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	-2,000	Closed	-$228K	–	1992
2025 Q4	$228K	Hold	2,000	–	–	﹤0.01%	1706
2025 Q3	$229K	Hold	2,000	–	–	﹤0.01%	1623
2025 Q2	$248K	Buy	+2,000	New	+$208K	﹤0.01%	1420
2024 Q4	–	Sell	-3,000	Closed	-$289K	–	1521
2024 Q3	$289K	Hold	3,000	–	–	﹤0.01%	1182
2024 Q2	$298K	Hold	3,000	–	–	﹤0.01%	1128
2024 Q1	$367K	Hold	3,000	–	–	﹤0.01%	997
2023 Q4	$271K	Buy	3,000 +1,000	+50%	+$88.2K	﹤0.01%	1079
2023 Q3	$162K	Sell	2,000 -500	-20%	-$42.7K	﹤0.01%	1103
2023 Q2	$223K	Hold	2,500	–	–	﹤0.01%	1070
2023 Q1	$250K	Hold	2,500	–	–	﹤0.01%	928
2022 Q4	$217K	Sell	2,500 -1,000	-29%	-$95.6K	﹤0.01%	884
2022 Q3	$330K	Hold	3,500	–	–	﹤0.01%	722
2022 Q2	$330K	Hold	3,500	–	–	﹤0.01%	700
2022 Q1	$480K	Buy	3,500 +1,000	+40%	+$145K	0.01%	615
2021 Q4	$389K	Hold	2,500	–	–	﹤0.01%	704
2021 Q3	$422K	Hold	2,500	–	–	0.01%	648
2021 Q2	$439K	Sell	2,500 -700	-22%	-$126K	0.01%	585
2021 Q1	$590K	Hold	3,200	–	–	0.01%	464
2020 Q4	$579K	Buy	+3,200	New	+$459K	0.01%	449
2020 Q3	–	Sell	-2,100	Closed	-$234K	–	655
2020 Q2	$234K	Buy	+2,100	New	+$232K	0.01%	511

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.