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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Trust's DIS Position: Q1 2026 in Review

Legacy Trust increased its Walt Disney (DIS) stake by 2.8% in Q1 2026, buying an estimated $88.9K and bringing the position to 31,103 shares worth $3M. The position accounts for 0.57% of the portfolio, ranked #46.

Legacy Trust first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.93M in Q4 2024. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Legacy Trust held 31,103 shares of Walt Disney worth $3M as of Q1 2026.
Legacy Trust bought 841 Walt Disney shares in Q1 2026, an estimated $88.9K.
Walt Disney made up 0.57% of Legacy Trust's portfolio in Q1 2026, its #46 holding.
Legacy Trust first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Legacy Trust's Walt Disney position peaked at $3.93M in Q4 2024.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.