Lockerman Financial Group’s Walt Disney DIS Stock Holding History

Lockerman Financial Group’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
2025 Q2	–	Sell	-4,108	Closed	-$405K	–	128
2025 Q1	$405K	Sell	4,108 -24	-0.6%	-$2.58K	0.61%	51
2024 Q4	$460K	Sell	4,132 -80	-2%	-$8.4K	0.78%	37
2024 Q3	$405K	Buy	4,212 +664	+19%	+$61.1K	0.69%	46
2024 Q2	$352K	Buy	3,548 +116	+3%	+$12.5K	0.64%	50
2024 Q1	$420K	Buy	+3,432	New	+$358K	0.8%	38
2023 Q2	–	Sell	-2,133	Closed	-$214K	–	77
2023 Q1	$214K	Buy	+2,133	New	+$215K	0.59%	67

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lockerman Financial Group's DIS Position: Q2 2025 in Review

Lockerman Financial Group sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 4,108 shares — an estimated $405K sold.

Lockerman Financial Group first reported a position in DIS in Q1 2023 and held it in 6 quarters. The position peaked at $460K in Q4 2024. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

Lockerman Financial Group reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
Lockerman Financial Group sold 4,108 Walt Disney shares in Q2 2025, an estimated $405K.
Lockerman Financial Group first reported a position in Walt Disney in Q1 2023 and held it in 6 quarters.
Lockerman Financial Group's Walt Disney position peaked at $460K in Q4 2024.
3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Lockerman Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.