Kelman-Lazarov Inc’s Walt Disney DIS Stock Holding History

Kelman-Lazarov Inc’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 Q1	$324K	Sell	3,364 -134	-4%	-$14.2K	0.05%	112
2025 Q4	$398K	Buy	3,498 +82	+2%	+$9.03K	0.06%	99
2025 Q3	$391K	Sell	3,416 -266	-7%	-$31.3K	0.06%	99
2025 Q2	$457K	Sell	3,682 -247	-6%	-$25.7K	0.07%	80
2025 Q1	$388K	Buy	3,929 +56	+1%	+$6.02K	0.07%	83
2024 Q4	$431K	Sell	3,873 -14	-0.4%	-$1.47K	0.08%	77
2024 Q3	$374K	Sell	3,887 -117	-3%	-$10.8K	0.06%	83
2024 Q2	$398K	Buy	4,004 +516	+15%	+$55.5K	0.07%	76
2024 Q1	$427K	Sell	3,488 -95	-3%	-$9.92K	0.08%	75
2023 Q4	$324K	Buy	3,583 +117	+3%	+$10.3K	0.07%	82
2023 Q3	$281K	Buy	3,466 +28	+0.8%	+$2.39K	0.07%	84
2023 Q2	$307K	Sell	3,438 -176	-5%	-$16.7K	0.07%	83
2023 Q1	$362K	Buy	3,614 +39	+1%	+$3.93K	0.09%	73
2022 Q4	$311K	Hold	3,575	–	–	0.09%	77
2022 Q3	$337K	Hold	3,575	–	–	0.11%	63
2022 Q2	$337K	Sell	3,575 -209	-6%	-$23.2K	0.11%	62
2022 Q1	$519K	Sell	3,784 -63	-2%	-$9.11K	0.17%	48
2021 Q4	$596K	Buy	3,847 +48	+1%	+$7.75K	0.19%	47
2021 Q3	$643K	Hold	3,799	–	–	0.23%	42
2021 Q2	$668K	Buy	3,799 +72	+2%	+$12.9K	0.23%	41
2021 Q1	$688K	Hold	3,727	–	–	0.25%	38
2020 Q4	$675K	Sell	3,727 -150	-4%	-$21.5K	0.26%	39
2020 Q3	$481K	Sell	3,877 -170	-4%	-$21.2K	0.22%	42
2020 Q2	$451K	Sell	4,047 -77	-2%	-$8.5K	0.21%	42
2020 Q1	$398K	Sell	4,124 -1,324	-24%	-$167K	0.21%	46
2019 Q4	$788K	Sell	5,448 -256	-4%	-$35.7K	0.35%	43
2019 Q3	$743K	Buy	5,704 +5	+0.1%	+$691	0.37%	43
2019 Q2	$796K	Sell	5,699 -1,737	-23%	-$230K	0.41%	43
2019 Q1	$826K	Sell	7,436 -2,436	-25%	-$272K	0.44%	45
2018 Q4	$1.08M	Sell	9,872 -1,738	-15%	-$198K	0.67%	37
2018 Q3	$1.36M	Sell	11,610 -1,314	-10%	-$146K	0.79%	33
2018 Q2	$1.35M	Sell	12,924 -348	-3%	-$35.6K	0.73%	42
2018 Q1	$1.33M	Sell	13,272 -143	-1%	-$15.2K	0.72%	38
2017 Q4	$1.44M	Buy	13,415 +143	+1%	+$14.7K	0.74%	40
2017 Q3	$1.31M	Buy	13,272 +219	+2%	+$22.5K	0.69%	42
2017 Q2	$1.39M	Buy	13,053 +309	+2%	+$33.8K	0.76%	40
2017 Q1	$1.45M	Sell	12,744 -170	-1%	-$18.7K	0.93%	35
2016 Q4	$1.35M	Sell	12,914 -684	-5%	-$66.7K	0.76%	39
2016 Q3	$1.26M	Buy	13,598 +941	+7%	+$90.1K	0.71%	46
2016 Q2	$1.24M	Buy	12,657 +230	+2%	+$23K	0.71%	46
2016 Q1	$1.23M	Buy	+12,427	New	+$1.2M	0.72%	44

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelman-Lazarov Inc's DIS Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Walt Disney (DIS) stake by 3.8% in Q1 2026, selling an estimated $14.2K and leaving 3,364 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #112.

Kelman-Lazarov Inc first reported a position in DIS in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.45M in Q1 2017. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Kelman-Lazarov Inc held 3,364 shares of Walt Disney worth $324K as of Q1 2026.
Kelman-Lazarov Inc sold 134 Walt Disney shares in Q1 2026, an estimated $14.2K.
Walt Disney made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #112 holding.
Kelman-Lazarov Inc first reported a position in Walt Disney in Q1 2016 and has held it in 41 quarters since.
Kelman-Lazarov Inc's Walt Disney position peaked at $1.45M in Q1 2017.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.