Lido Advisors’s Walt Disney DIS Stock Holding History

Lido 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 Q1	–	Sell	-600	Closed	-$68.3K	–	1991
2025 Q4	$68.3K	Hold	600	–	–	﹤0.01%	1872
2025 Q3	$68.7K	Buy	+600	New	+$70.7K	﹤0.01%	1779
2024 Q4	–	Sell	-1,900	Closed	-$183K	–	1520
2024 Q3	$183K	Buy	1,900 +1,700	+850%	+$156K	﹤0.01%	1356
2024 Q2	$19.9K	Hold	200	–	–	﹤0.01%	1399
2024 Q1	$24.5K	Buy	200 +100	+100%	+$10.4K	﹤0.01%	1365
2023 Q4	$9.03K	Buy	+100	New	+$8.82K	﹤0.01%	1339
2023 Q1	–	Sell	-3,100	Closed	-$269K	–	1170
2022 Q4	$269K	Hold	3,100	–	–	﹤0.01%	819
2022 Q3	$292K	Hold	3,100	–	–	﹤0.01%	759
2022 Q2	$292K	Sell	3,100 -2,000	-39%	-$222K	﹤0.01%	753
2022 Q1	$699K	Hold	5,100	–	–	0.01%	485
2021 Q4	$795K	Buy	5,100 +1,100	+28%	+$178K	0.01%	471
2021 Q3	$676K	Buy	4,000 +1,100	+38%	+$196K	0.01%	488
2021 Q2	$509K	Buy	2,900 +1,400	+93%	+$252K	0.01%	540
2021 Q1	$276K	Buy	+1,500	New	+$277K	﹤0.01%	691

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's DIS Position: Q1 2026 in Review

Lido Advisors reduced its Walt Disney (DIS) stake by 3.8% in Q1 2026, selling an estimated $831K and leaving 201,309 shares worth $19.4M. The position accounts for 0.06% of the portfolio, ranked #208.

Lido Advisors first reported a position in DIS in Q1 2016 and has held it in 41 quarters since. The position peaked at $41.5M in Q2 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Lido Advisors held 201,309 shares of Walt Disney worth $19.4M as of Q1 2026.
Lido Advisors sold 7,862 Walt Disney shares in Q1 2026, an estimated $831K.
Walt Disney made up 0.06% of Lido Advisors's portfolio in Q1 2026, its #208 holding.
Lido Advisors first reported a position in Walt Disney in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's Walt Disney position peaked at $41.5M in Q2 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.