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Laffer Tengler Investments’s Walt Disney DIS Stock Holding History

Laffer Tengler Investments’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 		– Sell
-1,842
Closed -$210K – 191
2025
Q4 		$210K Sell
1,842
-5,454
-75% -$601K 0.03% 173
2025
Q3 		$835K Buy
+7,296
New +$859K 0.13% 107
2025
Q1 		– Sell
-1,868
Closed -$208K – 140
2024
Q4 		$208K Sell
1,868
-816
-30% -$85.7K 0.04% 140
2024
Q3 		$258K Sell
2,684
-133
-5% -$12.2K 0.05% 157
2024
Q2 		$280K Buy
2,817
+134
+5% +$14.4K 0.06% 145
2024
Q1 		$328K Sell
2,683
-3
-0.1% -$313 0.08% 123
2023
Q4 		$243K Buy
2,686
+61
+2% +$5.38K 0.06% 129
2023
Q3 		$213K Sell
2,625
-5,901
-69% -$504K 0.06% 134
2023
Q2 		$761K Buy
8,526
+248
+3% +$23.5K 0.2% 109
2023
Q1 		$829K Buy
8,278
+1,114
+16% +$112K 0.22% 109
2022
Q4 		$622K Sell
7,164
-247
-3% -$23.6K 0.18% 125
2022
Q3 		$699K Buy
7,411
+177
+2% +$18.9K 0.26% 102
2022
Q2 		$683K Sell
7,234
-6,323
-47% -$702K 0.24% 111
2022
Q1 		$1.86M Sell
13,557
-412
-3% -$59.6K 0.56% 73
2021
Q4 		$2.16M Buy
13,969
+334
+2% +$53.9K 0.62% 65
2021
Q3 		$2.31M Buy
13,635
+4,232
+45% +$754K 0.67% 53
2021
Q2 		$1.65M Sell
9,403
-2,155
-19% -$388K 0.62% 66
2021
Q1 		$2.13M Buy
11,558
+4,698
+68% +$866K 0.81% 52
2020
Q4 		$1.24M Buy
6,860
+1,491
+28% +$214K 0.52% 66
2020
Q3 		$666K Buy
5,369
+2,190
+69% +$274K 0.33% 81
2020
Q2 		$354K Buy
3,179
+2,154
+210% +$238K 0.2% 95
2020
Q1 		$99K Buy
1,025
+452
+79% +$57.1K 0.08% 118
2019
Q4 		$82.9K Buy
+573
New +$80K 0.06% 127
2019
Q2 		– Sell
-36,836
Closed -$4.09M – 126
2019
Q1 		$4.09M Hold
36,836
– – 1.1% 10
2018
Q4 		$4.04M Hold
36,836
– – 1.19% 8
2018
Q3 		$4.31M Hold
36,836
– – 1.07% 8
2018
Q2 		$3.86M Hold
36,836
– – 0.99% 12
2018
Q1 		$3.7M Buy
36,836
+2,455
+7% +$261K 0.92% 17
2017
Q4 		$3.7M Hold
34,381
– – 0.93% 12
2017
Q3 		$3.39M Sell
34,381
-2,390
-6% -$246K 0.89% 15
2017
Q2 		$3.91M Hold
36,771
– – 1% 11
2017
Q1 		$4.17M Hold
36,771
– – 1.1% 8
2016
Q4 		$3.83M Buy
36,771
+4,350
+13% +$424K 1.03% 11
2016
Q3 		$3.01M Hold
32,421
– – 0.84% 32
2016
Q2 		$3.17M Buy
+32,421
New +$3.24M 0.9% 25

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laffer Tengler Investments's DIS Position: Q1 2026 in Review

Laffer Tengler Investments sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 1,842 shares — an estimated $210K sold.

Laffer Tengler Investments first reported a position in DIS in Q2 2016 and held it in 35 quarters. The position peaked at $4.31M in Q3 2018. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Laffer Tengler Investments reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,842 Walt Disney shares in Q1 2026, an estimated $210K.
  • Laffer Tengler Investments first reported a position in Walt Disney in Q2 2016 and held it in 35 quarters.
  • Laffer Tengler Investments's Walt Disney position peaked at $4.31M in Q3 2018.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Laffer Tengler Investments's 13F filing for Q1 2026, filed 13 May 2026.