Holding History

Byrne 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
2026
Q2 		$1.39M Sell
14,417
-1,398
-9% -$143K 0.75% 32
2026
Q1 		$1.52M Sell
15,815
-1,120
-7% -$118K 0.89% 33
2025
Q4 		$1.93M Sell
16,935
-6
-0% -$661 1.06% 19
2025
Q3 		$1.94M Sell
16,941
-256
-1% -$30.2K 1.19% 17
2025
Q2 		$2.13M Buy
17,197
+372
+2% +$38.7K 1.41% 13
2025
Q1 		$1.66M Sell
16,825
-854
-5% -$91.8K 1.23% 17
2024
Q4 		$1.97M Sell
17,679
-632
-3% -$66.4K 1.38% 13
2024
Q3 		$1.76M Sell
18,311
-198
-1% -$18.2K 1.2% 21
2024
Q2 		$1.89M Sell
18,509
-704
-4% -$75.8K 1.35% 15
2024
Q1 		$2.35M Buy
19,213
+177
+0.9% +$18.5K 1.63% 11
2023
Q4 		$1.72M Buy
19,036
+989
+5% +$87.2K 1.31% 17
2023
Q3 		$1.46M Buy
18,047
+1,409
+8% +$120K 1.21% 18
2023
Q2 		$1.49M Buy
16,638
+5,147
+45% +$488K 0.97% 21
2023
Q1 		$1.15M Sell
11,491
-472
-4% -$47.6K 0.82% 31
2022
Q4 		$1.04M Sell
11,963
-1,045
-8% -$100K 0.75% 40
2022
Q3 		$1.23M Buy
13,008
+245
+2% +$26.2K 0.95% 23
2022
Q2 		$1.21M Buy
12,763
+1,474
+13% +$164K 0.89% 29
2022
Q1 		$1.55M Buy
11,289
+1,835
+19% +$265K 0.96% 25
2021
Q4 		$1.46M Buy
+9,454
New +$1.53M 0.95% 30

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Byrne Asset Management's DIS Position: Q2 2026 in Review

Byrne Asset Management reduced its Walt Disney (DIS) stake by 8.8% in Q2 2026, selling an estimated $143K and leaving 14,417 shares worth $1.39M. The position accounts for 0.75% of the portfolio, ranked #32.

Byrne Asset Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q1 2024. 525 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Byrne Asset Management held 14,417 shares of Walt Disney worth $1.39M as of Q2 2026.
  • Byrne Asset Management sold 1,398 Walt Disney shares in Q2 2026, an estimated $143K.
  • Walt Disney made up 0.75% of Byrne Asset Management's portfolio in Q2 2026, its #32 holding.
  • Byrne Asset Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's Walt Disney position peaked at $2.35M in Q1 2024.
  • 525 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.