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Lynch & Associates’s Walt Disney DIS Stock Holding History

Lynch & Associates’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 		$2.77M Sell
28,794
-1,912
-6% -$195K 0.48% 56
2026
Q1 		$2.96M Buy
30,706
+446
+1% +$47.1K 0.56% 48
2025
Q4 		$3.44M Sell
30,260
-1,383
-4% -$152K 0.65% 46
2025
Q3 		$3.62M Sell
31,643
-556
-2% -$65.5K 0.7% 45
2025
Q2 		$3.99M Hold
32,199
– – 0.8% 42
2025
Q1 		$3.18M Buy
32,199
+312
+1% +$33.5K 0.69% 45
2024
Q4 		$3.55M Sell
31,887
-566
-2% -$59.5K 0.77% 42
2024
Q3 		$3.12M Sell
32,453
-896
-3% -$82.4K 0.66% 45
2024
Q2 		$3.31M Buy
33,349
+2,027
+6% +$218K 0.75% 41
2024
Q1 		$3.83M Sell
31,322
-542
-2% -$56.6K 0.89% 36
2023
Q4 		$2.88M Buy
31,864
+1,153
+4% +$102K 0.7% 42
2023
Q3 		$2.49M Sell
30,711
-4,220
-12% -$360K 0.66% 42
2023
Q2 		$3.12M Sell
34,931
-1,731
-5% -$164K 0.8% 39
2023
Q1 		$3.67M Sell
36,662
-279
-0.8% -$28.1K 0.96% 38
2022
Q4 		$3.21M Sell
36,941
-2,645
-7% -$253K 0.84% 43
2022
Q3 		$3.73M Buy
39,586
+528
+1% +$56.5K 1.09% 33
2022
Q2 		$3.69M Sell
39,058
-1,137
-3% -$126K 1% 35
2022
Q1 		$5.51M Buy
40,195
+111
+0.3% +$16K 1.34% 25
2021
Q4 		$6.21M Sell
40,084
-406
-1% -$65.6K 1.47% 21
2021
Q3 		$6.85M Sell
40,490
-559
-1% -$99.6K 1.77% 19
2021
Q2 		$7.21M Sell
41,049
-680
-2% -$122K 1.85% 19
2021
Q1 		$7.7M Sell
41,729
-12
-0% -$2.21K 2.08% 13
2020
Q4 		$7.56M Sell
41,741
-669
-2% -$96K 2.06% 11
2020
Q3 		$5.26M Sell
42,410
-868
-2% -$108K 1.58% 19
2020
Q2 		$4.83M Sell
43,278
-701
-2% -$77.4K 1.56% 19
2020
Q1 		$4.25M Buy
43,979
+1,629
+4% +$206K 1.56% 22
2019
Q4 		$6.13M Buy
42,350
+2,620
+7% +$366K 1.76% 20
2019
Q3 		$5.18M Sell
39,730
-75
-0.2% -$10.4K 1.58% 26
2019
Q2 		$5.56M Buy
39,805
+30
+0.1% +$3.98K 1.81% 22
2019
Q1 		$4.42M Buy
39,775
+372
+0.9% +$41.6K 1.46% 28
2018
Q4 		$4.32M Buy
39,403
+215
+0.5% +$24.4K 1.61% 26
2018
Q3 		$4.58M Sell
39,188
-2,356
-6% -$262K 1.55% 27
2018
Q2 		$4.35M Buy
41,544
+828
+2% +$84.7K 1.58% 26
2018
Q1 		$4.09M Buy
40,716
+466
+1% +$49.5K 1.56% 27
2017
Q4 		$4.33M Buy
40,250
+184
+0.5% +$19K 1.62% 25
2017
Q3 		$3.95M Sell
40,066
-39
-0.1% -$4.01K 1.57% 27
2017
Q2 		$4.26M Buy
40,105
+100
+0.2% +$10.9K 1.68% 21
2017
Q1 		$4.54M Buy
40,005
+350
+0.9% +$38.5K 1.85% 16
2016
Q4 		$4.13M Buy
39,655
+1,314
+3% +$128K 1.74% 16
2016
Q3 		$3.56M Sell
38,341
-1,112
-3% -$106K 1.57% 20
2016
Q2 		$3.86M Sell
39,453
-376
-0.9% -$37.6K 1.72% 19
2016
Q1 		$3.96M Sell
39,829
-74
-0.2% -$7.14K 1.88% 15
2015
Q4 		$4.19M Sell
39,903
-185
-0.5% -$20.6K 2.15% 12
2015
Q3 		$4.1M Sell
40,088
-850
-2% -$92.6K 2.27% 12
2015
Q2 		$4.67M Sell
40,938
-1,720
-4% -$189K 2.44% 11
2015
Q1 		$4.47M Buy
42,658
+610
+1% +$61.5K 2.36% 11
2014
Q4 		$3.96M Sell
42,048
-352
-0.8% -$31.7K 2.13% 12
2014
Q3 		$3.77M Sell
42,400
-150
-0.4% -$13.2K 2.12% 13
2014
Q2 		$3.65M Sell
42,550
-300
-0.7% -$24.5K 2.08% 13
2014
Q1 		$3.43M Sell
42,850
-503
-1% -$39K 2.02% 12
2013
Q4 		$3.31M Sell
43,353
-2,220
-5% -$154K 1.98% 13
2013
Q3 		$2.94M Sell
45,573
-1,078
-2% -$69.1K 1.96% 13
2013
Q2 		$2.95M Buy
+46,651
New +$2.95M 2.04% 14

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Lynch & Associates's DIS Position: Q2 2026 in Review

Lynch & Associates reduced its Walt Disney (DIS) stake by 6.2% in Q2 2026, selling an estimated $195K and leaving 28,794 shares worth $2.77M. The position accounts for 0.48% of the portfolio, ranked #56.

Lynch & Associates first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.7M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lynch & Associates held 28,794 shares of Walt Disney worth $2.77M as of Q2 2026.
  • Lynch & Associates sold 1,912 Walt Disney shares in Q2 2026, an estimated $195K.
  • Walt Disney made up 0.48% of Lynch & Associates's portfolio in Q2 2026, its #56 holding.
  • Lynch & Associates first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Lynch & Associates's Walt Disney position peaked at $7.7M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.