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Michael Lindsell, Nick Train

Lindsell Train

Lindsell Train Walt Disney Company stake

total: 40

Lindsell Train DIS trades

Total transactions:
53
New positions:
1
Added:
31
Reduced:
21
Held since:
2013 Q2 or earlier
Held for:
53+ quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Lindsell Train holds 2,607,846 Walt Disney Company (DIS) shares with a market value of roughly $251.01M accounting for 9.55% of the overall portfolio. Lindsell Train has held DIS since at least 2013 Q2 with 785,269 shares in our earliest available record. Since at least 2013 Q2, Lindsell Train has made 52 more transactions.

How many DIS shares does Lindsell Train currently hold?

According to 2026 Q2 report, Lindsell Train holds 2,607,846 shares of Walt Disney Company (DIS), valued at around $251.01M.

Estimated cost basis*

Weighted AVG buy price:
$103.20
Weighted AVG sell price:
$121.19

Lindsell Train's historical trades in Walt Disney Company

53 results
Period % of
portfolio 		Shares
held after* 		Reported
price* 		Value* % (shares)
of activity 		% change
to portfolio
2026 Q2
9.55%
2,607,846
$96.25
$251,005,178
-18.67% (-598,561)
-1.84%
2026 Q1
9.85%
3,206,407
$96.38
$309,033,507
-7.91% (-275,423)
-0.67%
2025 Q4
10.05%
3,481,830
$113.77
$396,127,799
-6.55% (-244,000)
-0.68%
2025 Q3
10.47%
3,725,830
$114.50
$426,607,535
-8.84% (-361,446)
-0.98%
2025 Q2
11.95%
4,087,276
$124.01
$506,863,097
-4.52% (-193,565)
-0.66%
2025 Q1
11.69%
4,280,841
$98.70
$422,519,007
-3.98% (-177,600)
-0.44%
2024 Q4
12.41%
4,458,441
$111.35
$496,447,405
-18.21% (-992,971)
-2.5%
2024 Q3
11.83%
5,451,412
$96.19
$524,371,320
+11.47% (+561,130)
+1.22%
2024 Q2
11.53%
4,890,282
$102.19
$499,737,918
-3.29% (-166,200)
-0.36%
2024 Q1
12.85%
5,056,482
$120.99
$611,783,757
-8.97% (-498,208)
-1.17%
2023 Q4
9.73%
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$90.30
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-0.55% (-31,000)
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2023 Q3
9.09%
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$81.06
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-0.85% (-48,000)
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2023 Q2
8.96%
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$89.26
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+0.04% (+2,200)
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2023 Q1
9.84%
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$100.13
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+3.69% (+200,600)
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2022 Q4
8.97%
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$86.88
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-0.30% (-16,400)
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2022 Q3
10.45%
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$94.46
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-0.73% (-39,800)
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2022 Q2
10.17%
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$94.49
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+1.70% (+91,500)
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2022 Q1
11.66%
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$137.18
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-2.71% (-150,150)
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2021 Q4
12.45%
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$154.89
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+0.96% (+52,750)
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2021 Q3
12.83%
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$169.17
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-1.79% (-100,000)
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2021 Q2
12.71%
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$175.77
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+7.52% (+391,250)
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2021 Q1
13.53%
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$184.52
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-4.48% (-244,000)
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2020 Q4
14.33%
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$181.18
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-7.46% (-439,050)
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2020 Q3
11.85%
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$124.08
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-4.88% (-302,002)
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2020 Q2
11.48%
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$111.51
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+7.29% (+420,412)
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2020 Q1
11.88%
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$96.60
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+3.93% (+218,000)
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2019 Q4
12.84%
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$144.63
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+2.41% (+130,812)
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2019 Q3
11.92%
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$130.26
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+3.27% (+171,317)
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2019 Q2
12.44%
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$139.67
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-0.47% (-24,948)
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2019 Q1
11.32%
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$111.03
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+19.68% (+866,720)
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2018 Q4
11.68%
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$109.65
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+1.20% (+52,200)
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2018 Q3
11.53%
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$116.94
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+7.10% (+288,650)
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2018 Q2
10.56%
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$104.81
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+8.40% (+315,050)
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2018 Q1
9.95%
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$100.44
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+17.90% (+569,000)
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2017 Q4
9.83%
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$107.51
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+7.34% (+217,350)
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2017 Q3
9.83%
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$98.57
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+17.40% (+439,000)
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2017 Q2
10.41%
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$106.25
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+22.43% (+462,288)
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2017 Q1
10.20%
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$113.39
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+3.08% (+61,600)
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2016 Q4
10.24%
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$104.22
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-7.75% (-168,000)
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2016 Q3
9.96%
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$92.86
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+16.06% (+299,931)
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2016 Q2
9.95%
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$97.82
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+3.18% (+57,541)
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2016 Q1
10.63%
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$99.31
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+7.51% (+126,500)
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2015 Q4
10.60%
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$105.08
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+1.85% (+30,500)
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2015 Q3
11.54%
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$102.20
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+12.45% (+183,000)
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2015 Q2
11.76%
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$114.14
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+2.37% (+34,000)
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2015 Q1
12.32%
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$104.05
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-1.91% (-28,000)
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2014 Q4
12.83%
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$94.19
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+17.72% (+220,400)
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2014 Q3
12.57%
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$89.03
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+1.43% (+17,500)
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2014 Q2
12.50%
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$85.74
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+13.31% (+144,000)
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2014 Q1
11.55%
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$80.07
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+5.36% (+55,000)
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2013 Q4
12.59%
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$76.40
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+16.11% (+142,480)
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2013 Q3
11.39%
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$64.50
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+12.64% (+99,220)
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2013 Q2
11.26%
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$63.16
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new or own*
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* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.