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Westbourne Investment Advisors’s Walt Disney DIS Stock Holding History

Westbourne Investment Advisors’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
-2,495
Closed -$240K – 122
2026
Q1 		$240K Sell
2,495
-50
-2% -$5.28K 0.07% 106
2025
Q4 		$290K Buy
2,545
+495
+24% +$54.5K 0.08% 95
2025
Q3 		$235K Hold
2,050
– – 0.07% 103
2025
Q2 		$254K Sell
2,050
-75
-4% -$7.79K 0.08% 96
2025
Q1 		$210K Sell
2,125
-1,164
-35% -$125K 0.07% 81
2024
Q4 		$366K Sell
3,289
-1,067
-24% -$112K 0.13% 66
2024
Q3 		$419K Sell
4,356
-235
-5% -$21.6K 0.15% 67
2024
Q2 		$456K Hold
4,591
– – 0.17% 67
2024
Q1 		$562K Sell
4,591
-1,065
-19% -$111K 0.21% 62
2023
Q4 		$511K Sell
5,656
-200
-3% -$17.6K 0.2% 64
2023
Q3 		$475K Sell
5,856
-587
-9% -$50.1K 0.22% 65
2023
Q2 		$575K Sell
6,443
-1,451
-18% -$137K 0.26% 62
2023
Q1 		$790K Sell
7,894
-24,764
-76% -$2.5M 0.38% 52
2022
Q4 		$2.84M Sell
32,658
-1,467
-4% -$140K 1.43% 25
2022
Q3 		$3.22M Buy
34,125
+286
+0.8% +$30.6K 1.71% 21
2022
Q2 		$3.19M Buy
33,839
+1,458
+5% +$162K 1.98% 19
2022
Q1 		$4.44M Buy
32,381
+3,694
+13% +$534K 1.84% 22
2021
Q4 		$4.44M Buy
28,687
+4,440
+18% +$717K 1.75% 20
2021
Q3 		$4.1M Buy
24,247
+993
+4% +$177K 1.87% 20
2021
Q2 		$4.09M Buy
23,254
+502
+2% +$90.3K 1.85% 20
2021
Q1 		$4.2M Sell
22,752
-46
-0.2% -$8.48K 2.09% 18
2020
Q4 		$4.13M Buy
22,798
+4,735
+26% +$680K 2.41% 15
2020
Q3 		$2.24M Buy
18,063
+6,090
+51% +$761K 2.57% 12
2020
Q2 		$1.33M Buy
11,973
+438
+4% +$48.4K 1.65% 16
2020
Q1 		$1.11M Buy
11,535
+85
+0.7% +$10.7K 1.03% 25
2019
Q4 		$1.66M Sell
11,450
-800
-7% -$112K 1.13% 25
2019
Q3 		$1.6M Buy
12,250
+385
+3% +$53.2K 1.19% 25
2019
Q2 		$1.66M Sell
11,865
-470
-4% -$62.3K 1.34% 24
2019
Q1 		$1.37M Buy
12,335
+990
+9% +$111K 1.05% 27
2018
Q4 		$1.24M Sell
11,345
-1,000
-8% -$114K 1.07% 27
2018
Q3 		$1.44M Sell
12,345
-3,040
-20% -$338K 1.05% 26
2018
Q2 		$1.61M Sell
15,385
-510
-3% -$52.2K 1.39% 21
2018
Q1 		$1.6M Sell
15,895
-1,235
-7% -$131K 1.28% 22
2017
Q4 		$1.84M Sell
17,130
-1,898
-10% -$196K 1.4% 20
2017
Q3 		$1.88M Sell
19,028
-1,870
-9% -$192K 1.46% 20
2017
Q2 		$2.22M Sell
20,898
-1,145
-5% -$125K 1.81% 18
2017
Q1 		$2.5M Sell
22,043
-1,684
-7% -$185K 2.06% 14
2016
Q4 		$2.47M Buy
23,727
+110
+0.5% +$10.7K 2.16% 13
2016
Q3 		$2.19M Sell
23,617
-520
-2% -$49.8K 1.94% 13
2016
Q2 		$2.36M Buy
24,137
+3,725
+18% +$373K 2.14% 11
2016
Q1 		$2.03M Sell
20,412
-105
-0.5% -$10.1K 1.94% 14
2015
Q4 		$2.16M Sell
20,517
-1,230
-6% -$137K 2.08% 11
2015
Q3 		$2.22M Buy
21,747
+3,370
+18% +$367K 2.23% 9
2015
Q2 		$2.1M Buy
+18,377
New +$2.02M 1.91% 13

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westbourne Investment Advisors's DIS Position: Q2 2026 in Review

Westbourne Investment Advisors sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,495 shares — an estimated $240K sold.

Westbourne Investment Advisors first reported a position in DIS in Q2 2015 and held it in 44 quarters. The position peaked at $4.44M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Westbourne Investment Advisors reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investment Advisors sold 2,495 Walt Disney shares in Q2 2026, an estimated $240K.
  • Westbourne Investment Advisors first reported a position in Walt Disney in Q2 2015 and held it in 44 quarters.
  • Westbourne Investment Advisors's Walt Disney position peaked at $4.44M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

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