IIM
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Ipswich Investment Management’s Walt Disney DIS Stock Holding History

Ipswich 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 		$595K Hold
6,182
– – 0.13% 116
2026
Q1 		$596K Buy
6,182
+452
+8% +$47.8K 0.14% 117
2025
Q4 		$652K Sell
5,730
-70
-1% -$7.71K 0.15% 103
2025
Q3 		$664K Sell
5,800
-220
-4% -$25.9K 0.16% 108
2025
Q2 		$747K Sell
6,020
-400
-6% -$41.6K 0.18% 103
2025
Q1 		$634K Buy
6,420
+250
+4% +$26.9K 0.16% 110
2024
Q4 		$687K Sell
6,170
-25
-0.4% -$2.63K 0.17% 109
2024
Q3 		$596K Sell
6,195
-45
-0.7% -$4.14K 0.14% 112
2024
Q2 		$620K Sell
6,240
-5
-0.1% -$538 0.15% 115
2024
Q1 		$764K Hold
6,245
– – 0.18% 106
2023
Q4 		$564K Sell
6,245
-530
-8% -$46.7K 0.14% 120
2023
Q3 		$549K Sell
6,775
-361
-5% -$30.8K 0.15% 118
2023
Q2 		$637K Sell
7,136
-135
-2% -$12.8K 0.17% 111
2023
Q1 		$728K Sell
7,271
-345
-5% -$34.8K 0.2% 104
2022
Q4 		$662K Sell
7,616
-296
-4% -$28.3K 0.19% 107
2022
Q3 		$746K Buy
7,912
+556
+8% +$59.5K 0.24% 94
2022
Q2 		$694K Sell
7,356
-330
-4% -$36.6K 0.2% 104
2022
Q1 		$1.05M Buy
7,686
+65
+0.9% +$9.4K 0.26% 92
2021
Q4 		$1.18M Buy
7,621
+291
+4% +$47K 0.28% 91
2021
Q3 		$1.24M Buy
7,330
+75
+1% +$13.4K 0.32% 88
2021
Q2 		$1.27M Buy
7,255
+240
+3% +$43.2K 0.33% 85
2021
Q1 		$1.29M Buy
7,015
+330
+5% +$60.9K 0.36% 78
2020
Q4 		$1.21M Sell
6,685
-500
-7% -$71.8K 0.36% 72
2020
Q3 		$892K Sell
7,185
-185
-3% -$23.1K 0.29% 78
2020
Q2 		$822K Sell
7,370
-12,840
-64% -$1.42M 0.28% 80
2020
Q1 		$1.95M Sell
20,210
-1,350
-6% -$171K 0.77% 43
2019
Q4 		$3.12M Buy
21,560
+500
+2% +$69.8K 0.92% 38
2019
Q3 		$2.75M Buy
21,060
+11,195
+113% +$1.55M 0.87% 41
2019
Q2 		$1.38M Buy
9,865
+3,305
+50% +$438K 0.44% 61
2019
Q1 		$728K Buy
6,560
+110
+2% +$12.3K 0.24% 90
2018
Q4 		$707K Hold
6,450
– – 0.26% 81
2018
Q3 		$754K Buy
+6,450
New +$718K 0.25% 86
2018
Q2 		– Sell
-7,515
Closed -$755K – 104
2018
Q1 		$755K Sell
7,515
-450
-6% -$47.8K 0.32% 80
2017
Q4 		$856K Sell
7,965
-80
-1% -$8.24K 0.36% 71
2017
Q3 		$793K Sell
8,045
-275
-3% -$28.3K 0.36% 74
2017
Q2 		$884K Buy
8,320
+25
+0.3% +$2.74K 0.41% 65
2017
Q1 		$941K Hold
8,295
– – 0.41% 64
2016
Q4 		$865K Buy
8,295
+400
+5% +$39K 0.39% 66
2016
Q3 		$733K Sell
7,895
-25
-0.3% -$2.39K 0.36% 70
2016
Q2 		$775K Sell
7,920
-806
-9% -$80.6K 0.38% 64
2016
Q1 		$919K Sell
8,726
-19,129
-69% -$1.85M 0.44% 60
2015
Q4 		$2.93M Buy
27,855
+540
+2% +$60.2K 1.32% 32
2015
Q3 		$2.79M Sell
27,315
-330
-1% -$35.9K 1.33% 31
2015
Q2 		$3.15M Buy
27,645
+730
+3% +$80.2K 1.42% 25
2015
Q1 		$2.82M Buy
26,915
+3,240
+14% +$327K 1.24% 32
2014
Q4 		$2.23M Buy
23,675
+20,475
+640% +$1.85M 0.95% 41
2014
Q3 		$285K Sell
3,200
-612
-16% -$54K 0.12% 101
2014
Q2 		$327K Buy
3,812
+612
+19% +$50K 0.13% 107
2014
Q1 		$256K Sell
3,200
-300
-9% -$23.3K 0.11% 103
2013
Q4 		$267K Buy
3,500
+100
+3% +$6.93K 0.11% 116
2013
Q3 		$219K Hold
3,400
– – 0.1% 128
2013
Q2 		$215K Buy
+3,400
New +$215K 0.09% 133

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
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ipswich Investment Management held its Walt Disney (DIS) position steady in Q2 2026 at 6,182 shares worth $595K. The position accounts for 0.13% of the portfolio, ranked #116.

Ipswich Investment Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.15M in Q2 2015. 763 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Ipswich Investment Management held 6,182 shares of Walt Disney worth $595K as of Q2 2026.
  • Ipswich Investment Management left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.13% of Ipswich Investment Management's portfolio in Q2 2026, its #116 holding.
  • Ipswich Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Ipswich Investment Management's Walt Disney position peaked at $3.15M in Q2 2015.
  • 763 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.