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L.J. Altfest & Co’s Walt Disney DIS Stock Holding History

L.J. Altfest & Co’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 		$1.53M Buy
15,946
+103
+0.7% +$10.5K 0.15% 110
2026
Q1 		$1.53M Buy
15,843
+65
+0.4% +$6.87K 0.16% 106
2025
Q4 		$1.8M Buy
15,778
+20
+0.1% +$2.2K 0.2% 88
2025
Q3 		$1.8M Sell
15,758
-227
-1% -$26.7K 0.2% 83
2025
Q2 		$1.98M Buy
15,985
+511
+3% +$53.1K 0.23% 77
2025
Q1 		$1.53M Sell
15,474
-28
-0.2% -$3.01K 0.19% 86
2024
Q4 		$1.73M Buy
15,502
+73
+0.5% +$7.67K 0.22% 80
2024
Q3 		$1.48M Buy
15,429
+149
+1% +$13.7K 0.2% 87
2024
Q2 		$1.52M Sell
15,280
-7,578
-33% -$816K 0.21% 80
2024
Q1 		$2.8M Buy
22,858
+112
+0.5% +$11.7K 0.4% 45
2023
Q4 		$2.05M Sell
22,746
-204
-0.9% -$18K 0.3% 64
2023
Q3 		$1.86M Buy
22,950
+2,852
+14% +$244K 0.29% 54
2023
Q2 		$1.79M Sell
20,098
-8,388
-29% -$795K 0.27% 58
2023
Q1 		$2.85M Buy
28,486
+3,994
+16% +$403K 0.45% 36
2022
Q4 		$2.13M Sell
24,492
-53
-0.2% -$5.07K 0.35% 57
2022
Q3 		$2.31M Buy
24,545
+4,922
+25% +$527K 0.43% 40
2022
Q2 		$1.85M Buy
19,623
+2,060
+12% +$229K 0.33% 49
2022
Q1 		$2.41M Sell
17,563
-2,887
-14% -$417K 0.43% 38
2021
Q4 		$3.17M Buy
20,450
+5,088
+33% +$822K 0.6% 33
2021
Q3 		$2.6M Sell
15,362
-92
-0.6% -$16.4K 0.54% 31
2021
Q2 		$2.72M Sell
15,454
-2,708
-15% -$487K 0.59% 31
2021
Q1 		$3.35M Buy
18,162
+287
+2% +$52.9K 0.79% 27
2020
Q4 		$3.24M Buy
17,875
+32
+0.2% +$4.59K 0.79% 26
2020
Q3 		$2.21M Sell
17,843
-626
-3% -$78.2K 0.59% 29
2020
Q2 		$2.06M Buy
18,469
+1,467
+9% +$162K 0.59% 28
2020
Q1 		$1.64M Buy
17,002
+3,125
+23% +$395K 0.51% 32
2019
Q4 		$2.01M Buy
13,877
+87
+0.6% +$12.1K 0.51% 33
2019
Q3 		$1.8M Sell
13,790
-188
-1% -$26K 0.46% 35
2019
Q2 		$1.95M Buy
13,978
+74
+0.5% +$9.81K 0.52% 34
2019
Q1 		$1.54M Buy
13,904
+187
+1% +$20.9K 0.38% 43
2018
Q4 		$1.5M Sell
13,717
-827
-6% -$94K 0.42% 37
2018
Q3 		$1.7M Sell
14,544
-31
-0.2% -$3.45K 0.5% 37
2018
Q2 		$1.53M Sell
14,575
-488
-3% -$49.9K 0.57% 36
2018
Q1 		$1.51M Buy
15,063
+19
+0.1% +$2.02K 0.65% 32
2017
Q4 		$1.62M Buy
15,044
+313
+2% +$32.2K 0.61% 38
2017
Q3 		$1.45M Sell
14,731
-1,854
-11% -$191K 0.71% 34
2017
Q2 		$1.76M Buy
16,585
+5,465
+49% +$598K 1.06% 23
2017
Q1 		$1.26M Buy
11,120
+185
+2% +$20.4K 0.5% 52
2016
Q4 		$1.14M Sell
10,935
-457
-4% -$44.6K 0.57% 57
2016
Q3 		$1.06M Buy
11,392
+1,552
+16% +$149K 0.7% 54
2016
Q2 		$963K Hold
9,840
– – 0.67% 56
2016
Q1 		$977K Buy
9,840
+6
+0.1% +$579 1.01% 39
2015
Q4 		$1.03M Sell
9,834
-568
-5% -$63.3K 1.01% 38
2015
Q3 		$1.06M Buy
10,402
+970
+10% +$106K 1.05% 38
2015
Q2 		$1.08M Buy
9,432
+242
+3% +$26.6K 0.99% 43
2015
Q1 		$964K Buy
9,190
+45
+0.5% +$4.54K 0.9% 45
2014
Q4 		$861K Buy
+9,145
New +$824K 0.7% 54
2014
Q2 		– Sell
-8,845
Closed -$681K – 73
2014
Q1 		$681K Buy
8,845
+4
+0% +$310 0.63% 56
2013
Q4 		$675K Buy
+8,841
New +$612K 0.57% 59

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

L.J. Altfest & Co's DIS Position: Q2 2026 in Review

L.J. Altfest & Co increased its Walt Disney (DIS) stake by 0.65% in Q2 2026, buying an estimated $10.5K and bringing the position to 15,946 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #110.

L.J. Altfest & Co first reported a position in DIS in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.35M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • L.J. Altfest & Co held 15,946 shares of Walt Disney worth $1.53M as of Q2 2026.
  • L.J. Altfest & Co bought 103 Walt Disney shares in Q2 2026, an estimated $10.5K.
  • Walt Disney made up 0.15% of L.J. Altfest & Co's portfolio in Q2 2026, its #110 holding.
  • L.J. Altfest & Co first reported a position in Walt Disney in Q4 2013 and has held it in 49 quarters since.
  • L.J. Altfest & Co's Walt Disney position peaked at $3.35M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.