LCM Capital Management
DIS icon

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
Q3 		$858K Sell
8,175
-156
-2% -$16K 0.36% 40
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LCM Capital Management's DIS Position: Q3 2026 in Review

LCM Capital Management reduced its Walt Disney (DIS) stake by 1.9% in Q3 2026, selling an estimated $16K and leaving 8,175 shares worth $858K. The position accounts for 0.36% of the portfolio, ranked #40.

LCM Capital Management first reported a position in DIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.06M in Q2 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • LCM Capital Management held 8,175 shares of Walt Disney worth $858K as of Q3 2026.
  • LCM Capital Management sold 156 Walt Disney shares in Q3 2026, an estimated $16K.
  • Walt Disney made up 0.36% of LCM Capital Management's portfolio in Q3 2026, its #40 holding.
  • LCM Capital Management first reported a position in Walt Disney in Q4 2020 and has held it in 24 quarters since.
  • LCM Capital Management's Walt Disney position peaked at $1.06M in Q2 2025.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.