LJI Wealth Management
DIS icon

LJI Wealth Management’s Walt Disney DIS Stock Holding History

LJI 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
Q3 		$495K Sell
4,720
-1,464
-24% -$150K 0.07% 109
2026
Q2 		$595K Buy
6,184
+992
+19% +$101K 0.08% 98
2026
Q1 		$500K Buy
5,192
+127
+3% +$13.4K 0.08% 104
2025
Q4 		$576K Hold
5,065
– – 0.09% 96
2025
Q3 		$580K Sell
5,065
-143
-3% -$16.8K 0.1% 76
2025
Q2 		$646K Sell
5,208
-11
-0.2% -$1.14K 0.11% 73
2025
Q1 		$515K Buy
5,219
+110
+2% +$11.8K 0.1% 82
2024
Q4 		$569K Sell
5,109
-4,817
-49% -$506K 0.11% 78
2024
Q3 		$955K Sell
9,926
-2,399
-19% -$221K 0.2% 55
2024
Q2 		$1.22M Sell
12,325
-6,913
-36% -$744K 0.27% 44
2024
Q1 		$2.35M Sell
19,238
-531
-3% -$55.5K 0.61% 22
2023
Q4 		$1.78M Sell
19,769
-880
-4% -$77.6K 0.46% 31
2023
Q3 		$1.67M Buy
20,649
+10,841
+111% +$926K 0.48% 30
2023
Q2 		$876K Buy
9,808
+595
+6% +$56.4K 0.25% 47
2023
Q1 		$923K Buy
9,213
+313
+4% +$31.6K 0.29% 39
2022
Q4 		$773K Buy
+8,900
New +$851K 0.27% 43

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LJI Wealth Management's DIS Position: Q3 2026 in Review

LJI Wealth Management reduced its Walt Disney (DIS) stake by 24% in Q3 2026, selling an estimated $150K and leaving 4,720 shares worth $495K. The position accounts for 0.07% of the portfolio, ranked #109.

LJI Wealth Management first reported a position in DIS in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.35M in Q1 2024. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • LJI Wealth Management held 4,720 shares of Walt Disney worth $495K as of Q3 2026.
  • LJI Wealth Management sold 1,464 Walt Disney shares in Q3 2026, an estimated $150K.
  • Walt Disney made up 0.07% of LJI Wealth Management's portfolio in Q3 2026, its #109 holding.
  • LJI Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 16 quarters since.
  • LJI Wealth Management's Walt Disney position peaked at $2.35M in Q1 2024.
  • 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.