LI
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LMCG Investments’s Walt Disney DIS Stock Holding History

LMCG Investments’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 		$10.8M Buy
112,682
+1,211
+1% +$123K 0.58% 63
2026
Q1 		$10.7M Sell
111,471
-21,212
-16% -$2.24M 0.64% 57
2025
Q4 		$15.1M Sell
132,683
-5,202
-4% -$573K 0.86% 32
2025
Q3 		$15.8M Sell
137,885
-366
-0.3% -$43.1K 0.93% 30
2025
Q2 		$17.1M Sell
138,251
-8,742
-6% -$908K 1.07% 23
2025
Q1 		$14.5M Sell
146,993
-7,431
-5% -$799K 0.96% 23
2024
Q4 		$17.2M Buy
154,424
+7,071
+5% +$743K 1.05% 23
2024
Q3 		$14.2M Buy
147,353
+23,116
+19% +$2.13M 0.85% 31
2024
Q2 		$12.3M Buy
124,237
+29,064
+31% +$3.13M 0.72% 44
2024
Q1 		$11.6M Buy
95,173
+20,775
+28% +$2.17M 0.69% 48
2023
Q4 		$6.72M Sell
74,398
-9,426
-11% -$831K 0.42% 83
2023
Q3 		$6.79M Buy
83,824
+7,038
+9% +$601K 0.46% 79
2023
Q2 		$6.86M Sell
76,786
-2,377
-3% -$225K 0.44% 81
2023
Q1 		$7.93M Buy
79,163
+3,804
+5% +$384K 0.53% 73
2022
Q4 		$6.55M Sell
75,359
-880
-1% -$84.2K 0.46% 74
2022
Q3 		$7.19M Buy
76,239
+3,276
+4% +$351K 0.53% 58
2022
Q2 		$6.89M Buy
72,963
+9,390
+15% +$1.04M 0.47% 68
2022
Q1 		$8.72M Buy
+63,573
New +$9.19M 0.51% 65
2015
Q3 		$18.9M Buy
184,958
+12,845
+7% +$1.4M 0.41% 69
2015
Q2 		$19.6M Sell
172,113
-13,742
-7% -$1.51M 0.42% 64
2015
Q1 		$19.5M Sell
185,855
-18,252
-9% -$1.84M 0.41% 57
2014
Q4 		$19.2M Sell
204,107
-4,379
-2% -$395K 0.42% 63
2014
Q3 		$18.6M Sell
208,486
-2,781
-1% -$245K 0.42% 65
2014
Q2 		$18.1M Sell
211,267
-19,347
-8% -$1.58M 0.39% 73
2014
Q1 		$18.5M Sell
230,614
-19,865
-8% -$1.54M 0.41% 72
2013
Q4 		$19.1M Sell
250,479
-13,168
-5% -$912K 0.41% 79
2013
Q3 		$17M Sell
263,647
-23,962
-8% -$1.54M 0.41% 81
2013
Q2 		$18.2M Buy
+287,609
New +$18.2M 0.48% 69

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

LMCG Investments's DIS Position: Q2 2026 in Review

LMCG Investments increased its Walt Disney (DIS) stake by 1.1% in Q2 2026, buying an estimated $123K and bringing the position to 112,682 shares worth $10.8M. The position accounts for 0.58% of the portfolio, ranked #63.

LMCG Investments first reported a position in DIS in Q2 2013 and has held it in 28 quarters since. The position peaked at $19.6M in Q2 2015. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LMCG Investments held 112,682 shares of Walt Disney worth $10.8M as of Q2 2026.
  • LMCG Investments bought 1,211 Walt Disney shares in Q2 2026, an estimated $123K.
  • Walt Disney made up 0.58% of LMCG Investments's portfolio in Q2 2026, its #63 holding.
  • LMCG Investments first reported a position in Walt Disney in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Walt Disney position peaked at $19.6M in Q2 2015.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.