LFA
DIS icon

LGT Financial Advisors’s Walt Disney DIS Stock Holding History

LGT Financial Advisors’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 		$10.4K Hold
108
– – 0.06% 125
2026
Q1 		$10.4K Hold
108
– – 0.05% 133
2025
Q4 		$12.3K Sell
108
-55
-34% -$6.06K 0.08% 123
2025
Q3 		$18.7K Hold
163
– – 0.04% 188
2025
Q2 		$20.2K Buy
+163
New +$16.9K 0.05% 161
2024
Q3 		– Sell
-107
Closed -$10.7K – 717
2024
Q2 		$10.7K Hold
107
– – 0.02% 460
2024
Q1 		$13.1K Hold
107
– – 0.02% 449
2023
Q4 		$9.66K Sell
107
-330
-76% -$29.1K 0.01% 496
2023
Q3 		$35.4K Buy
+437
New +$37.3K 0.05% 255

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LGT Financial Advisors's DIS Position: Q2 2026 in Review

LGT Financial Advisors held its Walt Disney (DIS) position steady in Q2 2026 at 108 shares worth $10.4K. The position accounts for 0.06% of the portfolio, ranked #125.

LGT Financial Advisors first reported a position in DIS in Q3 2023 and has held it in 9 quarters since. The position peaked at $35.4K in Q3 2023. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LGT Financial Advisors held 108 shares of Walt Disney worth $10.4K as of Q2 2026.
  • LGT Financial Advisors left its Walt Disney share count unchanged in Q2 2026.
  • Walt Disney made up 0.06% of LGT Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • LGT Financial Advisors first reported a position in Walt Disney in Q3 2023 and has held it in 9 quarters since.
  • LGT Financial Advisors's Walt Disney position peaked at $35.4K in Q3 2023.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.