LWM
DIS icon

LeConte Wealth Management’s Walt Disney DIS Stock Holding History

LeConte Wealth 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 		$285K Buy
2,956
+192
+7% +$19.6K 0.16% 113
2026
Q1 		$266K Sell
2,764
-12
-0.4% -$1.27K 0.17% 107
2025
Q4 		$316K Buy
2,776
+111
+4% +$12.2K 0.21% 79
2025
Q3 		$305K Sell
2,665
-320
-11% -$37.7K 0.2% 76
2025
Q2 		$370K Buy
+2,985
New +$310K 0.25% 52

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

LeConte Wealth Management's DIS Position: Q2 2026 in Review

LeConte Wealth Management increased its Walt Disney (DIS) stake by 6.9% in Q2 2026, buying an estimated $19.6K and bringing the position to 2,956 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #113.

LeConte Wealth Management first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $370K in Q2 2025. 2,935 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LeConte Wealth Management held 2,956 shares of Walt Disney worth $285K as of Q2 2026.
  • LeConte Wealth Management bought 192 Walt Disney shares in Q2 2026, an estimated $19.6K.
  • Walt Disney made up 0.16% of LeConte Wealth Management's portfolio in Q2 2026, its #113 holding.
  • LeConte Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Walt Disney position peaked at $370K in Q2 2025.
  • 2,935 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.