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Lavaca Capital’s Walt Disney DIS Stock Holding History

Lavaca Capital’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
Q1 		$68.1K Sell
707
-3
-0.4% -$317 0.01% 144
2025
Q4 		$80.8K Sell
710
-25
-3% -$2.75K 0.01% 137
2025
Q3 		$84.2K Hold
735
– – 0.01% 133
2025
Q2 		$91.1K Hold
735
– – 0.03% 133
2025
Q1 		$72.5K Hold
735
– – 0.03% 139
2024
Q4 		$81.8K Buy
+735
New +$77.2K 0.03% 146
2023
Q3 		– Sell
-11,335
Closed -$1.01M – 147
2023
Q2 		$1.01M Sell
11,335
-10,289
-48% -$975K 0.3% 66
2023
Q1 		$2.34M Sell
21,624
-895
-4% -$90.2K 0.49% 40
2022
Q4 		$2.37M Sell
22,519
-131
-0.6% -$12.5K 0.74% 34
2022
Q3 		$2.39M Sell
22,650
-3,906
-15% -$418K 0.86% 24
2022
Q2 		$2.94M Sell
26,556
-908
-3% -$101K 0.44% 23
2022
Q1 		$3.77M Buy
27,464
+9,582
+54% +$1.39M 0.41% 28
2021
Q4 		$2.77M Buy
17,882
+14,333
+404% +$2.31M 0.36% 27
2021
Q3 		$600K Sell
3,549
-50
-1% -$8.91K 0.06% 111
2021
Q2 		$633K Buy
3,599
+229
+7% +$41.2K 0.06% 101
2021
Q1 		$622K Sell
3,370
-761
-18% -$140K 0.05% 85
2020
Q4 		$748K Sell
4,131
-2,051
-33% -$294K 0.1% 52
2020
Q3 		$767K Buy
6,182
+2,575
+71% +$322K 0.12% 49
2020
Q2 		$402K Buy
3,607
+600
+20% +$66.2K 0.13% 61
2020
Q1 		$290K Sell
3,007
-1,425
-32% -$180K 0.28% 61
2019
Q4 		$641K Sell
4,432
-150
-3% -$20.9K 0.49% 44
2019
Q3 		$597K Hold
4,582
– – 0.45% 47
2019
Q2 		$640K Hold
4,582
– – 0.49% 42
2019
Q1 		$509K Buy
4,582
+1,606
+54% +$180K 0.43% 39
2018
Q4 		$326K Buy
+2,976
New +$338K 0.32% 41

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lavaca Capital's DIS Position: Q1 2026 in Review

Lavaca Capital reduced its Walt Disney (DIS) stake by 0.42% in Q1 2026, selling an estimated $317 and leaving 707 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #144.

Lavaca Capital first reported a position in DIS in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.77M in Q1 2022. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Lavaca Capital held 707 shares of Walt Disney worth $68.1K as of Q1 2026.
  • Lavaca Capital sold 3 Walt Disney shares in Q1 2026, an estimated $317.
  • Walt Disney made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #144 holding.
  • Lavaca Capital first reported a position in Walt Disney in Q4 2018 and has held it in 25 quarters since.
  • Lavaca Capital's Walt Disney position peaked at $3.77M in Q1 2022.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.