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
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% +$3.85K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

William B. Walkup & Associates's DIS Position: Q2 2026 in Review

William B. Walkup & Associates increased its Walt Disney (DIS) stake by 11% in Q2 2026, buying an estimated $3.57K and bringing the position to 355 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #111.

William B. Walkup & Associates first reported a position in DIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $40.4K in Q4 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • William B. Walkup & Associates held 355 shares of Walt Disney worth $34.2K as of Q2 2026.
  • William B. Walkup & Associates bought 35 Walt Disney shares in Q2 2026, an estimated $3.57K.
  • Walt Disney made up 0.02% of William B. Walkup & Associates's portfolio in Q2 2026, its #111 holding.
  • William B. Walkup & Associates first reported a position in Walt Disney in Q2 2024 and has held it in 9 quarters since.
  • William B. Walkup & Associates's Walt Disney position peaked at $40.4K in Q4 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.