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J. Derek Lewis & Associates’s Walt Disney DIS Stock Holding History

J. Derek Lewis & Associates’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 		$313K Sell
3,251
-11
-0.3% -$1.12K 0.06% 138
2026
Q1 		$314K Sell
3,262
-11
-0.3% -$1.16K 0.07% 134
2025
Q4 		$372K Buy
+3,273
New +$360K 0.09% 116

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

J. Derek Lewis & Associates's DIS Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Walt Disney (DIS) stake by 0.34% in Q2 2026, selling an estimated $1.12K and leaving 3,251 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #138.

J. Derek Lewis & Associates first reported a position in DIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 1,878 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • J. Derek Lewis & Associates held 3,251 shares of Walt Disney worth $313K as of Q2 2026.
  • J. Derek Lewis & Associates sold 11 Walt Disney shares in Q2 2026, an estimated $1.12K.
  • Walt Disney made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #138 holding.
  • J. Derek Lewis & Associates first reported a position in Walt Disney in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Walt Disney position peaked at $372K in Q4 2025.
  • 1,878 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.