Lewis Asset Management’s Walt Disney DIS Stock Holding History

Lewis Asset Management’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	–	Sell	-2,210	Closed	-$213K	–	222
2026 Q1	$213K	Sell	2,210 -217	-9%	-$22.9K	0.09%	187
2025 Q4	$276K	Hold	2,427	–	–	0.11%	154
2025 Q3	$278K	Sell	2,427 -97	-4%	-$11.4K	0.11%	157
2025 Q2	$313K	Buy	+2,524	New	+$262K	0.15%	140
2025 Q1	–	Sell	-2,151	Closed	-$240K	–	131
2024 Q4	$240K	Sell	2,151 -3,081	-59%	-$324K	0.18%	114
2024 Q3	$503K	Sell	5,232 -2,014	-28%	-$185K	0.37%	68
2024 Q2	$719K	Sell	7,246 -64	-0.9%	-$6.89K	0.55%	40
2024 Q1	$895K	Sell	7,310 -165	-2%	-$17.2K	0.74%	32
2023 Q4	$675K	Buy	+7,475	New	+$659K	0.62%	38

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Lewis Asset Management's DIS Position: Q2 2026 in Review

Lewis Asset Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,210 shares — an estimated $213K sold.

Lewis Asset Management first reported a position in DIS in Q4 2023 and held it in 9 quarters. The position peaked at $895K in Q1 2024. 1,348 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Lewis Asset Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
Lewis Asset Management sold 2,210 Walt Disney shares in Q2 2026, an estimated $213K.
Lewis Asset Management first reported a position in Walt Disney in Q4 2023 and held it in 9 quarters.
Lewis Asset Management's Walt Disney position peaked at $895K in Q1 2024.
1,348 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.