LCM
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Logan Capital Management’s Walt Disney DIS Stock Holding History

Logan Capital 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
-39,130
Closed -$3.77M – 509
2026
Q1 		$3.77M Buy
+39,130
New +$4.14M 0.16% 138

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

Logan Capital Management's DIS Position: Q2 2026 in Review

Logan Capital Management opened a new position in Walt Disney (DIS) in Q2 2026: 39,130 shares worth $3.77M. The stake represents 0.14% of the portfolio and ranks #138 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in DIS as recently as Q4 2025.

Logan Capital Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.19M in Q4 2019. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Logan Capital Management held 39,130 shares of Walt Disney worth $3.77M as of Q2 2026.
  • Walt Disney was a new Logan Capital Management position in Q2 2026.
  • Walt Disney made up 0.14% of Logan Capital Management's portfolio in Q2 2026, its #138 holding.
  • Logan Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Walt Disney position peaked at $9.19M in Q4 2019.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.