Lantz Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $530K | Buy |
5,508
+422
| +8% | +$43K | 0.1% | 175 |
|
|
2026
Q1 | $490K | Buy |
5,086
+1,293
| +34% | +$137K | 0.1% | 167 |
|
|
2025
Q4 | $431K | Buy |
3,793
+66
| +2% | +$7.27K | 0.09% | 181 |
|
|
2025
Q3 | $427K | Buy |
3,727
+24
| +0.6% | +$2.83K | 0.09% | 171 |
|
|
2025
Q2 | $459K | Sell |
3,703
-26
| -0.7% | -$2.7K | 0.11% | 148 |
|
|
2025
Q1 | $368K | Sell |
3,729
-8
| -0.2% | -$860 | 0.1% | 161 |
|
|
2024
Q4 | $416K | Buy |
3,737
+147
| +4% | +$15.4K | 0.11% | 155 |
|
|
2024
Q3 | $345K | Sell |
3,590
-138
| -4% | -$12.7K | 0.09% | 166 |
|
|
2024
Q2 | $370K | Buy |
3,728
+28
| +0.8% | +$3.01K | 0.12% | 149 |
|
|
2024
Q1 | $453K | Buy |
3,700
+118
| +3% | +$12.3K | 0.15% | 136 |
|
|
2023
Q4 | $323K | Buy |
3,582
+45
| +1% | +$3.97K | 0.12% | 149 |
|
|
2023
Q3 | $287K | Buy |
3,537
+76
| +2% | +$6.49K | 0.11% | 147 |
|
|
2023
Q2 | $309K | Buy |
3,461
+195
| +6% | +$18.5K | 0.12% | 140 |
|
|
2023
Q1 | $327K | Buy |
3,266
+760
| +30% | +$76.6K | 0.14% | 129 |
|
|
2022
Q4 | $218K | Buy |
2,506
+195
| +8% | +$18.7K | 0.1% | 169 |
|
|
2022
Q3 | $218K | Hold |
2,311
| – | – | 0.11% | 147 |
|
|
2022
Q2 | $218K | Hold |
2,311
| – | – | 0.1% | 155 |
|
|
2022
Q1 | $317K | Sell |
2,311
-355
| -13% | -$51.3K | 0.13% | 132 |
|
|
2021
Q4 | $413K | Hold |
2,666
| – | – | 0.19% | 104 |
|
|
2021
Q3 | $451K | Sell |
2,666
-433
| -14% | -$77.2K | 0.23% | 96 |
|
|
2021
Q2 | $545K | Sell |
3,099
-81
| -3% | -$14.6K | 0.28% | 85 |
|
|
2021
Q1 | $587K | Buy |
3,180
+90
| +3% | +$16.6K | 0.33% | 68 |
|
|
2020
Q4 | $560K | Buy |
3,090
+192
| +7% | +$27.6K | 0.35% | 70 |
|
|
2020
Q3 | $360K | Sell |
2,898
-22
| -0.8% | -$2.75K | 0.24% | 84 |
|
|
2020
Q2 | $326K | Buy |
2,920
+27
| +0.9% | +$2.98K | 0.23% | 85 |
|
|
2020
Q1 | $279K | Sell |
2,893
-190
| -6% | -$24K | 0.22% | 89 |
|
|
2019
Q4 | $446K | Buy |
3,083
+2
| +0.1% | +$279 | 0.26% | 84 |
|
|
2019
Q3 | $398K | Sell |
3,081
-175
| -5% | -$24.2K | 0.27% | 88 |
|
|
2019
Q2 | $464K | Buy |
3,256
+528
| +19% | +$70K | 0.31% | 79 |
|
|
2019
Q1 | $303K | Buy |
+2,728
| New | +$305K | 0.22% | 91 |
|
Other funds holding DIS
Lantz Financial's DIS Position: Q2 2026 in Review
Lantz Financial increased its Walt Disney (DIS) stake by 8.3% in Q2 2026, buying an estimated $43K and bringing the position to 5,508 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #175.
Lantz Financial first reported a position in DIS in Q1 2019 and has held it in 30 quarters since. The position peaked at $587K in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Lantz Financial held 5,508 shares of Walt Disney worth $530K as of Q2 2026.
- Lantz Financial bought 422 Walt Disney shares in Q2 2026, an estimated $43K.
- Walt Disney made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #175 holding.
- Lantz Financial first reported a position in Walt Disney in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Walt Disney position peaked at $587K in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.