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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
Q1 		$2.28M Buy
23,700
+5,000
+27% +$528K 0.18% 86
2025
Q4 		$2.13M Buy
18,700
+600
+3% +$66.1K 0.2% 87
2025
Q3 		$2.07M Sell
18,100
-14,400
-44% -$1.7M 0.16% 107
2025
Q2 		$4.03M Buy
+32,500
New +$3.38M 0.35% 63

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Limestone Investment Advisors's DIS Position: Q1 2026 in Review

Limestone Investment Advisors increased its Walt Disney (DIS) stake by 196% in Q1 2026, buying an estimated $2.3M and bringing the position to 32,923 shares worth $3.17M. The position accounts for 0.25% of the portfolio, ranked #67.

Limestone Investment Advisors first reported a position in DIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.22M in Q3 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Limestone Investment Advisors held 32,923 shares of Walt Disney worth $3.17M as of Q1 2026.
  • Limestone Investment Advisors bought 21,800 Walt Disney shares in Q1 2026, an estimated $2.3M.
  • Walt Disney made up 0.25% of Limestone Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Limestone Investment Advisors first reported a position in Walt Disney in Q3 2025 and has held it in 3 quarters since.
  • Limestone Investment Advisors's Walt Disney position peaked at $3.22M in Q3 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.