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Legacy Trust’s Walt Disney DIS Stock Holding History

Legacy Trust’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
Q3 		$3.74M Buy
33,712
+1,696
+5% +$174K 0.63% 41
2026
Q2 		$3.08M Buy
32,016
+913
+3% +$93.1K 0.54% 45
2026
Q1 		$3M Buy
31,103
+841
+3% +$88.9K 0.57% 46
2025
Q4 		$3.44M Buy
30,262
+1,058
+4% +$117K 0.64% 44
2025
Q3 		$3.34M Buy
29,204
+2,655
+10% +$313K 0.66% 38
2025
Q2 		$3.29M Sell
26,549
-9,093
-26% -$945K 0.81% 36
2025
Q1 		$3.52M Buy
35,642
+357
+1% +$38.4K 0.85% 37
2024
Q4 		$3.93M Buy
35,285
+2,858
+9% +$300K 0.91% 36
2024
Q3 		$3.12M Sell
32,427
-1,549
-5% -$143K 0.72% 48
2024
Q2 		$3.37M Buy
33,976
+6,038
+22% +$650K 0.84% 41
2024
Q1 		$3.42M Buy
27,938
+350
+1% +$36.6K 0.85% 41
2023
Q4 		$2.49M Buy
27,588
+3,740
+16% +$330K 0.65% 50
2023
Q3 		$1.93M Buy
23,848
+501
+2% +$42.8K 0.56% 56
2023
Q2 		$2.08M Buy
23,347
+1,333
+6% +$126K 0.57% 57
2023
Q1 		$2.2M Buy
22,014
+2,237
+11% +$226K 0.66% 52
2022
Q4 		$1.72M Buy
+19,777
New +$1.89M 0.53% 58

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Legacy Trust's DIS Position: Q3 2026 in Review

Legacy Trust increased its Walt Disney (DIS) stake by 5.3% in Q3 2026, buying an estimated $174K and bringing the position to 33,712 shares worth $3.74M. The position accounts for 0.63% of the portfolio, ranked #41.

Legacy Trust first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.93M in Q4 2024. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Legacy Trust held 33,712 shares of Walt Disney worth $3.74M as of Q3 2026.
  • Legacy Trust bought 1,696 Walt Disney shares in Q3 2026, an estimated $174K.
  • Walt Disney made up 0.63% of Legacy Trust's portfolio in Q3 2026, its #41 holding.
  • Legacy Trust first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
  • Legacy Trust's Walt Disney position peaked at $3.93M in Q4 2024.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.