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LMG Wealth Partners’s Walt Disney DIS Stock Holding History

LMG Wealth Partners’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 		$2.66M Buy
27,585
+163
+0.6% +$16.6K 0.42% 70
2026
Q1 		$2.64M Buy
27,422
+1,032
+4% +$109K 0.48% 62
2025
Q4 		$3M Sell
26,390
-2,557
-9% -$282K 0.56% 56
2025
Q3 		$3.31M Buy
28,947
+768
+3% +$90.5K 0.62% 52
2025
Q2 		$3.49M Sell
28,179
-13
-0% -$1.35K 0.72% 48
2025
Q1 		$2.78M Buy
28,192
+4,092
+17% +$440K 0.62% 49
2024
Q4 		$2.68M Sell
24,100
-90
-0.4% -$9.45K 0.59% 52
2024
Q3 		$2.33M Buy
24,190
+562
+2% +$51.7K 0.53% 52
2024
Q2 		$2.35M Buy
23,628
+225
+1% +$24.2K 0.58% 50
2024
Q1 		$2.86M Sell
23,403
-5
-0% -$522 0.72% 42
2023
Q4 		$2.11M Buy
23,408
+726
+3% +$64K 0.59% 50
2023
Q3 		$1.84M Buy
22,682
+7,553
+50% +$645K 0.56% 51
2023
Q2 		$1.35M Buy
15,129
+811
+6% +$76.8K 0.41% 54
2023
Q1 		$1.43M Buy
14,318
+1,244
+10% +$125K 0.46% 54
2022
Q4 		$1.31M Buy
+13,074
New +$1.25M 0.43% 53

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

LMG Wealth Partners's DIS Position: Q2 2026 in Review

LMG Wealth Partners increased its Walt Disney (DIS) stake by 0.59% in Q2 2026, buying an estimated $16.6K and bringing the position to 27,585 shares worth $2.66M. The position accounts for 0.42% of the portfolio, ranked #70.

LMG Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.49M in Q2 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LMG Wealth Partners held 27,585 shares of Walt Disney worth $2.66M as of Q2 2026.
  • LMG Wealth Partners bought 163 Walt Disney shares in Q2 2026, an estimated $16.6K.
  • Walt Disney made up 0.42% of LMG Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • LMG Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Walt Disney position peaked at $3.49M in Q2 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.