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Ferguson Wellman Capital Management’s Walt Disney DIS Stock Holding History

Ferguson Wellman 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 		$1.64M Buy
17,077
+618
+4% +$63K 0.02% 189
2026
Q1 		$1.59M Sell
16,459
-2,010
-11% -$212K 0.02% 188
2025
Q4 		$2.1M Sell
18,469
-566
-3% -$62.3K 0.03% 137
2025
Q3 		$2.18M Buy
19,035
+4,013
+27% +$473K 0.04% 133
2025
Q2 		$1.86M Sell
15,022
-4,802
-24% -$499K 0.03% 140
2025
Q1 		$1.96M Buy
19,824
+3,441
+21% +$370K 0.04% 135
2024
Q4 		$1.82M Buy
16,383
+255
+2% +$26.8K 0.03% 144
2024
Q3 		$1.55M Buy
16,128
+71
+0.4% +$6.53K 0.03% 154
2024
Q2 		$1.59M Sell
16,057
-1,221
-7% -$131K 0.03% 145
2024
Q1 		$2.11M Buy
17,278
+154
+0.9% +$16.1K 0.04% 135
2023
Q4 		$1.55M Buy
17,124
+133
+0.8% +$11.7K 0.03% 153
2023
Q3 		$1.38M Sell
16,991
-3,922
-19% -$335K 0.03% 150
2023
Q2 		$1.87M Sell
20,913
-482
-2% -$45.7K 0.04% 144
2023
Q1 		$2.14M Sell
21,395
-878
-4% -$88.5K 0.05% 132
2022
Q4 		$1.94M Buy
22,273
+502
+2% +$48K 0.05% 143
2022
Q3 		$2.05M Sell
21,771
-1,231
-5% -$132K 0.08% 112
2022
Q2 		$2.17M Sell
23,002
-4,165
-15% -$462K 0.08% 119
2022
Q1 		$3.73M Sell
27,167
-2,259
-8% -$327K 0.12% 104
2021
Q4 		$4.56M Sell
29,426
-2,111
-7% -$341K 0.13% 93
2021
Q3 		$5.33M Sell
31,537
-1,238
-4% -$221K 0.17% 81
2021
Q2 		$5.76M Sell
32,775
-165,826
-83% -$29.8M 0.19% 82
2021
Q1 		$36.6M Buy
198,601
+2,673
+1% +$493K 1.27% 23
2020
Q4 		$35.5M Buy
195,928
+2,511
+1% +$360K 0.87% 30
2020
Q3 		$24M Buy
193,417
+10,244
+6% +$1.28M 0.66% 42
2020
Q2 		$20.4M Buy
183,173
+2,830
+2% +$312K 0.62% 45
2020
Q1 		$17.4M Sell
180,343
-867
-0.5% -$110K 0.65% 46
2019
Q4 		$26.2M Buy
181,210
+3,506
+2% +$489K 0.77% 41
2019
Q3 		$23.2M Buy
177,704
+2,945
+2% +$407K 0.74% 43
2019
Q2 		$24.4M Buy
174,759
+153,167
+709% +$20.3M 0.81% 42
2019
Q1 		$2.4M Sell
21,592
-9,576
-31% -$1.07M 0.08% 150
2018
Q4 		$3.42M Sell
31,168
-221
-0.7% -$25.1K 0.13% 137
2018
Q3 		$3.67M Sell
31,389
-1,134
-3% -$126K 0.12% 135
2018
Q2 		$3.41M Buy
32,523
+980
+3% +$100K 0.12% 140
2018
Q1 		$3.17M Sell
31,543
-232
-0.7% -$24.7K 0.11% 149
2017
Q4 		$3.42M Buy
31,775
+668
+2% +$68.8K 0.12% 143
2017
Q3 		$3.07M Sell
31,107
-612
-2% -$63K 0.11% 142
2017
Q2 		$3.37M Sell
31,719
-1,825
-5% -$200K 0.13% 135
2017
Q1 		$3.8M Buy
33,544
+549
+2% +$60.4K 0.15% 127
2016
Q4 		$3.44M Buy
32,995
+628
+2% +$61.2K 0.14% 133
2016
Q3 		$3.01M Sell
32,367
-305
-0.9% -$29.2K 0.13% 130
2016
Q2 		$3.2M Buy
32,672
+7,508
+30% +$751K 0.13% 129
2016
Q1 		$2.5M Buy
25,164
+1,732
+7% +$167K 0.11% 135
2015
Q4 		$2.46M Sell
23,432
-2,975
-11% -$332K 0.1% 154
2015
Q3 		$2.7M Buy
26,407
+5
+0% +$544 0.12% 144
2015
Q2 		$3.01M Buy
26,402
+710
+3% +$78K 0.12% 147
2015
Q1 		$2.69M Buy
25,692
+330
+1% +$33.3K 0.11% 156
2014
Q4 		$2.39M Sell
25,362
-138
-0.5% -$12.4K 0.1% 163
2014
Q3 		$2.27M Buy
25,500
+809
+3% +$71.4K 0.1% 160
2014
Q2 		$2.12M Buy
24,691
+6,401
+35% +$523K 0.09% 165
2014
Q1 		$1.46M Sell
18,290
-276
-1% -$21.4K 0.07% 179
2013
Q4 		$1.42M Buy
18,566
+72
+0.4% +$4.99K 0.06% 175
2013
Q3 		$1.19M Sell
18,494
-600
-3% -$38.5K 0.06% 170
2013
Q2 		$1.21M Buy
+19,094
New +$1.21M 0.09% 91

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Ferguson Wellman Capital Management's DIS Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Walt Disney (DIS) stake by 3.8% in Q2 2026, buying an estimated $63K and bringing the position to 17,077 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #189.

Ferguson Wellman Capital Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.6M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ferguson Wellman Capital Management held 17,077 shares of Walt Disney worth $1.64M as of Q2 2026.
  • Ferguson Wellman Capital Management bought 618 Walt Disney shares in Q2 2026, an estimated $63K.
  • Walt Disney made up 0.02% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #189 holding.
  • Ferguson Wellman Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Walt Disney position peaked at $36.6M in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.