GIM
DIS icon

Goelzer Investment Management’s Walt Disney DIS Stock Holding History

Goelzer Investment 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 		$2.59M Sell
26,913
-5,666
-17% -$578K 0.11% 120
2026
Q1 		$3.14M Buy
32,579
+1,530
+5% +$162K 0.15% 115
2025
Q4 		$3.53M Buy
31,049
+2,393
+8% +$264K 0.16% 109
2025
Q3 		$3.28M Sell
28,656
-1,559
-5% -$184K 0.17% 113
2025
Q2 		$3.75M Sell
30,215
-1,312
-4% -$136K 0.21% 103
2025
Q1 		$3.11M Buy
31,527
+1,096
+4% +$118K 0.18% 115
2024
Q4 		$3.39M Sell
30,431
-727
-2% -$76.4K 0.2% 106
2024
Q3 		$3M Sell
31,158
-2,234
-7% -$206K 0.16% 114
2024
Q2 		$3.32M Sell
33,392
-1,109
-3% -$119K 0.19% 108
2024
Q1 		$4.22M Sell
34,501
-2,205
-6% -$230K 0.24% 96
2023
Q4 		$3.31M Sell
36,706
-17,989
-33% -$1.59M 0.21% 103
2023
Q3 		$4.43M Sell
54,695
-859
-2% -$73.4K 0.31% 73
2023
Q2 		$4.96M Buy
55,554
+21,506
+63% +$2.04M 0.42% 74
2023
Q1 		$3.41M Sell
34,048
-8,013
-19% -$808K 0.3% 99
2022
Q4 		$3.65M Sell
42,061
-1,055
-2% -$101K 0.31% 91
2022
Q3 		$4.07M Buy
43,116
+1,667
+4% +$178K 0.41% 77
2022
Q2 		$3.91M Buy
41,449
+19,704
+91% +$2.19M 0.38% 83
2022
Q1 		$2.98M Buy
21,745
+1,438
+7% +$208K 0.26% 114
2021
Q4 		$3.15M Buy
20,307
+673
+3% +$109K 0.26% 114
2021
Q3 		$3.32M Sell
19,634
-309
-2% -$55.1K 0.29% 107
2021
Q2 		$3.5M Sell
19,943
-138
-0.7% -$24.8K 0.29% 106
2021
Q1 		$3.71M Sell
20,081
-1,658
-8% -$306K 0.33% 98
2020
Q4 		$3.94M Sell
21,739
-1,721
-7% -$247K 0.36% 92
2020
Q3 		$2.91M Sell
23,460
-1,273
-5% -$159K 0.27% 109
2020
Q2 		$2.76M Sell
24,733
-1,573
-6% -$174K 0.27% 107
2020
Q1 		$2.54M Sell
26,306
-549
-2% -$69.4K 0.29% 102
2019
Q4 		$3.88M Sell
26,855
-493
-2% -$68.8K 0.33% 94
2019
Q3 		$3.56M Sell
27,348
-214
-0.8% -$29.6K 0.33% 98
2019
Q2 		$3.85M Buy
27,562
+552
+2% +$73.2K 0.35% 91
2019
Q1 		$3M Buy
27,010
+850
+3% +$95K 0.28% 103
2018
Q4 		$2.87M Sell
26,160
-765
-3% -$87K 0.37% 98
2018
Q3 		$3.15M Sell
26,925
-899
-3% -$100K 0.35% 99
2018
Q2 		$2.92M Sell
27,824
-1,080
-4% -$110K 0.34% 105
2018
Q1 		$2.9M Sell
28,904
-1,672
-5% -$178K 0.35% 104
2017
Q4 		$3.29M Sell
30,576
-813
-3% -$83.8K 0.37% 102
2017
Q3 		$3.09M Sell
31,389
-814
-3% -$83.7K 0.36% 103
2017
Q2 		$3.42M Sell
32,203
-6,365
-17% -$697K 0.42% 92
2017
Q1 		$4.37M Sell
38,568
-5,583
-13% -$615K 0.55% 75
2016
Q4 		$4.6M Sell
44,151
-9,569
-18% -$933K 0.6% 64
2016
Q3 		$4.99M Sell
53,720
-972
-2% -$93.1K 0.67% 50
2016
Q2 		$5.35M Sell
54,692
-3,052
-5% -$305K 0.74% 40
2016
Q1 		$5.74M Sell
57,744
-816
-1% -$78.8K 0.82% 33
2015
Q4 		$6.15M Buy
58,560
+27
+0% +$3.01K 0.9% 28
2015
Q3 		$5.98M Buy
58,533
+12,676
+28% +$1.38M 0.95% 25
2015
Q2 		$5.23M Sell
45,857
-281
-0.6% -$30.9K 0.79% 37
2015
Q1 		$4.84M Sell
46,138
-3,242
-7% -$327K 0.73% 47
2014
Q4 		$4.65M Buy
49,380
+40,524
+458% +$3.65M 0.7% 56
2014
Q3 		$788K Sell
8,856
-295
-3% -$26K 0.13% 144
2014
Q2 		$785K Sell
9,151
-768
-8% -$62.7K 0.13% 143
2014
Q1 		$794K Sell
9,919
-587
-6% -$45.5K 0.14% 142
2013
Q4 		$803K Buy
10,506
+1,664
+19% +$115K 0.15% 141
2013
Q3 		$570K Sell
8,842
-10,066
-53% -$645K 0.12% 147
2013
Q2 		$1.19M Buy
+18,908
New +$1.19M 0.13% 143

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

Goelzer Investment Management's DIS Position: Q2 2026 in Review

Goelzer Investment Management reduced its Walt Disney (DIS) stake by 17% in Q2 2026, selling an estimated $578K and leaving 26,913 shares worth $2.59M. The position accounts for 0.11% of the portfolio, ranked #120.

Goelzer Investment Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.15M in Q4 2015. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Goelzer Investment Management held 26,913 shares of Walt Disney worth $2.59M as of Q2 2026.
  • Goelzer Investment Management sold 5,666 Walt Disney shares in Q2 2026, an estimated $578K.
  • Walt Disney made up 0.11% of Goelzer Investment Management's portfolio in Q2 2026, its #120 holding.
  • Goelzer Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Goelzer Investment Management's Walt Disney position peaked at $6.15M in Q4 2015.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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