Lloyd Advisory Services’s Walt Disney DIS Stock Holding History

Lloyd Advisory Services’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	$21.7K	Sell	225 -243	-52%	-$25.7K	0.01%	378
2025 Q4	$53.2K	Buy	+468	New	+$51.5K	0.02%	230
2024 Q2	–	Sell	-9,515	Closed	-$1.16M	–	120
2024 Q1	$1.16M	Buy	+9,515	New	+$994K	0.25%	72
2023 Q4	–	Sell	-12,564	Closed	-$1.02M	–	199
2023 Q3	$1.02M	Buy	+12,564	New	+$1.07M	0.34%	63
2022 Q2	–	Sell	-493	Closed	-$68K	–	183
2022 Q1	$68K	Buy	493 +51	+12%	+$7.37K	0.03%	196
2021 Q4	$68K	Sell	442 -3	-0.7%	-$485	0.03%	165
2021 Q3	$75K	Buy	445 +206	+86%	+$36.7K	0.04%	136
2021 Q2	$42K	Buy	239 +6	+3%	+$1.08K	0.02%	172
2021 Q1	$43K	Buy	233 +158	+211%	+$29.1K	0.02%	149
2020 Q4	$14K	Buy	75 +37	+97%	+$5.31K	0.01%	181
2020 Q3	$5K	Sell	38 -29	-43%	-$3.63K	﹤0.01%	224
2020 Q2	$7K	Sell	67 -93	-58%	-$10.3K	﹤0.01%	194
2020 Q1	$15K	Sell	160 -177	-53%	-$22.4K	0.01%	155
2019 Q4	$49K	Buy	+337	New	+$47K	0.04%	119

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

Lloyd Advisory Services's DIS Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Walt Disney (DIS) stake by 52% in Q1 2026, selling an estimated $25.7K and leaving 225 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #378.

Lloyd Advisory Services first reported a position in DIS in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Lloyd Advisory Services held 225 shares of Walt Disney worth $21.7K as of Q1 2026.
Lloyd Advisory Services sold 243 Walt Disney shares in Q1 2026, an estimated $25.7K.
Walt Disney made up 0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #378 holding.
Lloyd Advisory Services first reported a position in Walt Disney in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Walt Disney position peaked at $1.16M in Q1 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.