LCM
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LCM Capital Management’s Walt Disney DIS Stock Holding History

LCM 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
Q1 		$784K Buy
8,134
+95
+1% +$10K 0.39% 37
2025
Q4 		$915K Sell
8,039
-494
-6% -$54.4K 0.44% 37
2025
Q3 		$977K Buy
8,533
+19
+0.2% +$2.24K 0.47% 35
2025
Q2 		$1.06M Sell
8,514
-9
-0.1% -$935 0.55% 35
2025
Q1 		$841K Buy
8,523
+315
+4% +$33.9K 0.49% 40
2024
Q4 		$914K Sell
8,208
-10
-0.1% -$1.05K 0.52% 36
2024
Q3 		$790K Buy
8,218
+188
+2% +$17.3K 0.45% 39
2024
Q2 		$797K Buy
8,030
+843
+12% +$90.7K 0.5% 35
2024
Q1 		$879K Sell
7,187
-64
-0.9% -$6.68K 0.57% 32
2023
Q4 		$655K Sell
7,251
-3
-0% -$264 0.47% 35
2023
Q3 		$588K Buy
7,254
+669
+10% +$57.1K 0.48% 40
2023
Q2 		$588K Buy
6,585
+141
+2% +$13.4K 0.48% 38
2023
Q1 		$645K Buy
6,444
+499
+8% +$50.3K 0.56% 37
2022
Q4 		$516K Buy
5,945
+341
+6% +$32.6K 0.5% 37
2022
Q3 		$529K Sell
5,604
-21
-0.4% -$2.25K 0.56% 33
2022
Q2 		$531K Sell
5,625
-47
-0.8% -$5.22K 0.52% 37
2022
Q1 		$778K Buy
5,672
+99
+2% +$14.3K 0.63% 31
2021
Q4 		$863K Buy
5,573
+210
+4% +$33.9K 0.67% 27
2021
Q3 		$907K Sell
5,363
-16
-0.3% -$2.85K 0.77% 20
2021
Q2 		$945K Sell
5,379
-16
-0.3% -$2.88K 0.79% 20
2021
Q1 		$995K Sell
5,395
-125
-2% -$23.1K 0.89% 16
2020
Q4 		$1M Buy
+5,520
New +$792K 0.95% 18

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

LCM Capital Management's DIS Position: Q1 2026 in Review

LCM Capital Management increased its Walt Disney (DIS) stake by 1.2% in Q1 2026, buying an estimated $10K and bringing the position to 8,134 shares worth $784K. The position accounts for 0.39% of the portfolio, ranked #37.

LCM Capital Management first reported a position in DIS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.06M in Q2 2025. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • LCM Capital Management held 8,134 shares of Walt Disney worth $784K as of Q1 2026.
  • LCM Capital Management bought 95 Walt Disney shares in Q1 2026, an estimated $10K.
  • Walt Disney made up 0.39% of LCM Capital Management's portfolio in Q1 2026, its #37 holding.
  • LCM Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 22 quarters since.
  • LCM Capital Management's Walt Disney position peaked at $1.06M in Q2 2025.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.