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Lakeshore Capital Group’s Walt Disney DIS Stock Holding History

Lakeshore Capital Group’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 		$567K Sell
5,892
-33
-0.6% -$3.36K 0.42% 59
2026
Q1 		$571K Buy
5,925
+85
+1% +$8.98K 0.47% 59
2025
Q4 		$664K Buy
5,840
+166
+3% +$18.3K 0.53% 54
2025
Q3 		$650K Buy
5,674
+105
+2% +$12.4K 0.52% 58
2025
Q2 		$691K Buy
5,569
+10
+0.2% +$1.04K 0.61% 53
2025
Q1 		$549K Buy
5,559
+93
+2% +$9.99K 0.53% 59
2024
Q4 		$609K Buy
+5,466
New +$574K 0.92% 42

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 $3.38T AUM 44.17% 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

Lakeshore Capital Group's DIS Position: Q2 2026 in Review

Lakeshore Capital Group reduced its Walt Disney (DIS) stake by 0.56% in Q2 2026, selling an estimated $3.36K and leaving 5,892 shares worth $567K. The position accounts for 0.42% of the portfolio, ranked #59.

Lakeshore Capital Group first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $691K in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lakeshore Capital Group held 5,892 shares of Walt Disney worth $567K as of Q2 2026.
  • Lakeshore Capital Group sold 33 Walt Disney shares in Q2 2026, an estimated $3.36K.
  • Walt Disney made up 0.42% of Lakeshore Capital Group's portfolio in Q2 2026, its #59 holding.
  • Lakeshore Capital Group first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Lakeshore Capital Group's Walt Disney position peaked at $691K in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.