Lodestone Wealth Management’s Walt Disney DIS Stock Holding History

Lodestone Wealth 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	$335K	Sell	3,480 -4	-0.1%	-$408	0.12%	144
2026 Q1	$336K	Sell	3,484 -31	-0.9%	-$3.28K	0.13%	138
2025 Q4	$400K	Sell	3,515 -112	-3%	-$12.3K	0.16%	116
2025 Q3	$415K	Buy	3,627 +59	+2%	+$6.95K	0.19%	115
2025 Q2	$442K	Sell	3,568 -21	-0.6%	-$2.18K	0.22%	103
2025 Q1	$354K	Buy	3,589 +4	+0.1%	+$430	0.19%	109
2024 Q4	$399K	Buy	3,585 +850	+31%	+$89.3K	0.2%	106
2024 Q3	$263K	Buy	2,735 +601	+28%	+$55.3K	0.13%	121
2024 Q2	$212K	Sell	2,134 -20	-0.9%	-$2.15K	0.11%	145
2024 Q1	$264K	Buy	+2,154	New	+$225K	0.14%	129
2023 Q4	–	Sell	-2,809	Closed	-$228K	–	145
2023 Q3	$228K	Sell	2,809 -72	-2%	-$6.15K	0.16%	122
2023 Q2	$257K	Sell	2,881 -10	-0.3%	-$947	0.18%	117
2023 Q1	$289K	Buy	2,891 +72	+3%	+$7.26K	0.22%	108
2022 Q4	$245K	Buy	+2,819	New	+$270K	0.2%	110

Other funds holding DIS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Lodestone Wealth Management's DIS Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Walt Disney (DIS) stake by 0.11% in Q2 2026, selling an estimated $408 and leaving 3,480 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #144.

Lodestone Wealth Management first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $442K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Lodestone Wealth Management held 3,480 shares of Walt Disney worth $335K as of Q2 2026.
Lodestone Wealth Management sold 4 Walt Disney shares in Q2 2026, an estimated $408.
Walt Disney made up 0.12% of Lodestone Wealth Management's portfolio in Q2 2026, its #144 holding.
Lodestone Wealth Management first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's Walt Disney position peaked at $442K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.