EWM
DIS icon

Empirical Wealth Management’s Walt Disney DIS Stock Holding History

Empirical Wealth 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 		$2.08M Buy
21,645
+434
+2% +$44.2K 0.03% 266
2026
Q1 		$2.04M Buy
21,211
+6,445
+44% +$681K 0.04% 247
2025
Q4 		$1.68M Sell
14,766
-3,001
-17% -$331K 0.03% 265
2025
Q3 		$2.03M Buy
17,767
+2,307
+15% +$272K 0.04% 242
2025
Q2 		$1.92M Buy
15,460
+695
+5% +$72.2K 0.04% 236
2025
Q1 		$1.46M Sell
14,765
-3,364
-19% -$362K 0.04% 254
2024
Q4 		$2.02M Buy
18,129
+923
+5% +$97K 0.05% 196
2024
Q3 		$1.66M Buy
17,206
+1,114
+7% +$102K 0.05% 208
2024
Q2 		$1.6M Buy
16,092
+769
+5% +$82.8K 0.05% 205
2024
Q1 		$1.87M Buy
15,323
+277
+2% +$28.9K 0.06% 184
2023
Q4 		$1.36M Sell
15,046
-310
-2% -$27.3K 0.05% 210
2023
Q3 		$1.24M Buy
15,356
+1,272
+9% +$109K 0.05% 205
2023
Q2 		$1.26M Buy
14,084
+1,336
+10% +$127K 0.05% 205
2023
Q1 		$1.28M Buy
12,748
+70
+0.6% +$7.06K 0.06% 183
2022
Q4 		$1.1M Sell
12,678
-742
-6% -$71K 0.05% 196
2022
Q3 		$1.27M Buy
13,420
+2,305
+21% +$247K 0.07% 174
2022
Q2 		$1.05M Buy
11,115
+1,621
+17% +$180K 0.06% 194
2022
Q1 		$1.3M Sell
9,494
-1,946
-17% -$281K 0.06% 180
2021
Q4 		$1.77M Sell
11,440
-699
-6% -$113K 0.09% 147
2021
Q3 		$2.05M Buy
12,139
+1,270
+12% +$226K 0.12% 118
2021
Q2 		$1.91M Buy
10,869
+1,282
+13% +$231K 0.12% 117
2021
Q1 		$1.77M Sell
9,587
-1,110
-10% -$205K 0.14% 110
2020
Q4 		$1.94M Buy
10,697
+940
+10% +$135K 0.15% 101
2020
Q3 		$1.21M Buy
9,757
+600
+7% +$75K 0.1% 126
2020
Q2 		$1.02M Sell
9,157
-1,645
-15% -$182K 0.1% 126
2020
Q1 		$1.04M Sell
10,802
-22
-0.2% -$2.78K 0.11% 110
2019
Q4 		$1.56M Sell
10,824
-1,536
-12% -$214K 0.17% 90
2019
Q3 		$1.61M Buy
12,360
+1,103
+10% +$153K 0.2% 80
2019
Q2 		$1.57M Buy
11,257
+1,372
+14% +$182K 0.2% 81
2019
Q1 		$1.1M Buy
9,885
+569
+6% +$63.6K 0.16% 80
2018
Q4 		$1.02M Buy
9,316
+4,433
+91% +$504K 0.17% 71
2018
Q3 		$571K Sell
4,883
-196
-4% -$21.8K 0.1% 110
2018
Q2 		$532K Buy
5,079
+269
+6% +$27.5K 0.1% 105
2018
Q1 		$483K Buy
4,810
+329
+7% +$35K 0.1% 103
2017
Q4 		$482K Hold
4,481
– – 0.1% 91
2017
Q3 		$442K Buy
4,481
+1
+0% +$103 0.1% 90
2017
Q2 		$476K Hold
4,480
– – 0.12% 85
2017
Q1 		$508K Sell
4,480
-739
-14% -$81.4K 0.13% 83
2016
Q4 		$544K Buy
5,219
+660
+14% +$64.4K 0.13% 74
2016
Q3 		$423K Buy
4,559
+870
+24% +$83.3K 0.11% 77
2016
Q2 		$361K Buy
3,689
+37
+1% +$3.7K 0.09% 80
2016
Q1 		$363K Buy
3,652
+67
+2% +$6.47K 0.09% 81
2015
Q4 		$377K Sell
3,585
-1,005
-22% -$112K 0.09% 81
2015
Q3 		$469K Buy
4,590
+556
+14% +$60.5K 0.11% 76
2015
Q2 		$460K Buy
4,034
+1,309
+48% +$144K 0.11% 80
2015
Q1 		$286K Sell
2,725
-547
-17% -$55.2K 0.07% 84
2014
Q4 		$308K Buy
3,272
+200
+7% +$18K 0.08% 80
2014
Q3 		$273K Hold
3,072
– – 0.07% 88
2014
Q2 		$263K Hold
3,072
– – 0.07% 86
2014
Q1 		$246K Buy
3,072
+2
+0.1% +$155 0.06% 86
2013
Q4 		$235K Buy
+3,070
New +$213K 0.07% 86

Other funds holding DIS

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
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
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
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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Empirical Wealth Management's DIS Position: Q2 2026 in Review

Empirical Wealth Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $44.2K and bringing the position to 21,645 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #266.

Empirical Wealth Management first reported a position in DIS in Q4 2013 and has held it in 51 quarters since. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Empirical Wealth Management held 21,645 shares of Walt Disney worth $2.08M as of Q2 2026.
  • Empirical Wealth Management bought 434 Walt Disney shares in Q2 2026, an estimated $44.2K.
  • Walt Disney made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Empirical Wealth Management first reported a position in Walt Disney in Q4 2013 and has held it in 51 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.