LeConte Wealth Management
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
Q3 		$331K Buy
3,156
+200
+7% +$20.5K 0.18% 110
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

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

LeConte Wealth Management's DIS Position: Q3 2026 in Review

LeConte Wealth Management increased its Walt Disney (DIS) stake by 6.8% in Q3 2026, buying an estimated $20.5K and bringing the position to 3,156 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #110.

LeConte Wealth Management first reported a position in DIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $370K in Q2 2025. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • LeConte Wealth Management held 3,156 shares of Walt Disney worth $331K as of Q3 2026.
  • LeConte Wealth Management bought 200 Walt Disney shares in Q3 2026, an estimated $20.5K.
  • Walt Disney made up 0.18% of LeConte Wealth Management's portfolio in Q3 2026, its #110 holding.
  • LeConte Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 6 quarters since.
  • LeConte Wealth Management's Walt Disney position peaked at $370K in Q2 2025.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

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