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Investment House LLC’s Walt Disney DIS Stock Holding History

Investment House LLC’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 		$454K Sell
4,717
-870
-16% -$88.7K 0.02% 180
2026
Q1 		$538K Sell
5,587
-16,983
-75% -$1.79M 0.03% 171
2025
Q4 		$2.57M Buy
22,570
+17,200
+320% +$1.89M 0.12% 111
2025
Q3 		$615K Sell
5,370
-27,522
-84% -$3.24M 0.03% 167
2025
Q2 		$4.08M Buy
32,892
+27,692
+533% +$2.88M 0.21% 88
2025
Q1 		$513K Hold
5,200
– – 0.03% 173
2024
Q4 		$579K Hold
5,200
– – 0.03% 158
2024
Q3 		$500K Sell
5,200
-19,295
-79% -$1.78M 0.03% 171
2024
Q2 		$2.43M Buy
24,495
+17,846
+268% +$1.92M 0.14% 97
2024
Q1 		$814K Buy
6,649
+474
+8% +$49.5K 0.05% 136
2023
Q4 		$558K Sell
6,175
-100
-2% -$8.82K 0.04% 145
2023
Q3 		$509K Sell
6,275
-70,998
-92% -$6.06M 0.04% 144
2023
Q2 		$6.9M Buy
77,273
+68,347
+766% +$6.47M 0.52% 54
2023
Q1 		$894K Buy
8,926
+348
+4% +$35.1K 0.07% 120
2022
Q4 		$745K Sell
8,578
-55
-0.6% -$5.26K 0.07% 110
2022
Q3 		$814K Sell
8,633
-191
-2% -$20.4K 0.08% 110
2022
Q2 		$833K Sell
8,824
-8,077
-48% -$896K 0.07% 105
2022
Q1 		$2.32M Sell
16,901
-1,379
-8% -$199K 0.17% 83
2021
Q4 		$2.83M Buy
18,280
+5
+0% +$808 0.18% 82
2021
Q3 		$3.09M Sell
18,275
-426
-2% -$75.9K 0.23% 75
2021
Q2 		$3.29M Buy
18,701
+190
+1% +$34.2K 0.23% 74
2021
Q1 		$3.42M Sell
18,511
-3,755
-17% -$692K 0.26% 74
2020
Q4 		$4.03M Sell
22,266
-644
-3% -$92.4K 0.28% 72
2020
Q3 		$2.84M Sell
22,910
-227
-1% -$28.4K 0.22% 76
2020
Q2 		$2.58M Sell
23,137
-13,054
-36% -$1.44M 0.23% 80
2020
Q1 		$3.5M Buy
36,191
+12,636
+54% +$1.6M 0.4% 65
2019
Q4 		$3.41M Buy
23,555
+2,492
+12% +$348K 0.32% 69
2019
Q3 		$2.75M Buy
21,063
+3,764
+22% +$520K 0.28% 78
2019
Q2 		$2.42M Buy
17,299
+9,201
+114% +$1.22M 0.25% 81
2019
Q1 		$899K Buy
8,098
+100
+1% +$11.2K 0.1% 116
2018
Q4 		$877K Buy
7,998
+62
+0.8% +$7.05K 0.11% 106
2018
Q3 		$928K Sell
7,936
-175
-2% -$19.5K 0.1% 112
2018
Q2 		$850K Buy
8,111
+250
+3% +$25.6K 0.1% 114
2018
Q1 		$790K Sell
7,861
-11,184
-59% -$1.19M 0.1% 119
2017
Q4 		$2.05M Buy
19,045
+11,892
+166% +$1.23M 0.25% 88
2017
Q3 		$705K Buy
7,153
+100
+1% +$10.3K 0.09% 120
2017
Q2 		$749K Hold
7,053
– – 0.1% 123
2017
Q1 		$800K Hold
7,053
– – 0.11% 119
2016
Q4 		$735K Buy
7,053
+100
+1% +$9.75K 0.11% 116
2016
Q3 		$646K Hold
6,953
– – 0.1% 126
2016
Q2 		$680K Buy
6,953
+100
+1% +$10K 0.11% 120
2016
Q1 		$681K Hold
6,853
– – 0.11% 119
2015
Q4 		$720K Sell
6,853
-75
-1% -$8.36K 0.12% 106
2015
Q3 		$708K Buy
6,928
+150
+2% +$16.3K 0.12% 109
2015
Q2 		$773K Buy
6,778
+125
+2% +$13.7K 0.12% 110
2015
Q1 		$697K Sell
6,653
-25
-0.4% -$2.52K 0.11% 111
2014
Q4 		$629K Buy
6,678
+825
+14% +$74.4K 0.1% 115
2014
Q3 		$521K Buy
5,853
+150
+3% +$13.2K 0.09% 118
2014
Q2 		$489K Buy
5,703
+100
+2% +$8.17K 0.08% 118
2014
Q1 		$448K Hold
5,603
– – 0.08% 120
2013
Q4 		$428K Hold
5,603
– – 0.08% 120
2013
Q3 		$361K Hold
5,603
– – 0.07% 117
2013
Q2 		$354K Buy
+5,603
New +$354K 0.08% 113

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Investment House LLC's DIS Position: Q2 2026 in Review

Investment House LLC reduced its Walt Disney (DIS) stake by 16% in Q2 2026, selling an estimated $88.7K and leaving 4,717 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #180.

Investment House LLC first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.9M in Q2 2023. 1,326 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Investment House LLC held 4,717 shares of Walt Disney worth $454K as of Q2 2026.
  • Investment House LLC sold 870 Walt Disney shares in Q2 2026, an estimated $88.7K.
  • Walt Disney made up 0.02% of Investment House LLC's portfolio in Q2 2026, its #180 holding.
  • Investment House LLC first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Walt Disney position peaked at $6.9M in Q2 2023.
  • 1,326 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.