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Joseph P. Lucia & Associates’s Walt Disney DIS Stock Holding History

Joseph P. Lucia & 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 		$369K Sell
3,806
-400
-10% -$40.8K 0.11% 135
2026
Q1 		$405K Sell
4,206
-919
-18% -$97.1K 0.14% 117
2025
Q4 		$583K Sell
5,125
-695
-12% -$76.5K 0.21% 95
2025
Q3 		$666K Buy
5,820
+254
+5% +$29.9K 0.25% 85
2025
Q2 		$690K Sell
5,566
-498
-8% -$51.7K 0.28% 79
2025
Q1 		$599K Sell
6,064
-957
-14% -$103K 0.27% 77
2024
Q4 		$782K Sell
7,021
-567
-7% -$59.6K 0.35% 68
2024
Q3 		$730K Sell
7,588
-666
-8% -$61.3K 0.34% 71
2024
Q2 		$820K Sell
8,254
-661
-7% -$71.2K 0.42% 62
2024
Q1 		$1.09M Sell
8,915
-2,622
-23% -$274K 0.58% 52
2023
Q4 		$1.04M Sell
11,537
-80
-0.7% -$7.05K 0.65% 47
2023
Q3 		$942K Sell
11,617
-248
-2% -$21.2K 0.66% 46
2023
Q2 		$1.06M Sell
11,865
-155
-1% -$14.7K 0.71% 44
2023
Q1 		$1.2M Sell
12,020
-136
-1% -$13.7K 0.84% 39
2022
Q4 		$1.06M Buy
12,156
+1,091
+10% +$104K 0.79% 39
2022
Q3 		$1.04M Buy
11,065
+1,551
+16% +$166K 0.82% 39
2022
Q2 		$898K Sell
9,514
-505
-5% -$56.1K 0.63% 45
2022
Q1 		$1.37M Buy
10,019
+714
+8% +$103K 0.84% 38
2021
Q4 		$1.44M Sell
9,305
-316
-3% -$51K 0.92% 39
2021
Q3 		$1.63M Buy
9,621
+14
+0.1% +$2.5K 0.96% 34
2021
Q2 		$1.69M Sell
9,607
-896
-9% -$161K 1.01% 34
2021
Q1 		$1.94M Buy
10,503
+238
+2% +$43.9K 0.86% 26
2020
Q4 		$1.86M Buy
10,265
+495
+5% +$71K 1.3% 22
2020
Q3 		$1.21M Sell
9,770
-415
-4% -$51.9K 1.13% 34
2020
Q2 		$1.14M Buy
10,185
+1,061
+12% +$117K 1.02% 34
2020
Q1 		$881K Sell
9,124
-34
-0.4% -$4.3K 0.98% 33
2019
Q4 		$1.32M Buy
9,158
+162
+2% +$22.6K 1.2% 30
2019
Q3 		$1.17M Buy
8,996
+396
+5% +$54.8K 1.21% 27
2019
Q2 		$1.2M Buy
8,600
+4,112
+92% +$545K 1.26% 24
2019
Q1 		$516K Buy
+4,488
New +$502K 0.89% 31

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

Joseph P. Lucia & Associates's DIS Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Walt Disney (DIS) stake by 9.5% in Q2 2026, selling an estimated $40.8K and leaving 3,806 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #135.

Joseph P. Lucia & Associates first reported a position in DIS in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.94M in Q1 2021. 2,939 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Joseph P. Lucia & Associates held 3,806 shares of Walt Disney worth $369K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 400 Walt Disney shares in Q2 2026, an estimated $40.8K.
  • Walt Disney made up 0.11% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #135 holding.
  • Joseph P. Lucia & Associates first reported a position in Walt Disney in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Walt Disney position peaked at $1.94M in Q1 2021.
  • 2,939 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.