John Armitage
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John Armitage’s Walt Disney DIS Stock Holding History

John Armitage’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
Q3 		$97.9M Buy
+933,073
New +$95.6M 1% 23
2015
Q3 		– Sell
-623,283
Closed -$71.1M – 33
2015
Q2 		$71.1M Buy
623,283
+6,555
+1% +$720K 0.9% 26
2015
Q1 		$64.7M Buy
+616,728
New +$62.2M 0.89% 28
2014
Q4 		– Sell
-3,154,916
Closed -$281M – 40
2014
Q3 		$281M Sell
3,154,916
-20,808
-0.7% -$1.84M 3.78% 11
2014
Q2 		$272M Sell
3,175,724
-3,881,415
-55% -$317M 4.31% 10
2014
Q1 		$565M Sell
7,057,139
-364,947
-5% -$28.3M 8.61% 2
2013
Q4 		$567M Buy
7,422,086
+1,869,075
+34% +$129M 8.55% 3
2013
Q3 		$358M Sell
5,553,011
-1,165,279
-17% -$74.7M 6.54% 3
2013
Q2 		$424M Buy
+6,718,290
New +$424M 9.42% 4

Other funds holding DIS

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

John Armitage's DIS Position: Q3 2026 in Review

John Armitage opened a new position in Walt Disney (DIS) in Q3 2026: 933,073 shares worth $97.9M. The stake represents 1% of the portfolio and ranks #23 among its holdings. This is a return to the name: John Armitage previously reported a position in DIS as recently as Q2 2015.

John Armitage first reported a position in DIS in Q2 2013 and has held it in 9 quarters since. The position peaked at $567M in Q4 2013. 1,160 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • John Armitage held 933,073 shares of Walt Disney worth $97.9M as of Q3 2026.
  • Walt Disney was a new John Armitage position in Q3 2026.
  • Walt Disney made up 1% of John Armitage's portfolio in Q3 2026, its #23 holding.
  • John Armitage first reported a position in Walt Disney in Q2 2013 and has held it in 9 quarters since.
  • John Armitage's Walt Disney position peaked at $567M in Q4 2013.
  • 1,160 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Egerton Capital (UK)'s 13F filing for Q3 2026, filed 20 Oct 2026.