LRIA
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Leonard Rickey Investment Advisors’s Walt Disney DIS Stock Holding History

Leonard Rickey Investment Advisors’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 		$309K Buy
3,211
+76
+2% +$7.75K 0.05% 98
2026
Q1 		$302K Sell
3,135
-66
-2% -$6.98K 0.05% 93
2025
Q4 		$364K Sell
3,201
-123
-4% -$13.5K 0.07% 86
2025
Q3 		$381K Buy
3,324
+182
+6% +$21.4K 0.07% 81
2025
Q2 		$390K Buy
3,142
+19
+0.6% +$1.97K 0.08% 72
2025
Q1 		$264K Buy
3,123
+180
+6% +$19.3K 0.06% 87
2024
Q4 		$328K Buy
2,943
+257
+10% +$27K 0.08% 76
2024
Q3 		$258K Sell
2,686
-314
-10% -$28.9K 0.06% 94
2024
Q2 		$298K Buy
3,000
+448
+18% +$48.2K 0.07% 79
2024
Q1 		$312K Buy
2,552
+128
+5% +$13.4K 0.08% 66
2023
Q4 		$219K Buy
+2,424
New +$214K 0.06% 77
2023
Q2 		– Sell
-2,099
Closed -$210K – 71
2023
Q1 		$210K Buy
+2,099
New +$212K 0.08% 65

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

Leonard Rickey Investment Advisors's DIS Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Walt Disney (DIS) stake by 2.4% in Q2 2026, buying an estimated $7.75K and bringing the position to 3,211 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #98.

Leonard Rickey Investment Advisors first reported a position in DIS in Q1 2023 and has held it in 12 quarters since. The position peaked at $390K in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Leonard Rickey Investment Advisors held 3,211 shares of Walt Disney worth $309K as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 76 Walt Disney shares in Q2 2026, an estimated $7.75K.
  • Walt Disney made up 0.05% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • Leonard Rickey Investment Advisors first reported a position in Walt Disney in Q1 2023 and has held it in 12 quarters since.
  • Leonard Rickey Investment Advisors's Walt Disney position peaked at $390K in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.