Longfellow Investment Management’s Walt Disney DIS Stock Holding History

Longfellow Investment 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	$6.41M	Buy	66,639 +4,510	+7%	+$460K	1.31%	19
2026 Q1	$5.99M	Buy	62,129 +37,129	+149%	+$3.92M	1.25%	18
2025 Q4	$2.84M	Hold	25,000	–	–	0.64%	20
2025 Q3	$2.86M	Sell	25,000 -38	-0.2%	-$4.48K	0.68%	25
2025 Q2	$3.1M	Hold	25,038	–	–	0.77%	16
2025 Q1	$2.47M	Hold	25,038	–	–	0.6%	22
2024 Q4	$2.79M	Hold	25,038	–	–	0.72%	19
2024 Q3	$2.41M	Hold	25,038	–	–	0.6%	21
2024 Q2	$2.49M	Sell	25,038 -42	-0.2%	-$4.52K	0.62%	20
2024 Q1	$3.07M	Hold	25,080	–	–	0.69%	17
2023 Q4	$2.26M	Hold	25,080	–	–	0.56%	21
2023 Q3	$2.03M	Hold	25,080	–	–	0.54%	25
2023 Q2	$2.24M	Buy	25,080 +25,000	+31,250%	+$2.37M	0.51%	24
2023 Q1	$8.01K	Hold	80	–	–	﹤0.01%	180
2022 Q4	$6.95K	Buy	80 +30	+60%	+$2.87K	﹤0.01%	195
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	253
2022 Q2	$5K	Buy	50 +10	+25%	+$1.11K	﹤0.01%	267
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	294
2021 Q4	$7K	Buy	40 +15	+60%	+$2.42K	﹤0.01%	303
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	334
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	349
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	410
2020 Q4	$5K	Buy	+25	New	+$3.59K	﹤0.01%	432

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Longfellow Investment Management's DIS Position: Q2 2026 in Review

Longfellow Investment Management increased its Walt Disney (DIS) stake by 7.3% in Q2 2026, buying an estimated $460K and bringing the position to 66,639 shares worth $6.41M. The position accounts for 1.31% of the portfolio, ranked #19.

Longfellow Investment Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Longfellow Investment Management held 66,639 shares of Walt Disney worth $6.41M as of Q2 2026.
Longfellow Investment Management bought 4,510 Walt Disney shares in Q2 2026, an estimated $460K.
Walt Disney made up 1.31% of Longfellow Investment Management's portfolio in Q2 2026, its #19 holding.
Longfellow Investment Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.