LGF
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LGT Group Foundation’s Walt Disney DIS Stock Holding History

LGT Group Foundation’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
Q1 		$5.91M Sell
61,343
-9,710
-14% -$1.03M 0.07% 111
2025
Q4 		$8.16M Sell
71,053
-7,393
-9% -$814K 0.09% 117
2025
Q3 		$8.86M Buy
78,446
+600
+0.8% +$70.7K 0.1% 110
2025
Q2 		$9.65M Buy
77,846
+1,894
+2% +$197K 0.12% 101
2025
Q1 		$7.5M Buy
75,952
+1,105
+1% +$119K 0.1% 106
2024
Q4 		$8.33M Sell
74,847
-1,125
-1% -$118K 0.13% 102
2024
Q3 		$7.15M Sell
75,972
-32,653
-30% -$3M 0.12% 116
2024
Q2 		$10.8M Sell
108,625
-10,543
-9% -$1.13M 0.17% 85
2024
Q1 		$14.6M Sell
119,168
-72,351
-38% -$7.56M 0.34% 65
2023
Q4 		$17.3M Buy
191,519
+21,063
+12% +$1.86M 0.38% 60
2023
Q3 		$13.9M Buy
170,456
+151
+0.1% +$12.9K 0.34% 72
2023
Q2 		$15.2M Sell
170,305
-5,823
-3% -$552K 0.37% 65
2023
Q1 		$17.6M Sell
176,128
-19,730
-10% -$1.99M 0.51% 48
2022
Q4 		$17M Buy
195,858
+15,440
+9% +$1.48M 0.53% 46
2022
Q3 		$17M Sell
180,418
-1,632
-0.9% -$175K 0.66% 38
2022
Q2 		$17.2M Sell
182,050
-5,341
-3% -$593K 0.52% 50
2022
Q1 		$25.7M Buy
187,391
+21,085
+13% +$3.05M 0.6% 37
2021
Q4 		$25.8M Buy
+166,306
New +$26.9M 0.66% 29

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Group Foundation's DIS Position: Q1 2026 in Review

LGT Group Foundation reduced its Walt Disney (DIS) stake by 14% in Q1 2026, selling an estimated $1.03M and leaving 61,343 shares worth $5.91M. The position accounts for 0.07% of the portfolio, ranked #111.

LGT Group Foundation first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $25.8M in Q4 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • LGT Group Foundation held 61,343 shares of Walt Disney worth $5.91M as of Q1 2026.
  • LGT Group Foundation sold 9,710 Walt Disney shares in Q1 2026, an estimated $1.03M.
  • Walt Disney made up 0.07% of LGT Group Foundation's portfolio in Q1 2026, its #111 holding.
  • LGT Group Foundation first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's Walt Disney position peaked at $25.8M in Q4 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.