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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodestar Private Asset Management's DIS Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Walt Disney (DIS) stake by 9% in Q1 2026, selling an estimated $30.5K and leaving 2,922 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #197.

Lodestar Private Asset Management first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $450K in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Lodestar Private Asset Management held 2,922 shares of Walt Disney worth $282K as of Q1 2026.
  • Lodestar Private Asset Management sold 289 Walt Disney shares in Q1 2026, an estimated $30.5K.
  • Walt Disney made up 0.03% of Lodestar Private Asset Management's portfolio in Q1 2026, its #197 holding.
  • Lodestar Private Asset Management first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
  • Lodestar Private Asset Management's Walt Disney position peaked at $450K in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.