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
Q2 		$802K Buy
8,331
+197
+2% +$20.1K 0.35% 43
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 $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

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

LCM Capital Management increased its Walt Disney (DIS) stake by 2.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 8,331 shares worth $802K. The position accounts for 0.35% of the portfolio, ranked #43.

LCM Capital Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.06M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LCM Capital Management held 8,331 shares of Walt Disney worth $802K as of Q2 2026.
  • LCM Capital Management bought 197 Walt Disney shares in Q2 2026, an estimated $20.1K.
  • Walt Disney made up 0.35% of LCM Capital Management's portfolio in Q2 2026, its #43 holding.
  • LCM Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • LCM Capital Management's Walt Disney position peaked at $1.06M in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.