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
Q2 		$5.38M Sell
55,948
-5,395
-9% -$550K 0.06% 128
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 $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 $3.38T AUM 44.17% 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

LGT Group Foundation's DIS Position: Q2 2026 in Review

LGT Group Foundation reduced its Walt Disney (DIS) stake by 8.8% in Q2 2026, selling an estimated $550K and leaving 55,948 shares worth $5.38M. The position accounts for 0.06% of the portfolio, ranked #128.

LGT Group Foundation first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.8M in Q4 2021. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LGT Group Foundation held 55,948 shares of Walt Disney worth $5.38M as of Q2 2026.
  • LGT Group Foundation sold 5,395 Walt Disney shares in Q2 2026, an estimated $550K.
  • Walt Disney made up 0.06% of LGT Group Foundation's portfolio in Q2 2026, its #128 holding.
  • LGT Group Foundation first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Walt Disney position peaked at $25.8M in Q4 2021.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.