LB
DIS icon

Legacy Bridge’s Walt Disney DIS Stock Holding History

Legacy Bridge’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
Q1 		– Sell
-31
Closed -$3.53K – 368
2025
Q4 		$3.53K Buy
31
+27
+675% +$2.97K ﹤0.01% 383
2025
Q3 		$458 Hold
4
– – ﹤0.01% 308
2025
Q2 		$497 Buy
+4
New +$416 ﹤0.01% 292
2024
Q1 		– Sell
-5,423
Closed -$490K – 319
2023
Q4 		$490K Sell
5,423
-923
-15% -$81.4K 0.32% 97
2023
Q3 		$514K Sell
6,346
-250
-4% -$21.4K 0.37% 95
2023
Q2 		$589K Sell
6,596
-500
-7% -$47.4K 0.39% 91
2023
Q1 		$711K Hold
7,096
– – 0.5% 86
2022
Q4 		$617K Hold
7,096
– – 0.44% 86
2022
Q3 		$669K Hold
7,096
– – 0.53% 79
2022
Q2 		$670K Hold
7,096
– – 0.49% 82
2022
Q1 		$973K Hold
7,096
– – 0.57% 78
2021
Q4 		$1.1M Sell
7,096
-25
-0.4% -$4.04K 0.57% 77
2021
Q3 		$1.21M Buy
7,121
+75
+1% +$13.4K 0.69% 59
2021
Q2 		$1.24M Sell
7,046
-100
-1% -$18K 0.7% 56
2021
Q1 		$1.32M Sell
7,146
-25
-0.3% -$4.61K 0.85% 38
2020
Q4 		$1.3M Buy
7,171
+850
+13% +$122K 0.94% 29
2020
Q3 		$784K Sell
6,321
-75
-1% -$9.38K 0.72% 53
2020
Q2 		$713K Sell
6,396
-478
-7% -$52.8K 0.78% 43
2020
Q1 		$664K Sell
6,874
-2,808
-29% -$355K 0.84% 35
2019
Q4 		$1.4M Sell
9,682
-3,199
-25% -$447K 1.16% 13
2019
Q3 		$1.68M Sell
12,881
-628
-5% -$86.8K 1.6% 4
2019
Q2 		$1.89M Buy
13,509
+4,545
+51% +$603K 1.82% 3
2019
Q1 		$995K Buy
8,964
+4,377
+95% +$489K 1.03% 14
2018
Q4 		$503K Buy
+4,587
New +$522K 0.62% 58

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Bridge's DIS Position: Q1 2026 in Review

Legacy Bridge sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 31 shares — an estimated $3.53K sold.

Legacy Bridge first reported a position in DIS in Q4 2018 and held it in 24 quarters. The position peaked at $1.89M in Q2 2019. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Legacy Bridge reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 31 Walt Disney shares in Q1 2026, an estimated $3.53K.
  • Legacy Bridge first reported a position in Walt Disney in Q4 2018 and held it in 24 quarters.
  • Legacy Bridge's Walt Disney position peaked at $1.89M in Q2 2019.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.