Position in DIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,502
-$4,594 QoQ
Shares Held
26
-55.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,894
of 2,920 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIS Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Lummis Asset Management, LP holds $26,778 across 2 Entertainment names. DIS ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFLX |
Netflix Inc
|
340 | $24,276 | |
| 2 | DIS |
Walt Disney Co
This page
|
26 | $2,502 |
All Filings in DIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,502 | 26 | Shares | Sole | 2026-08-03 | |
| 2024-03-31 | $7,096 | 58 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $5,236 | 58 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||