LFP
DIS icon

Lakeshore Financial Planning’s Walt Disney DIS Stock Holding History

Lakeshore Financial Planning’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 		$211K Hold
2,186
– – 0.07% 90
2026
Q1 		$211K Buy
2,186
+1
+0% +$106 0.08% 80
2025
Q4 		$249K Buy
2,185
+3
+0.1% +$330 0.09% 68
2025
Q3 		$250K Hold
2,182
– – 0.09% 68
2025
Q2 		$271K Buy
2,182
+1
+0% +$104 0.11% 58
2025
Q1 		$215K Buy
2,181
+3
+0.1% +$322 0.09% 70
2024
Q4 		$243K Hold
2,178
– – 0.1% 62
2024
Q3 		$210K Sell
2,178
-62
-3% -$5.7K 0.09% 72
2024
Q2 		$223K Sell
2,240
-125
-5% -$13.5K 0.11% 60
2024
Q1 		$290K Sell
2,365
-22
-0.9% -$2.3K 0.15% 48
2023
Q4 		$216K Sell
2,387
-1,217
-34% -$107K 0.12% 55
2023
Q3 		$292K Buy
+3,604
New +$308K 0.17% 43

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's DIS Position: Q2 2026 in Review

Lakeshore Financial Planning held its Walt Disney (DIS) position steady in Q2 2026 at 2,186 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #90.

Lakeshore Financial Planning first reported a position in DIS in Q3 2023 and has held it in 12 quarters since. The position peaked at $292K in Q3 2023. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lakeshore Financial Planning held 2,186 shares of Walt Disney worth $211K as of Q2 2026.
  • Lakeshore Financial Planning left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #90 holding.
  • Lakeshore Financial Planning first reported a position in Walt Disney in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Walt Disney position peaked at $292K in Q3 2023.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.