Midwest Trust’s Walt Disney DIS Stock Holding History

Midwest Trust’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	$12.4M	Sell	129,119 -2,851	-2%	-$291K	0.14%	140
2026 Q1	$12.7M	Sell	131,970 -1,196	-0.9%	-$126K	0.16%	135
2025 Q4	$15.2M	Sell	133,166 -2,095	-2%	-$231K	0.19%	119
2025 Q3	$15.5M	Sell	135,261 -4,627	-3%	-$545K	0.2%	119
2025 Q2	$17.3M	Buy	+139,888	New	+$14.5M	0.24%	107

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 $3.38T AUM 44.17% 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

Midwest Trust's DIS Position: Q2 2026 in Review

Midwest Trust reduced its Walt Disney (DIS) stake by 2.2% in Q2 2026, selling an estimated $291K and leaving 129,119 shares worth $12.4M. The position accounts for 0.14% of the portfolio, ranked #140.

Midwest Trust first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.3M in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Midwest Trust held 129,119 shares of Walt Disney worth $12.4M as of Q2 2026.
Midwest Trust sold 2,851 Walt Disney shares in Q2 2026, an estimated $291K.
Walt Disney made up 0.14% of Midwest Trust's portfolio in Q2 2026, its #140 holding.
Midwest Trust first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Walt Disney position peaked at $17.3M in Q2 2025.
2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.