Lion Street Advisors’s Walt Disney DIS Stock Holding History

Lion Street 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
2025 Q3	$888K	Buy	5,255 +1,911	+57%	+$225K	0.31%	64
2025 Q2	$415K	Sell	3,344 -122	-4%	-$12.7K	0.13%	171
2025 Q1	$342K	Sell	3,466 -37	-1%	-$3.98K	0.11%	187
2024 Q4	$390K	Sell	3,503 -121	-3%	-$12.7K	0.12%	167
2024 Q3	$349K	Sell	3,624 -329	-8%	-$30.3K	0.12%	183
2024 Q2	$393K	Sell	3,953 -487	-11%	-$52.4K	0.15%	152
2024 Q1	$401K	Hold	4,440	–	–	0.16%	134
2023 Q4	$401K	Sell	4,440 -678	-13%	-$59.8K	0.16%	134
2023 Q3	$415K	Sell	5,118 -676	-12%	-$57.7K	0.14%	141
2023 Q2	$980K	Buy	5,794 +3,109	+116%	+$295K	0.33%	62
2023 Q1	$269K	Buy	2,685 +1,429	+114%	+$144K	0.08%	193
2022 Q4	$212K	Buy	+1,256	New	+$120K	0.11%	146
2022 Q3	–	Sell	-1,256	Closed	-$211K	–	138
2022 Q2	$211K	Buy	+1,256	New	+$139K	0.11%	147
2021 Q4	–	Sell	-1,256	Closed	-$211K	–	157
2021 Q3	$211K	Buy	+1,256	New	+$224K	0.11%	143
2020 Q2	–	Sell	-471	Closed	-$45K	–	127
2020 Q1	$45K	Buy	+471	New	+$59.5K	0.25%	54

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lion Street Advisors's DIS Position: Q3 2025 in Review

Lion Street Advisors increased its Walt Disney (DIS) stake by 57% in Q3 2025, buying an estimated $225K and bringing the position to 5,255 shares worth $888K. The position accounts for 0.31% of the portfolio, ranked #64.

Lion Street Advisors first reported a position in DIS in Q1 2020 and has held it in 15 quarters since. The position peaked at $980K in Q2 2023. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Lion Street Advisors held 5,255 shares of Walt Disney worth $888K as of Q3 2025.
Lion Street Advisors bought 1,911 Walt Disney shares in Q3 2025, an estimated $225K.
Walt Disney made up 0.31% of Lion Street Advisors's portfolio in Q3 2025, its #64 holding.
Lion Street Advisors first reported a position in Walt Disney in Q1 2020 and has held it in 15 quarters since.
Lion Street Advisors's Walt Disney position peaked at $980K in Q2 2023.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.