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 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	$1.27B	Sell	15,336 -596	-4%	-$64.2K	2.06%	6
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 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

LM Advisors's DIS Position: Q1 2026 in Review

LM Advisors reduced its Walt Disney (DIS) stake by 29% in Q1 2026, selling an estimated $50.7K and leaving 1,200 shares worth $12.5K. The position accounts for 0.2% of the portfolio, ranked #90.

LM Advisors first reported a position in DIS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.27B in Q2 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

LM Advisors held 1,200 shares of Walt Disney worth $12.5K as of Q1 2026.
LM Advisors sold 480 Walt Disney shares in Q1 2026, an estimated $50.7K.
Walt Disney made up 0.2% of LM Advisors's portfolio in Q1 2026, its #90 holding.
LM Advisors first reported a position in Walt Disney in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Walt Disney position peaked at $1.27B in Q2 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.