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Legacy Capital Wealth Partners’s Walt Disney DIS Stock Holding History

Legacy Capital Wealth Partners’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 		$344K Sell
3,571
-1,816
-34% -$185K 0.07% 272
2026
Q1 		$519K Sell
5,387
-971
-15% -$103K 0.11% 201
2025
Q4 		$723K Sell
6,358
-316
-5% -$34.8K 0.16% 142
2025
Q3 		$764K Sell
6,674
-92
-1% -$10.8K 0.17% 130
2025
Q2 		$839K Sell
6,766
-115
-2% -$11.9K 0.19% 107
2025
Q1 		$679K Sell
6,881
-1,110
-14% -$119K 0.17% 129
2024
Q4 		$890K Sell
7,991
-860
-10% -$90.3K 0.22% 90
2024
Q3 		$851K Sell
8,851
-27
-0.3% -$2.48K 0.17% 120
2024
Q2 		$881K Buy
+8,878
New +$956K 0.22% 85
2024
Q1 		– Sell
-7,239
Closed -$654K – 170
2023
Q4 		$654K Sell
7,239
-2,879
-28% -$254K 0.19% 117
2023
Q3 		$820K Buy
+10,118
New +$864K 0.23% 92
2023
Q2 		– Sell
-7,678
Closed -$769K – 91
2023
Q1 		$769K Buy
+7,678
New +$774K 0.21% 101

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Wealth Partners's DIS Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Walt Disney (DIS) stake by 34% in Q2 2026, selling an estimated $185K and leaving 3,571 shares worth $344K. The position accounts for 0.07% of the portfolio, ranked #272.

Legacy Capital Wealth Partners first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $890K in Q4 2024. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Capital Wealth Partners held 3,571 shares of Walt Disney worth $344K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 1,816 Walt Disney shares in Q2 2026, an estimated $185K.
  • Walt Disney made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #272 holding.
  • Legacy Capital Wealth Partners first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
  • Legacy Capital Wealth Partners's Walt Disney position peaked at $890K in Q4 2024.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.