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Leavell Investment Management’s Walt Disney DIS Stock Holding History

Leavell 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 		$2.88M Buy
29,706
+593
+2% +$60.5K 0.11% 185
2026
Q1 		$2.81M Sell
29,113
-2,781
-9% -$294K 0.12% 180
2025
Q4 		$3.65M Sell
31,894
-3,162
-9% -$348K 0.15% 151
2025
Q3 		$4.01M Sell
35,056
-4,329
-11% -$510K 0.17% 135
2025
Q2 		$4.9M Buy
39,385
+165
+0.4% +$17.1K 0.22% 109
2025
Q1 		$3.87M Sell
39,220
-1,233
-3% -$133K 0.19% 126
2024
Q4 		$4.53M Sell
40,453
-1,286
-3% -$135K 0.22% 106
2024
Q3 		$4.01M Sell
41,739
-95
-0.2% -$8.74K 0.2% 114
2024
Q2 		$4.15M Sell
41,834
-2,022
-5% -$218K 0.23% 101
2024
Q1 		$5.37M Sell
43,856
-931
-2% -$97.2K 0.31% 82
2023
Q4 		$4.06M Sell
44,787
-2,398
-5% -$211K 0.26% 103
2023
Q3 		$3.82M Sell
47,185
-3,440
-7% -$294K 0.27% 98
2023
Q2 		$4.52M Sell
50,625
-170
-0.3% -$16.1K 0.31% 82
2023
Q1 		$5.09M Sell
50,795
-5,659
-10% -$571K 0.36% 75
2022
Q4 		$4.91M Sell
56,454
-394
-0.7% -$37.7K 0.37% 79
2022
Q3 		$5.36M Sell
56,848
-700
-1% -$74.9K 0.43% 72
2022
Q2 		$5.43M Sell
57,548
-76
-0.1% -$8.44K 0.42% 74
2022
Q1 		$7.9M Sell
57,624
-1,290
-2% -$186K 0.54% 55
2021
Q4 		$9.13M Buy
58,914
+677
+1% +$109K 0.61% 48
2021
Q3 		$9.85M Sell
58,237
-2,012
-3% -$359K 0.73% 38
2021
Q2 		$11.1M Hold
60,249
– – 0.91% 26
2021
Q1 		$11.1M Sell
60,249
-250
-0.4% -$46.1K 0.91% 26
2020
Q4 		$11M Sell
60,499
-381
-0.6% -$54.7K 0.95% 26
2020
Q3 		$7.55M Sell
60,880
-154
-0.3% -$19.2K 0.66% 47
2020
Q2 		$6.81M Sell
61,034
-14
-0% -$1.55K 0.66% 44
2020
Q1 		$5.9M Sell
61,048
-197
-0.3% -$24.9K 0.68% 39
2019
Q4 		$8.91M Sell
61,245
-818
-1% -$114K 0.83% 30
2019
Q3 		$8.09M Buy
62,063
+59
+0.1% +$8.16K 0.83% 31
2019
Q2 		$8.66M Sell
62,004
-42
-0.1% -$5.57K 0.91% 27
2019
Q1 		$6.89M Buy
62,046
+408
+0.7% +$45.6K 0.77% 30
2018
Q4 		$6.81M Buy
61,638
+31
+0.1% +$3.52K 0.86% 26
2018
Q3 		$7.2M Sell
61,607
-512
-0.8% -$57K 0.78% 29
2018
Q2 		$6.51M Buy
62,119
+50
+0.1% +$5.11K 0.74% 29
2018
Q1 		$6.23M Sell
62,069
-1,758
-3% -$187K 0.73% 29
2017
Q4 		$6.86M Sell
63,827
-367
-0.6% -$37.8K 0.81% 29
2017
Q3 		$6.33M Sell
64,194
-7,623
-11% -$784K 0.78% 31
2017
Q2 		$7.63M Buy
71,817
+2,610
+4% +$286K 0.97% 20
2017
Q1 		$7.85M Buy
69,207
+3,153
+5% +$347K 1.01% 17
2016
Q4 		$6.88M Sell
66,054
-16,431
-20% -$1.6M 0.95% 20
2016
Q3 		$7.66M Sell
82,485
-17,484
-17% -$1.67M 1.13% 16
2016
Q2 		$9.78M Sell
99,969
-9,754
-9% -$975K 1.44% 11
2016
Q1 		$10.9M Sell
109,723
-3,311
-3% -$320K 1.63% 8
2015
Q4 		$11.9M Buy
113,034
+4,351
+4% +$485K 1.74% 8
2015
Q3 		$11.1M Buy
108,683
+6,552
+6% +$713K 1.76% 8
2015
Q2 		$11.7M Sell
102,131
-775
-0.8% -$85.1K 1.81% 7
2015
Q1 		$10.8M Sell
102,906
-281
-0.3% -$28.3K 1.63% 9
2014
Q4 		$9.72M Sell
103,187
-275
-0.3% -$24.8K 1.5% 9
2014
Q3 		$9.21M Hold
103,462
– – 1.46% 7
2014
Q2 		$8.87M Buy
103,462
+125
+0.1% +$10.2K 1.4% 8
2014
Q1 		$8.27M Sell
103,337
-495
-0.5% -$38.4K 1.38% 8
2013
Q4 		$7.93M Sell
103,832
-3,541
-3% -$245K 1.34% 10
2013
Q3 		$6.92M Sell
107,373
-525
-0.5% -$33.7K 1.25% 13
2013
Q2 		$6.81M Buy
+107,898
New +$6.82M 1.27% 14

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
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

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

Leavell Investment Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $60.5K and bringing the position to 29,706 shares worth $2.88M. The position accounts for 0.11% of the portfolio, ranked #185.

Leavell Investment Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.9M in Q4 2015. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Leavell Investment Management held 29,706 shares of Walt Disney worth $2.88M as of Q2 2026.
  • Leavell Investment Management bought 593 Walt Disney shares in Q2 2026, an estimated $60.5K.
  • Walt Disney made up 0.11% of Leavell Investment Management's portfolio in Q2 2026, its #185 holding.
  • Leavell Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Leavell Investment Management's Walt Disney position peaked at $11.9M in Q4 2015.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.