MB, Levis & Associates’s Walt Disney DIS Stock Holding History

MB, Levis & 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 Q3	$12.3K	Sell	117 -25	-18%	-$2.56K	﹤0.01%	156
2026 Q2	$13.7K	Hold	142	–	–	0.01%	157
2026 Q1	$13.7K	Hold	142	–	–	0.01%	155
2025 Q4	$16.1K	Hold	142	–	–	0.01%	149
2025 Q3	$16.2K	Sell	142 -110	-44%	-$13K	0.01%	148
2025 Q2	$31.2K	Hold	252	–	–	0.01%	148
2025 Q1	$24.9K	Buy	252 +1	+0.4%	+$107	0.01%	153
2024 Q4	$28K	Hold	251	–	–	0.01%	146
2024 Q3	$24.2K	Sell	251 -43	-15%	-$3.96K	0.01%	151
2024 Q2	$29.2K	Hold	294	–	–	0.02%	140
2024 Q1	$36K	Buy	294 +60	+26%	+$6.27K	0.02%	130
2023 Q4	$21.1K	Hold	234	–	–	0.01%	152
2023 Q3	$19K	Hold	234	–	–	0.01%	161
2023 Q2	$20.9K	Hold	234	–	–	0.01%	155
2023 Q1	$23.4K	Buy	234 +109	+87%	+$11K	0.02%	152
2022 Q4	$10.9K	Buy	+125	New	+$12K	0.01%	176

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MB, Levis & Associates's DIS Position: Q3 2026 in Review

MB, Levis & Associates reduced its Walt Disney (DIS) stake by 18% in Q3 2026, selling an estimated $2.56K and leaving 117 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

MB, Levis & Associates first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $36K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

MB, Levis & Associates held 117 shares of Walt Disney worth $12.3K as of Q3 2026.
MB, Levis & Associates sold 25 Walt Disney shares in Q3 2026, an estimated $2.56K.
Walt Disney made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #156 holding.
MB, Levis & Associates first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Walt Disney position peaked at $36K in Q1 2024.
1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.