LWM
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Laidlaw Wealth Management’s Walt Disney DIS Stock Holding History

Laidlaw Wealth Management’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
2025
Q3 		– Sell
-1,788
Closed -$222K – 62
2025
Q2 		$222K Buy
+1,788
New +$186K 0.64% 40
2025
Q1 		– Sell
-3,034
Closed -$338K – 74
2024
Q4 		$338K Buy
3,034
+368
+14% +$38.7K 0.15% 133
2024
Q3 		$256K Hold
2,666
– – 0.13% 144
2024
Q2 		$265K Sell
2,666
-180
-6% -$19.4K 0.15% 140
2024
Q1 		$348K Sell
2,846
-6,033
-68% -$630K 0.19% 123
2023
Q4 		$802K Sell
8,879
-5,273
-37% -$465K 0.29% 90
2023
Q3 		$1.15M Sell
14,152
-4,571
-24% -$390K 0.38% 81
2023
Q2 		$1.67M Buy
18,723
+963
+5% +$91.2K 0.33% 82
2023
Q1 		$1.78M Sell
17,760
-1,179
-6% -$119K 0.36% 73
2022
Q4 		$1.65M Buy
18,939
+1,892
+11% +$181K 0.35% 80
2022
Q3 		$1.61M Sell
17,047
-12,214
-42% -$1.31M 0.38% 76
2022
Q2 		$2.76M Buy
29,261
+10,852
+59% +$1.2M 0.56% 48
2022
Q1 		$2.52M Sell
18,409
-967
-5% -$140K 0.42% 62
2021
Q4 		$3M Buy
+19,376
New +$3.13M 0.48% 54
2021
Q1 		– Sell
-20,350
Closed -$3.69M – 251
2020
Q4 		$3.69M Buy
20,350
+10,787
+113% +$1.55M 0.78% 22
2020
Q3 		$1.19M Buy
9,563
+29
+0.3% +$3.63K 0.53% 63
2020
Q2 		$1.06M Buy
9,534
+519
+6% +$57.3K 0.56% 60
2020
Q1 		$871K Sell
9,015
-6,315
-41% -$798K 0.57% 65
2019
Q4 		$2.22M Buy
+15,330
New +$2.14M 1.4% 10

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Laidlaw Wealth Management's DIS Position: Q3 2025 in Review

Laidlaw Wealth Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,788 shares — an estimated $222K sold.

Laidlaw Wealth Management first reported a position in DIS in Q4 2019 and held it in 19 quarters. The position peaked at $3.69M in Q4 2020. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Laidlaw Wealth Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,788 Walt Disney shares in Q3 2025, an estimated $222K.
  • Laidlaw Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 19 quarters.
  • Laidlaw Wealth Management's Walt Disney position peaked at $3.69M in Q4 2020.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Laidlaw Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.