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Lodestar Private Asset Management’s Walt Disney DIS Stock Holding History

Lodestar Private Asset Management’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 		$270K Sell
2,806
-116
-4% -$11.8K 0.02% 202
2026
Q1 		$282K Sell
2,922
-289
-9% -$30.5K 0.03% 197
2025
Q4 		$365K Sell
3,211
-95
-3% -$10.5K 0.04% 171
2025
Q3 		$379K Sell
3,306
-326
-9% -$38.4K 0.04% 171
2025
Q2 		$450K Buy
3,632
+446
+14% +$46.3K 0.05% 150
2025
Q1 		$314K Buy
3,186
+151
+5% +$16.2K 0.04% 172
2024
Q4 		$338K Sell
3,035
-136
-4% -$14.3K 0.04% 166
2024
Q3 		$305K Buy
3,171
+97
+3% +$8.93K 0.04% 179
2024
Q2 		$305K Sell
3,074
-50
-2% -$5.38K 0.04% 171
2024
Q1 		$382K Sell
3,124
-132
-4% -$13.8K 0.05% 154
2023
Q4 		$294K Sell
3,256
-17
-0.5% -$1.5K 0.05% 168
2023
Q3 		$265K Sell
3,273
-203
-6% -$17.3K 0.05% 168
2023
Q2 		$310K Buy
3,476
+8
+0.2% +$758 0.05% 157
2023
Q1 		$347K Buy
3,468
+180
+5% +$18.1K 0.06% 147
2022
Q4 		$286K Buy
+3,288
New +$314K 0.05% 159

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 $3.37T AUM 44.26% 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

Lodestar Private Asset Management's DIS Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Walt Disney (DIS) stake by 4% in Q2 2026, selling an estimated $11.8K and leaving 2,806 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #202.

Lodestar Private Asset Management first reported a position in DIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $450K in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lodestar Private Asset Management held 2,806 shares of Walt Disney worth $270K as of Q2 2026.
  • Lodestar Private Asset Management sold 116 Walt Disney shares in Q2 2026, an estimated $11.8K.
  • Walt Disney made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #202 holding.
  • Lodestar Private Asset Management first reported a position in Walt Disney in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's Walt Disney position peaked at $450K in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.