LMR Partners’s Walt Disney DIS Stock Holding History

LMR 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	–	Sell	-5,800	Closed	-$660K	–	1570
2025 Q4	$660K	Hold	5,800	–	–	﹤0.01%	1072
2025 Q3	$664K	Hold	5,800	–	–	﹤0.01%	1044
2025 Q2	$719K	Buy	+5,800	New	+$603K	0.01%	860
2024 Q4	–	Sell	-40,300	Closed	-$3.88M	–	1303
2024 Q3	$3.88M	Hold	40,300	–	–	0.03%	430
2024 Q2	$4M	Sell	40,300 -45,500	-53%	-$4.9M	0.03%	381
2024 Q1	$10.5M	Sell	85,800 -34,400	-29%	-$3.59M	0.11%	183
2023 Q4	$10.9M	Buy	120,200 +51,600	+75%	+$4.55M	0.12%	191
2023 Q3	$5.56M	Buy	+68,600	New	+$5.86M	0.06%	240

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

LMR Partners's DIS Position: Q1 2026 in Review

LMR Partners opened a new position in Walt Disney (DIS) in Q1 2026: 40,837 shares worth $3.94M. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: LMR Partners previously reported a position in DIS as recently as Q3 2024.

LMR Partners first reported a position in DIS in Q1 2014 and has held it in 16 quarters since. The position peaked at $21.4M in Q3 2014. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

LMR Partners held 40,837 shares of Walt Disney worth $3.94M as of Q1 2026.
Walt Disney was a new LMR Partners position in Q1 2026.
Walt Disney made up 0.01% of LMR Partners's portfolio in Q1 2026, its #711 holding.
LMR Partners first reported a position in Walt Disney in Q1 2014 and has held it in 16 quarters since.
LMR Partners's Walt Disney position peaked at $21.4M in Q3 2014.
2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.