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 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 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

LMG Wealth Partners's DIS Position: Q1 2026 in Review

LMG Wealth Partners increased its Walt Disney (DIS) stake by 3.9% in Q1 2026, buying an estimated $109K and bringing the position to 27,422 shares worth $2.64M. The position accounts for 0.48% of the portfolio, ranked #62.

LMG Wealth Partners first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.49M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

LMG Wealth Partners held 27,422 shares of Walt Disney worth $2.64M as of Q1 2026.
LMG Wealth Partners bought 1,032 Walt Disney shares in Q1 2026, an estimated $109K.
Walt Disney made up 0.48% of LMG Wealth Partners's portfolio in Q1 2026, its #62 holding.
LMG Wealth Partners first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Walt Disney position peaked at $3.49M in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.