LWM
DIS icon

LongView Wealth Management’s Walt Disney DIS Stock Holding History

LongView Wealth 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
-2,638
Closed -$271K – 235
2026
Q1 		$271K Sell
2,638
-45
-2% -$4.76K 0.07% 208
2025
Q4 		$303K Sell
2,683
-161
-6% -$17.7K 0.07% 200
2025
Q3 		$326K Sell
2,844
-76
-3% -$8.95K 0.09% 163
2025
Q2 		$362K Sell
2,920
-4
-0.1% -$416 0.11% 149
2025
Q1 		$289K Sell
2,924
-1,094
-27% -$118K 0.09% 168
2024
Q4 		$447K Sell
4,018
-96
-2% -$10.1K 0.14% 125
2024
Q3 		$396K Sell
4,114
-121
-3% -$11.1K 0.13% 131
2024
Q2 		$420K Sell
4,235
-140
-3% -$15.1K 0.16% 115
2024
Q1 		$535K Sell
4,375
-108
-2% -$11.3K 0.21% 91
2023
Q4 		$402K Buy
+4,483
New +$395K 0.18% 113

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

LongView Wealth Management's DIS Position: Q2 2026 in Review

LongView Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,638 shares — an estimated $271K sold.

LongView Wealth Management first reported a position in DIS in Q4 2023 and held it in 10 quarters. The position peaked at $535K in Q1 2024. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LongView Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 2,638 Walt Disney shares in Q2 2026, an estimated $271K.
  • LongView Wealth Management first reported a position in Walt Disney in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's Walt Disney position peaked at $535K in Q1 2024.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.