LAM
DIS icon

LOM Asset Management’s Walt Disney DIS Stock Holding History

LOM 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 		$230K Buy
2,389
+328
+16% +$33.4K 0.06% 159
2026
Q1 		$199K Sell
2,061
-7,256
-78% -$767K 0.06% 158
2025
Q4 		$1.06M Sell
9,317
-862
-8% -$94.9K 0.31% 92
2025
Q3 		$1.17M Buy
10,179
+1,705
+20% +$201K 0.36% 85
2025
Q2 		$1.05M Buy
+8,474
New +$880K 0.36% 86

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

LOM Asset Management's DIS Position: Q2 2026 in Review

LOM Asset Management increased its Walt Disney (DIS) stake by 16% in Q2 2026, buying an estimated $33.4K and bringing the position to 2,389 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #159.

LOM Asset Management first reported a position in DIS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LOM Asset Management held 2,389 shares of Walt Disney worth $230K as of Q2 2026.
  • LOM Asset Management bought 328 Walt Disney shares in Q2 2026, an estimated $33.4K.
  • Walt Disney made up 0.06% of LOM Asset Management's portfolio in Q2 2026, its #159 holding.
  • LOM Asset Management first reported a position in Walt Disney in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Walt Disney position peaked at $1.17M in Q3 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.