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Samalin Investment Counsel’s Walt Disney DIS Stock Holding History

Samalin Investment Counsel’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
-2,098
Closed -$202K – 341
2026
Q1 		$202K Sell
2,098
-138
-6% -$14.6K 0.07% 292
2025
Q4 		$254K Sell
2,236
-70
-3% -$7.71K 0.09% 260
2025
Q3 		$264K Sell
2,306
-3
-0.1% -$353 0.09% 270
2025
Q2 		$286K Sell
2,309
-1,938
-46% -$201K 0.11% 255
2025
Q1 		$419K Sell
4,247
-264
-6% -$28.4K 0.17% 185
2024
Q4 		$502K Sell
4,511
-1,005
-18% -$106K 0.22% 148
2024
Q3 		$531K Sell
5,516
-3,667
-40% -$337K 0.23% 142
2024
Q2 		$912K Sell
9,183
-398
-4% -$42.8K 0.43% 59
2024
Q1 		$1.17M Sell
9,581
-286
-3% -$29.9K 0.56% 41
2023
Q4 		$891K Buy
9,867
+229
+2% +$20.2K 0.45% 59
2023
Q3 		$781K Buy
9,638
+621
+7% +$53K 0.45% 63
2023
Q2 		$805K Sell
9,017
-951
-10% -$90.1K 0.44% 62
2023
Q1 		$998K Sell
9,968
-274
-3% -$27.6K 0.6% 44
2022
Q4 		$890K Sell
10,242
-1,207
-11% -$115K 0.56% 50
2022
Q3 		$1.08M Buy
11,449
+4,694
+69% +$502K 0.79% 35
2022
Q2 		$638K Sell
6,755
-1,241
-16% -$138K 0.45% 63
2022
Q1 		$1.1M Sell
7,996
-1,797
-18% -$260K 0.67% 36
2021
Q4 		$1.52M Buy
9,793
+3,183
+48% +$514K 0.91% 20
2021
Q3 		$1.12M Buy
6,610
+127
+2% +$22.6K 0.73% 30
2021
Q2 		$1.14M Sell
6,483
-352
-5% -$63.3K 0.74% 28
2021
Q1 		$1.26M Sell
6,835
-445
-6% -$82.1K 0.85% 25
2020
Q4 		$1.32M Sell
7,280
-396
-5% -$56.8K 0.99% 20
2020
Q3 		$952K Buy
7,676
+224
+3% +$28K 0.85% 26
2020
Q2 		$831K Sell
7,452
-1,887
-20% -$208K 0.87% 25
2020
Q1 		$902K Buy
9,339
+2,985
+47% +$377K 1.21% 20
2019
Q4 		$919K Buy
+6,354
New +$887K 0.77% 27

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
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
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
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Samalin Investment Counsel's DIS Position: Q2 2026 in Review

Samalin Investment Counsel sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,098 shares — an estimated $202K sold.

Samalin Investment Counsel first reported a position in DIS in Q4 2019 and held it in 26 quarters. The position peaked at $1.52M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Samalin Investment Counsel reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,098 Walt Disney shares in Q2 2026, an estimated $202K.
  • Samalin Investment Counsel first reported a position in Walt Disney in Q4 2019 and held it in 26 quarters.
  • Samalin Investment Counsel's Walt Disney position peaked at $1.52M in Q4 2021.
  • 1,216 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.