LWM
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
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

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

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

LJI Wealth Management increased its Walt Disney (DIS) stake by 19% in Q2 2026, buying an estimated $101K and bringing the position to 6,184 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #98.

LJI Wealth Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q1 2024. 2,943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LJI Wealth Management held 6,184 shares of Walt Disney worth $595K as of Q2 2026.
  • LJI Wealth Management bought 992 Walt Disney shares in Q2 2026, an estimated $101K.
  • Walt Disney made up 0.08% of LJI Wealth Management's portfolio in Q2 2026, its #98 holding.
  • LJI Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Walt Disney position peaked at $2.35M in Q1 2024.
  • 2,943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.