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Legacy Capital Group California’s Walt Disney DIS Stock Holding History

Legacy Capital Group California’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 		$1.21M Sell
12,597
-10,752
-46% -$1.14M 0.46% 44
2025
Q4 		$2.66M Sell
23,349
-2,864
-11% -$315K 0.64% 26
2025
Q3 		$3M Buy
26,213
+2,801
+12% +$330K 0.76% 21
2025
Q2 		$2.9M Sell
23,412
-337
-1% -$35K 0.8% 20
2025
Q1 		$2.34M Buy
23,749
+7,465
+46% +$802K 0.82% 17
2024
Q4 		$1.81M Buy
16,284
+710
+5% +$74.6K 0.55% 31
2024
Q3 		$1.5M Buy
15,574
+1,048
+7% +$96.4K 0.5% 40
2024
Q2 		$1.44M Buy
14,526
+2,515
+21% +$271K 0.52% 42
2024
Q1 		$1.47M Buy
12,011
+49
+0.4% +$5.12K 0.54% 41
2023
Q4 		$1.08M Buy
11,962
+686
+6% +$60.5K 0.42% 53
2023
Q3 		$914K Buy
11,276
+842
+8% +$71.9K 0.39% 68
2023
Q2 		$932K Buy
10,434
+3,101
+42% +$294K 0.38% 67
2023
Q1 		$734K Buy
+7,333
New +$739K 0.36% 83

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 Capital Group California's DIS Position: Q1 2026 in Review

Legacy Capital Group California reduced its Walt Disney (DIS) stake by 46% in Q1 2026, selling an estimated $1.14M and leaving 12,597 shares worth $1.21M. The position accounts for 0.46% of the portfolio, ranked #44.

Legacy Capital Group California first reported a position in DIS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3M in Q3 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Legacy Capital Group California held 12,597 shares of Walt Disney worth $1.21M as of Q1 2026.
  • Legacy Capital Group California sold 10,752 Walt Disney shares in Q1 2026, an estimated $1.14M.
  • Walt Disney made up 0.46% of Legacy Capital Group California's portfolio in Q1 2026, its #44 holding.
  • Legacy Capital Group California first reported a position in Walt Disney in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Walt Disney position peaked at $3M in Q3 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.