LWA
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Lineweaver Wealth Advisors’s Walt Disney DIS Stock Holding History

Lineweaver Wealth 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 		$973K Buy
10,104
+1,257
+14% +$128K 0.12% 120
2026
Q1 		$853K Sell
8,847
-507
-5% -$53.6K 0.12% 118
2025
Q4 		$1.06M Buy
9,354
+682
+8% +$75.1K 0.14% 102
2025
Q3 		$993K Buy
8,672
+1,230
+17% +$145K 0.15% 103
2025
Q2 		$923K Buy
7,442
+1,159
+18% +$120K 0.15% 98
2025
Q1 		$621K Buy
6,283
+212
+3% +$22.8K 0.11% 105
2024
Q4 		$678K Sell
6,071
-941
-13% -$98.8K 0.13% 99
2024
Q3 		$675K Buy
7,012
+819
+13% +$75.4K 0.13% 97
2024
Q2 		$615K Sell
6,193
-133
-2% -$14.3K 0.13% 98
2024
Q1 		$774K Buy
6,326
+66
+1% +$6.89K 0.18% 88
2023
Q4 		$565K Buy
6,260
+2,057
+49% +$181K 0.15% 95
2023
Q3 		$341K Buy
4,203
+1,776
+73% +$152K 0.1% 112
2023
Q2 		$217K Sell
2,427
-53
-2% -$5.02K 0.06% 111
2023
Q1 		$248K Sell
2,480
-3
-0.1% -$302 0.08% 112
2022
Q4 		$216K Sell
2,483
-4,630
-65% -$443K 0.07% 116
2022
Q3 		$671K Buy
7,113
+96
+1% +$10.3K 0.22% 76
2022
Q2 		$662K Sell
7,017
-72
-1% -$7.99K 0.22% 75
2022
Q1 		$972K Buy
7,089
+693
+11% +$100K 0.28% 63
2021
Q4 		$990K Buy
6,396
+449
+8% +$72.5K 0.29% 55
2021
Q3 		$1.01M Buy
5,947
+453
+8% +$80.7K 0.31% 51
2021
Q2 		$965K Buy
5,494
+105
+2% +$18.9K 0.32% 49
2021
Q1 		$994K Buy
5,389
+456
+9% +$84.1K 0.35% 43
2020
Q4 		$893K Buy
4,933
+89
+2% +$12.8K 0.35% 36
2020
Q3 		$601K Buy
4,844
+996
+26% +$124K 0.27% 43
2020
Q2 		$429K Buy
3,848
+1,007
+35% +$111K 0.22% 48
2020
Q1 		$272K Buy
2,841
+68
+2% +$8.6K 0.17% 59
2019
Q4 		$401K Buy
+2,773
New +$387K 0.23% 42

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 $3.37T AUM 44.26% 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

Lineweaver Wealth Advisors's DIS Position: Q2 2026 in Review

Lineweaver Wealth Advisors increased its Walt Disney (DIS) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 10,104 shares worth $973K. The position accounts for 0.12% of the portfolio, ranked #120.

Lineweaver Wealth Advisors first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.06M in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lineweaver Wealth Advisors held 10,104 shares of Walt Disney worth $973K as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,257 Walt Disney shares in Q2 2026, an estimated $128K.
  • Walt Disney made up 0.12% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Lineweaver Wealth Advisors first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Lineweaver Wealth Advisors's Walt Disney position peaked at $1.06M in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.