LSWM
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Lorne Steinberg Wealth Management’s Walt Disney DIS Stock Holding History

Lorne Steinberg 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 		$7.12M Buy
73,934
+1,924
+3% +$196K 1.46% 31
2026
Q1 		$6.94M Buy
72,010
+685
+1% +$72.4K 1.64% 31
2025
Q4 		$8.11M Sell
71,325
-20
-0% -$2.2K 1.87% 25
2025
Q3 		$8.17M Sell
71,345
-500
-0.7% -$58.9K 1.97% 21
2025
Q2 		$8.91M Buy
71,845
+6,970
+11% +$724K 2.33% 16
2025
Q1 		$6.4M Buy
64,875
+70
+0.1% +$7.52K 1.87% 24
2024
Q4 		$7.22M Buy
64,805
+1,337
+2% +$140K 2.09% 18
2024
Q3 		$6.1M Sell
63,468
-680
-1% -$62.6K 1.77% 29
2024
Q2 		$6.37M Buy
64,148
+445
+0.7% +$47.9K 2.05% 18
2024
Q1 		$7.79M Buy
63,703
+14
+0% +$1.46K 2.43% 12
2023
Q4 		$5.75M Sell
63,689
-865
-1% -$76.3K 1.93% 23
2023
Q3 		$5.23M Sell
64,554
-595
-0.9% -$50.8K 2.01% 21
2023
Q2 		$5.82M Sell
65,149
-350
-0.5% -$33.2K 2.19% 17
2023
Q1 		$6.56M Buy
65,499
+7,745
+13% +$781K 2.62% 7
2022
Q4 		$5.02M Buy
57,754
+345
+0.6% +$33K 2.16% 17
2022
Q3 		$5.42M Buy
57,409
+15,226
+36% +$1.63M 2.63% 11
2022
Q2 		$3.98M Buy
42,183
+1,391
+3% +$154K 1.87% 24
2022
Q1 		$5.59M Buy
40,792
+741
+2% +$107K 2.58% 14
2021
Q4 		$6.2M Buy
40,051
+6,715
+20% +$1.08M 2.67% 11
2021
Q3 		$5.64M Buy
33,336
+650
+2% +$116K 2.73% 12
2021
Q2 		$5.75M Buy
32,686
+427
+1% +$76.8K 2.82% 11
2021
Q1 		$5.95M Buy
32,259
+70
+0.2% +$12.9K 3.15% 5
2020
Q4 		$5.85M Buy
+32,189
New +$4.62M 3.64% 2

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

Lorne Steinberg Wealth Management's DIS Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Walt Disney (DIS) stake by 2.7% in Q2 2026, buying an estimated $196K and bringing the position to 73,934 shares worth $7.12M. The position accounts for 1.46% of the portfolio, ranked #31.

Lorne Steinberg Wealth Management first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.91M in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Lorne Steinberg Wealth Management held 73,934 shares of Walt Disney worth $7.12M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 1,924 Walt Disney shares in Q2 2026, an estimated $196K.
  • Walt Disney made up 1.46% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Lorne Steinberg Wealth Management first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Lorne Steinberg Wealth Management's Walt Disney position peaked at $8.91M in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.