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LM Advisors’s Walt Disney DIS Stock Holding History

LM Advisors’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 		$1.28M Buy
13,221
+12,021
+1,002% +$1.23M 0.15% 94
2026
Q1 		$12.5K Sell
1,200
-480
-29% -$50.7K 0.2% 90
2025
Q4 		$14.7K Sell
1,680
-12,967
-89% -$1.43M 0.26% 75
2025
Q3 		$1.68M Buy
14,647
+1,486
+11% +$175K 0.24% 70
2025
Q2 		$1.63M Buy
13,161
+174
+1% +$18.1K 0.21% 64
2025
Q1 		$1.28M Sell
12,987
-65
-0.5% -$6.99K 0.23% 76
2024
Q4 		$1.46M Sell
13,052
-411
-3% -$43.2K 0.26% 70
2024
Q3 		$1.29M Sell
13,463
-1,873
-12% -$172K 0.26% 66
2024
Q2 		$2.79M Sell
15,336
-596
-4% -$64.2K 0.49% 40
2024
Q1 		$1.95M Sell
15,932
-6,919
-30% -$723K 0.31% 65
2023
Q4 		$2.06M Buy
+22,851
New +$2.01M 0.42% 51

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 $3.38T AUM 44.17% 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

LM Advisors's DIS Position: Q2 2026 in Review

LM Advisors increased its Walt Disney (DIS) stake by 1,002% in Q2 2026, buying an estimated $1.23M and bringing the position to 13,221 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #94.

LM Advisors first reported a position in DIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.79M in Q2 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LM Advisors held 13,221 shares of Walt Disney worth $1.28M as of Q2 2026.
  • LM Advisors bought 12,021 Walt Disney shares in Q2 2026, an estimated $1.23M.
  • Walt Disney made up 0.15% of LM Advisors's portfolio in Q2 2026, its #94 holding.
  • LM Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Walt Disney position peaked at $2.79M in Q2 2024.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.