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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

LJI Wealth Management's DIS Position: Q1 2026 in Review

LJI Wealth Management increased its Walt Disney (DIS) stake by 2.5% in Q1 2026, buying an estimated $13.4K and bringing the position to 5,192 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #104.

LJI Wealth Management first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2024. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

LJI Wealth Management held 5,192 shares of Walt Disney worth $500K as of Q1 2026.
LJI Wealth Management bought 127 Walt Disney shares in Q1 2026, an estimated $13.4K.
Walt Disney made up 0.08% of LJI Wealth Management's portfolio in Q1 2026, its #104 holding.
LJI Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's Walt Disney position peaked at $2.35M in Q1 2024.
2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.