LIS
DIS icon

Legacy Investment Solutions’s Walt Disney DIS Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$53.1K Buy
+428
New +$44.5K 0.03% 152
2024
Q4 		$49.7K Sell
448
-175
-28% -$18.4K 0.03% 121
2024
Q3 		$64K Buy
+623
New +$57.3K 0.04% 106

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Investment Solutions's DIS Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Walt Disney (DIS) in Q2 2025: 428 shares worth $53.1K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in DIS as recently as Q4 2024.

Legacy Investment Solutions first reported a position in DIS in Q3 2024 and has held it in 3 quarters since. The position peaked at $64K in Q3 2024. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Legacy Investment Solutions held 428 shares of Walt Disney worth $53.1K as of Q2 2025.
  • Walt Disney was a new Legacy Investment Solutions position in Q2 2025.
  • Walt Disney made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #152 holding.
  • Legacy Investment Solutions first reported a position in Walt Disney in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Walt Disney position peaked at $64K in Q3 2024.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.