LT
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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
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

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 Trust's DIS Position: Q2 2026 in Review

Legacy Trust increased its Walt Disney (DIS) stake by 2.9% in Q2 2026, buying an estimated $93.1K and bringing the position to 32,016 shares worth $3.08M. The position accounts for 0.54% of the portfolio, ranked #45.

Legacy Trust first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.93M in Q4 2024. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Legacy Trust held 32,016 shares of Walt Disney worth $3.08M as of Q2 2026.
  • Legacy Trust bought 913 Walt Disney shares in Q2 2026, an estimated $93.1K.
  • Walt Disney made up 0.54% of Legacy Trust's portfolio in Q2 2026, its #45 holding.
  • Legacy Trust first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's Walt Disney position peaked at $3.93M in Q4 2024.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.