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Limestone Investment Advisors’s Walt Disney DIS Stock Holding History

Limestone 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 		$2.34M Sell
24,273
-8,650
-26% -$882K 0.17% 110
2026
Q1 		$3.17M Buy
32,923
+21,800
+196% +$2.3M 0.25% 67
2025
Q4 		$1.27M Sell
11,123
-17,033
-60% -$1.88M 0.12% 131
2025
Q3 		$3.22M Buy
+28,156
New +$3.32M 0.26% 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

Limestone Investment Advisors's DIS Position: Q2 2026 in Review

Limestone Investment Advisors reduced its Walt Disney (DIS) stake by 26% in Q2 2026, selling an estimated $882K and leaving 24,273 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #110.

Limestone Investment Advisors first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.22M in Q3 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Limestone Investment Advisors held 24,273 shares of Walt Disney worth $2.34M as of Q2 2026.
  • Limestone Investment Advisors sold 8,650 Walt Disney shares in Q2 2026, an estimated $882K.
  • Walt Disney made up 0.17% of Limestone Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Limestone Investment Advisors first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • Limestone Investment Advisors's Walt Disney position peaked at $3.22M in Q3 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.