Lazari Capital Management’s Walt Disney DIS Stock Holding History

Lazari Capital Management’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	$4.88M	Sell	50,682 -2,645	-5%	-$270K	1.5%	13
2026 Q1	$5.14M	Sell	53,327 -5,683	-10%	-$601K	1.79%	12
2025 Q4	$6.71M	Sell	59,010 -3,265	-5%	-$360K	2.26%	11
2025 Q3	$7.13M	Sell	62,275 -812	-1%	-$95.6K	2.41%	9
2025 Q2	$7.82M	Sell	63,087 -1,523	-2%	-$158K	2.95%	8
2025 Q1	$6.38M	Buy	64,610 +287	+0.4%	+$30.8K	2.61%	9
2024 Q4	$7.16M	Sell	64,323 -10,442	-14%	-$1.1M	2.86%	7
2024 Q3	$7.19M	Buy	74,765 +8,033	+12%	+$739K	3.08%	7
2024 Q2	$6.63M	Buy	66,732 +351	+0.5%	+$37.8K	2.99%	8
2024 Q1	$8.12M	Sell	66,381 -1,683	-2%	-$176K	4.41%	5
2023 Q4	$6.15M	Sell	68,064 -21,203	-24%	-$1.87M	3.52%	5
2023 Q3	$7.24M	Buy	89,267 +2,708	+3%	+$231K	4.32%	5
2023 Q2	$7.73M	Buy	+86,559	New	+$8.2M	4.35%	5

Other funds holding DIS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lazari Capital Management's DIS Position: Q2 2026 in Review

Lazari Capital Management reduced its Walt Disney (DIS) stake by 5% in Q2 2026, selling an estimated $270K and leaving 50,682 shares worth $4.88M. The position accounts for 1.5% of the portfolio, ranked #13.

Lazari Capital Management first reported a position in DIS in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.12M in Q1 2024. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Lazari Capital Management held 50,682 shares of Walt Disney worth $4.88M as of Q2 2026.
Lazari Capital Management sold 2,645 Walt Disney shares in Q2 2026, an estimated $270K.
Walt Disney made up 1.5% of Lazari Capital Management's portfolio in Q2 2026, its #13 holding.
Lazari Capital Management first reported a position in Walt Disney in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's Walt Disney position peaked at $8.12M in Q1 2024.
1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.