LGL Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,553
| Closed | -$730K | – | 71 |
|
|
2024
Q4 | $730K | Hold |
6,553
| – | – | 0.11% | 56 |
|
|
2024
Q3 | $630K | Buy |
6,553
+345
| +6% | +$31.7K | 0.09% | 60 |
|
|
2024
Q2 | $616K | Sell |
6,208
-144
| -2% | -$15.5K | 0.09% | 61 |
|
|
2024
Q1 | $777K | Sell |
6,352
-1,462
| -19% | -$153K | 0.13% | 48 |
|
|
2023
Q4 | $706K | Sell |
7,814
-511
| -6% | -$45K | 0.1% | 52 |
|
|
2023
Q3 | $675K | Buy |
8,325
+1,492
| +22% | +$127K | 0.12% | 50 |
|
|
2023
Q2 | $610K | Buy |
6,833
+356
| +5% | +$33.7K | 0.1% | 58 |
|
|
2023
Q1 | $649K | Hold |
6,477
| – | – | 0.11% | 43 |
|
|
2022
Q4 | $563K | Sell |
6,477
-877
| -12% | -$83.9K | 0.1% | 49 |
|
|
2022
Q3 | $694K | Buy |
7,354
+749
| +11% | +$80.2K | 0.14% | 43 |
|
|
2022
Q2 | $624K | Buy |
6,605
+1,345
| +26% | +$149K | 0.1% | 45 |
|
|
2022
Q1 | $721K | Sell |
5,260
-1,163
| -18% | -$168K | 0.1% | 46 |
|
|
2021
Q4 | $995K | Buy |
6,423
+1,487
| +30% | +$240K | 0.12% | 40 |
|
|
2021
Q3 | $835K | Hold |
4,936
| – | – | 0.51% | 30 |
|
|
2021
Q2 | $868K | Buy |
4,936
+416
| +9% | +$74.8K | 0.52% | 30 |
|
|
2021
Q1 | $834K | Sell |
4,520
-660
| -13% | -$122K | 0.48% | 31 |
|
|
2020
Q4 | $939K | Sell |
5,180
-321
| -6% | -$46.1K | 0.54% | 31 |
|
|
2020
Q3 | $683K | Hold |
5,501
| – | – | 0.41% | 37 |
|
|
2020
Q2 | $613K | Sell |
5,501
-60
| -1% | -$6.62K | 0.38% | 41 |
|
|
2020
Q1 | $537K | Buy |
5,561
+1,049
| +23% | +$133K | 0.35% | 38 |
|
|
2019
Q4 | $653K | Buy |
4,512
+80
| +2% | +$11.2K | 0.21% | 42 |
|
|
2019
Q3 | $578K | Buy |
4,432
+162
| +4% | +$22.4K | 0.24% | 47 |
|
|
2019
Q2 | $596K | Buy |
4,270
+45
| +1% | +$5.97K | 0.24% | 51 |
|
|
2019
Q1 | $469K | Buy |
+4,225
| New | +$472K | 0.18% | 58 |
|
|
2017
Q1 | – | Sell |
-4,131
| Closed | -$431K | – | 95 |
|
|
2016
Q4 | $431K | Hold |
4,131
| – | – | 0.24% | 53 |
|
|
2016
Q3 | $382K | Hold |
4,131
| – | – | 0.2% | 56 |
|
|
2016
Q2 | $407K | Hold |
4,131
| – | – | 0.22% | 55 |
|
|
2016
Q1 | $410K | Hold |
4,131
| – | – | 0.21% | 57 |
|
|
2015
Q4 | $434K | Buy |
+4,131
| New | +$460K | 0.24% | 52 |
|
Other funds holding DIS
LGL Partners's DIS Position: Q1 2025 in Review
LGL Partners sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 6,553 shares — an estimated $730K sold.
LGL Partners first reported a position in DIS in Q4 2015 and held it in 29 quarters. The position peaked at $995K in Q4 2021. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.
- LGL Partners reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
- LGL Partners sold 6,553 Walt Disney shares in Q1 2025, an estimated $730K.
- LGL Partners first reported a position in Walt Disney in Q4 2015 and held it in 29 quarters.
- LGL Partners's Walt Disney position peaked at $995K in Q4 2021.
- 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.
Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.