LWM
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Lionshead Wealth Management’s Walt Disney DIS Stock Holding History

Lionshead Wealth Management’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 		$395K Buy
4,068
+38
+0.9% +$3.87K 0.26% 69
2026
Q1 		$388K Sell
4,030
-56
-1% -$5.92K 0.29% 69
2025
Q4 		$465K Buy
4,086
+31
+0.8% +$3.41K 0.35% 61
2025
Q3 		$464K Buy
+4,055
New +$478K 0.37% 62

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

Lionshead Wealth Management's DIS Position: Q2 2026 in Review

Lionshead Wealth Management increased its Walt Disney (DIS) stake by 0.94% in Q2 2026, buying an estimated $3.87K and bringing the position to 4,068 shares worth $395K. The position accounts for 0.26% of the portfolio, ranked #69.

Lionshead Wealth Management first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $465K in Q4 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lionshead Wealth Management held 4,068 shares of Walt Disney worth $395K as of Q2 2026.
  • Lionshead Wealth Management bought 38 Walt Disney shares in Q2 2026, an estimated $3.87K.
  • Walt Disney made up 0.26% of Lionshead Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Lionshead Wealth Management first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • Lionshead Wealth Management's Walt Disney position peaked at $465K in Q4 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.