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Laurel Wealth Advisors (North Carolina)’s Walt Disney DIS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.19M Buy
22,784
+517
+2% +$52.7K 0.21% 81
2026
Q1 		$2.41M Buy
22,267
+231
+1% +$24.4K 0.24% 78
2025
Q4 		$2.51M Sell
22,036
-718
-3% -$79.1K 0.33% 68
2025
Q3 		$2.61M Sell
22,754
-44
-0.2% -$5.18K 0.36% 68
2025
Q2 		$2.83M Sell
22,798
-676
-3% -$70.2K 0.42% 61
2025
Q1 		$2.32M Sell
23,474
-432
-2% -$46.4K 0.36% 70
2024
Q4 		$2.66M Sell
23,906
-188
-0.8% -$19.7K 0.42% 59
2024
Q3 		$2.32M Sell
24,094
-15
-0.1% -$1.38K 0.37% 70
2024
Q2 		$2.39M Sell
24,109
-2,007
-8% -$216K 0.42% 65
2024
Q1 		$3.2M Buy
26,116
+81
+0.3% +$8.46K 0.54% 50
2023
Q4 		$2.35M Sell
26,035
-1,454
-5% -$128K 0.45% 62
2023
Q3 		$2.23M Sell
27,489
-2,305
-8% -$197K 0.47% 62
2023
Q2 		$2.66M Sell
29,794
-560
-2% -$53K 0.53% 56
2023
Q1 		$3.04M Sell
30,354
-517
-2% -$52.1K 0.64% 45
2022
Q4 		$2.68M Sell
30,871
-2,993
-9% -$286K 0.61% 49
2022
Q3 		$3.19M Buy
33,864
+1,132
+3% +$121K 0.8% 36
2022
Q2 		$3.09M Sell
32,732
-6,375
-16% -$708K 0.75% 40
2022
Q1 		$5.36M Buy
39,107
+392
+1% +$56.7K 1.13% 25
2021
Q4 		$6M Buy
38,715
+1,846
+5% +$298K 1.23% 22
2021
Q3 		$6.24M Sell
36,869
-527
-1% -$93.9K 1.38% 18
2021
Q2 		$6.57M Buy
37,396
+2,406
+7% +$433K 1.42% 19
2021
Q1 		$6.46M Sell
34,990
-49
-0.1% -$9.04K 1.56% 17
2020
Q4 		$6.35M Buy
35,039
+1,185
+4% +$170K 1.65% 16
2020
Q3 		$4.2M Sell
33,854
-418
-1% -$52.2K 1.25% 23
2020
Q2 		$3.82M Sell
34,272
-1,346
-4% -$149K 1.26% 23
2020
Q1 		$3.44M Buy
35,618
+920
+3% +$116K 1.29% 19
2019
Q4 		$5.02M Buy
34,698
+105
+0.3% +$14.7K 1.58% 16
2019
Q3 		$4.51M Buy
34,593
+144
+0.4% +$19.9K 1.54% 18
2019
Q2 		$4.81M Sell
34,449
-414
-1% -$54.9K 1.69% 14
2019
Q1 		$3.87M Sell
34,863
-354
-1% -$39.6K 1.42% 17
2018
Q4 		$3.86M Buy
+35,217
New +$4M 1.55% 16

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DIS Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Walt Disney (DIS) stake by 2.3% in Q2 2026, buying an estimated $52.7K and bringing the position to 22,784 shares worth $2.19M. The position accounts for 0.21% of the portfolio, ranked #81.

Laurel Wealth Advisors (North Carolina) first reported a position in DIS in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.57M in Q2 2021. 551 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 22,784 shares of Walt Disney worth $2.19M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 517 Walt Disney shares in Q2 2026, an estimated $52.7K.
  • Walt Disney made up 0.21% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #81 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Walt Disney in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Walt Disney position peaked at $6.57M in Q2 2021.
  • 551 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.