LI
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LRI Investments’s Walt Disney DIS Stock Holding History

LRI 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 		$368K Sell
3,827
-409
-10% -$41.7K 0.03% 224
2026
Q1 		$408K Buy
4,236
+1,301
+44% +$138K 0.04% 201
2025
Q4 		$334K Sell
2,935
-266
-8% -$29.3K 0.03% 215
2025
Q3 		$367K Sell
3,201
-128
-4% -$15.1K 0.03% 212
2025
Q2 		$413K Buy
3,329
+227
+7% +$23.6K 0.04% 187
2025
Q1 		$306K Sell
3,102
-488
-14% -$52.4K 0.03% 211
2024
Q4 		$400K Sell
3,590
-252
-7% -$26.5K 0.04% 166
2024
Q3 		$419K Sell
3,842
-833
-18% -$76.6K 0.04% 170
2024
Q2 		$464K Buy
4,675
+1,527
+49% +$164K 0.05% 121
2024
Q1 		$385K Buy
+3,148
New +$329K 0.1% 88

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LRI Investments's DIS Position: Q2 2026 in Review

LRI Investments reduced its Walt Disney (DIS) stake by 9.7% in Q2 2026, selling an estimated $41.7K and leaving 3,827 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #224.

LRI Investments first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $464K in Q2 2024. 1,336 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LRI Investments held 3,827 shares of Walt Disney worth $368K as of Q2 2026.
  • LRI Investments sold 409 Walt Disney shares in Q2 2026, an estimated $41.7K.
  • Walt Disney made up 0.03% of LRI Investments's portfolio in Q2 2026, its #224 holding.
  • LRI Investments first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Walt Disney position peaked at $464K in Q2 2024.
  • 1,336 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.