WBWA
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William B. Walkup & Associates’s Walt Disney DIS Stock Holding History

William B. Walkup & 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 		$37.2K Hold
355
– – 0.02% 108
2026
Q2 		$34.2K Buy
355
+35
+11% +$3.57K 0.02% 111
2026
Q1 		$31.6K Sell
320
-35
-10% -$3.7K 0.02% 108
2025
Q4 		$40.4K Buy
355
+35
+11% +$3.86K 0.02% 107
2025
Q3 		$36.6K Hold
320
– – 0.02% 107
2025
Q2 		$39.7K Hold
320
– – 0.02% 105
2025
Q1 		$31.6K Sell
320
-1
-0.3% -$107 0.02% 107
2024
Q4 		$35.7K Hold
321
– – 0.02% 106
2024
Q3 		$30.9K Hold
321
– – 0.02% 107
2024
Q2 		$31.9K Buy
+321
New +$34.6K 0.02% 106

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

William B. Walkup & Associates's DIS Position: Q3 2026 in Review

William B. Walkup & Associates held its Walt Disney (DIS) position steady in Q3 2026 at 355 shares worth $37.2K. The position accounts for 0.02% of the portfolio, ranked #108.

William B. Walkup & Associates first reported a position in DIS in Q2 2024 and has held it in 10 quarters since. The position peaked at $40.4K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • William B. Walkup & Associates held 355 shares of Walt Disney worth $37.2K as of Q3 2026.
  • William B. Walkup & Associates left its Walt Disney share count unchanged in Q3 2026.
  • Walt Disney made up 0.02% of William B. Walkup & Associates's portfolio in Q3 2026, its #108 holding.
  • William B. Walkup & Associates first reported a position in Walt Disney in Q2 2024 and has held it in 10 quarters since.
  • William B. Walkup & Associates's Walt Disney position peaked at $40.4K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.