LWA
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Lantern Wealth Advisors’s Walt Disney DIS Stock Holding History

Lantern Wealth Advisors’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 		$842K Sell
8,749
-1,080
-11% -$110K 0.39% 65
2026
Q1 		$947K Buy
9,829
+69
+0.7% +$7.29K 0.49% 57
2025
Q4 		$1.11M Sell
9,760
-1,800
-16% -$198K 0.59% 43
2025
Q3 		$1.32M Sell
11,560
-94
-0.8% -$11.1K 0.7% 40
2025
Q2 		$1.45M Buy
+11,654
New +$1.21M 0.86% 33
2024
Q4 		$704K Sell
6,320
-625
-9% -$65.7K 0.46% 55
2024
Q3 		$668K Buy
6,945
+1,571
+29% +$145K 0.46% 54
2024
Q2 		$704K Sell
5,374
-1,622
-23% -$175K 0.51% 50
2024
Q1 		$856K Buy
6,996
+214
+3% +$22.4K 0.6% 49
2023
Q4 		$612K Buy
+6,782
New +$598K 0.48% 56

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 $3.37T AUM 44.26% 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

Lantern Wealth Advisors's DIS Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $110K and leaving 8,749 shares worth $842K. The position accounts for 0.39% of the portfolio, ranked #65.

Lantern Wealth Advisors first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.45M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lantern Wealth Advisors held 8,749 shares of Walt Disney worth $842K as of Q2 2026.
  • Lantern Wealth Advisors sold 1,080 Walt Disney shares in Q2 2026, an estimated $110K.
  • Walt Disney made up 0.39% of Lantern Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Lantern Wealth Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
  • Lantern Wealth Advisors's Walt Disney position peaked at $1.45M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.