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Chapman Financial Group’s Walt Disney DIS Stock Holding History

Chapman Financial Group’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
Q3 		$249K Hold
2,369
– – 0.16% 115
2026
Q2 		$228K Hold
2,369
– – 0.15% 124
2026
Q1 		$228K Hold
2,369
– – 0.16% 120
2025
Q4 		$270K Hold
2,369
– – 0.18% 106
2025
Q3 		$271K Buy
+2,369
New +$279K 0.19% 107
2024
Q4 		$758K Buy
+6,811
New +$715K 0.61% 53

Other funds holding DIS

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Chapman Financial Group's DIS Position: Q3 2026 in Review

Chapman Financial Group held its Walt Disney (DIS) position steady in Q3 2026 at 2,369 shares worth $249K. The position accounts for 0.16% of the portfolio, ranked #115.

Chapman Financial Group first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2024. 1,392 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Chapman Financial Group held 2,369 shares of Walt Disney worth $249K as of Q3 2026.
  • Chapman Financial Group left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.16% of Chapman Financial Group's portfolio in Q3 2026, its #115 holding.
  • Chapman Financial Group first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Walt Disney position peaked at $758K in Q4 2024.
  • 1,392 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.