Campbell Newman Asset Management’s Walt Disney DIS Stock Holding History

Campbell Newman 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	$400K	Sell	4,161 -3,307	-44%	-$337K	0.03%	93
2026 Q1	$720K	Sell	7,468 -8,097	-52%	-$856K	0.06%	93
2025 Q4	$1.77M	Hold	15,565	–	–	0.13%	77
2025 Q3	$1.78M	Hold	15,565	–	–	0.13%	76
2025 Q2	$1.93M	Hold	15,565	–	–	0.15%	69
2025 Q1	$1.54M	Hold	15,565	–	–	0.13%	75
2024 Q4	$1.73M	Hold	15,565	–	–	0.14%	72
2024 Q3	$1.5M	Hold	15,565	–	–	0.11%	80
2024 Q2	$1.55M	Hold	15,565	–	–	0.12%	74
2024 Q1	$1.9M	Hold	15,565	–	–	0.15%	60
2023 Q4	$1.41M	Sell	15,565 -2,000	-11%	-$176K	0.12%	77
2023 Q3	$1.42M	Hold	17,565	–	–	0.13%	71
2023 Q2	$1.57M	Hold	17,565	–	–	0.14%	64
2023 Q1	$1.76M	Sell	17,565 -6,434	-27%	-$649K	0.17%	55
2022 Q4	$2.09M	Sell	23,999 -3,800	-14%	-$363K	0.21%	53
2022 Q3	$2.62M	Sell	27,799 -1,900	-6%	-$203K	0.3%	39
2022 Q2	$2.8M	Buy	29,699 +100	+0.3%	+$11.1K	0.3%	38
2022 Q1	$4.06M	Hold	29,599	–	–	0.39%	38
2021 Q4	$4.58M	Hold	29,599	–	–	0.41%	37
2021 Q3	$5.01M	Hold	29,599	–	–	0.51%	36
2021 Q2	$5.2M	Hold	29,599	–	–	0.51%	38
2021 Q1	$5.46M	Hold	29,599	–	–	0.57%	36
2020 Q4	$5.36M	Sell	29,599 -4,600	-13%	-$660K	0.61%	35
2020 Q3	$4.24M	Hold	34,199	–	–	0.54%	37
2020 Q2	$3.81M	Sell	34,199 -113,391	-77%	-$12.5M	0.52%	37
2020 Q1	$14.3M	Sell	147,590 -1,810	-1%	-$229K	2.44%	14
2019 Q4	$21.6M	Buy	149,400 +528	+0.4%	+$73.7K	2.92%	10
2019 Q3	$19.4M	Sell	148,872 -86	-0.1%	-$11.9K	2.78%	10
2019 Q2	$20.8M	Buy	148,958 +38,871	+35%	+$5.16M	3.04%	9
2019 Q1	$12.2M	Sell	110,087 -1,187	-1%	-$133K	1.89%	25
2018 Q4	$12.2M	Sell	111,274 -6,924	-6%	-$787K	2.12%	19
2018 Q3	$13.8M	Sell	118,198 -928	-0.8%	-$103K	2%	23
2018 Q2	$12.5M	Buy	119,126 +6,063	+5%	+$620K	1.93%	25
2018 Q1	$11.4M	Buy	113,063 +1,080	+1%	+$115K	1.89%	24
2017 Q4	$12M	Buy	111,983 +1,279	+1%	+$132K	2.03%	22
2017 Q3	$10.9M	Sell	110,704 -4,021	-4%	-$414K	1.95%	25
2017 Q2	$12.2M	Sell	114,725 -380	-0.3%	-$41.6K	2.19%	19
2017 Q1	$13.1M	Buy	115,105 +71,851	+166%	+$7.91M	2.41%	20
2016 Q4	$4.51M	Sell	43,254 -163	-0.4%	-$15.9K	0.86%	32
2016 Q3	$4.03M	Sell	43,417 -1,144	-3%	-$110K	0.71%	34
2016 Q2	$4.36M	Buy	44,561 +21,380	+92%	+$2.14M	0.79%	34
2016 Q1	$2.3M	Buy	23,181 +3	+0%	+$290	0.48%	35
2015 Q4	$2.44M	Sell	23,178 -376	-2%	-$41.9K	0.53%	36
2015 Q3	$2.41M	Sell	23,554 -20	-0.1%	-$2.18K	0.55%	37
2015 Q2	$2.69M	Sell	23,574 -267	-1%	-$29.3K	0.53%	36
2015 Q1	$2.5M	Sell	23,841 -321	-1%	-$32.4K	0.46%	37
2014 Q4	$2.28M	Sell	24,162 -203	-0.8%	-$18.3K	0.42%	36
2014 Q3	$2.17M	Sell	24,365 -1,580	-6%	-$139K	0.43%	36
2014 Q2	$2.22M	Sell	25,945 -490	-2%	-$40K	0.44%	36
2014 Q1	$2.12M	Sell	26,435 -245	-0.9%	-$19K	0.45%	35
2013 Q4	$2.04M	Sell	26,680 -60	-0.2%	-$4.16K	0.49%	34
2013 Q3	$1.73M	Sell	26,740 -343	-1%	-$22K	0.42%	37
2013 Q2	$1.71M	Buy	+27,083	New	+$1.71M	0.38%	37

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Campbell Newman Asset Management's DIS Position: Q2 2026 in Review

Campbell Newman Asset Management reduced its Walt Disney (DIS) stake by 44% in Q2 2026, selling an estimated $337K and leaving 4,161 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #93.

Campbell Newman Asset Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.6M in Q4 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Campbell Newman Asset Management held 4,161 shares of Walt Disney worth $400K as of Q2 2026.
Campbell Newman Asset Management sold 3,307 Walt Disney shares in Q2 2026, an estimated $337K.
Walt Disney made up 0.03% of Campbell Newman Asset Management's portfolio in Q2 2026, its #93 holding.
Campbell Newman Asset Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
Campbell Newman Asset Management's Walt Disney position peaked at $21.6M in Q4 2019.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.