Lowe Wealth Advisors’s Walt Disney DIS Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$61.4K	Buy	536 +61	+13%	+$7.18K	0.02%	132
2025 Q2	$58.9K	Buy	475 +77	+19%	+$8K	0.02%	127
2025 Q1	$39.3K	Sell	398 -124	-24%	-$13.3K	0.02%	152
2024 Q4	$58.1K	Sell	522 -54	-9%	-$5.67K	0.02%	119
2024 Q3	$55.4K	Sell	576 -70	-11%	-$6.44K	0.02%	119
2024 Q2	$64.1K	Hold	646	–	–	0.03%	107
2024 Q1	$79K	Sell	646 -100	-13%	-$10.4K	0.04%	91
2023 Q4	$67.4K	Hold	746	–	–	0.03%	94
2023 Q3	$60.5K	Sell	746 -116	-13%	-$9.91K	0.03%	96
2023 Q2	$77K	Sell	862 -73	-8%	-$6.92K	0.04%	91
2023 Q1	$93.7K	Sell	935 -25	-3%	-$2.52K	0.05%	78
2022 Q4	$83.4K	Hold	960	–	–	0.05%	80
2022 Q3	$91K	Buy	960 +344	+56%	+$36.8K	0.05%	68
2022 Q2	$58K	Hold	616	–	–	0.03%	83
2022 Q1	$85K	Hold	616	–	–	0.04%	79
2021 Q4	$95K	Hold	616	–	–	0.04%	72
2021 Q3	$104K	Hold	616	–	–	0.05%	62
2021 Q2	$108K	Hold	616	–	–	0.05%	60
2021 Q1	$114K	Hold	616	–	–	0.06%	55
2020 Q4	$112K	Hold	616	–	–	0.06%	51
2020 Q3	$76K	Buy	616 +133	+28%	+$16.6K	0.04%	55
2020 Q2	$54K	Hold	483	–	–	0.03%	68
2020 Q1	$47K	Sell	483 -5	-1%	-$632	0.03%	64
2019 Q4	$71K	Hold	488	–	–	0.04%	50
2019 Q3	$64K	Buy	488 +1	+0.2%	+$138	0.04%	50
2019 Q2	$68K	Hold	487	–	–	0.04%	49
2019 Q1	$54K	Sell	487 -2,094	-81%	-$234K	0.03%	56
2018 Q4	$283K	Sell	2,581 -181	-7%	-$20.6K	0.19%	25
2018 Q3	$323K	Buy	2,762 +52	+2%	+$5.79K	0.19%	28
2018 Q2	$284K	Buy	2,710 +200	+8%	+$20.5K	0.18%	29
2018 Q1	$252K	Sell	2,510 -88	-3%	-$9.35K	0.16%	30
2017 Q4	$279K	Sell	2,598 -111	-4%	-$11.4K	0.17%	31
2017 Q3	$267K	Buy	2,709 +101	+4%	+$10.4K	0.17%	31
2017 Q2	$277K	Sell	2,608 -175	-6%	-$19.2K	0.18%	31
2017 Q1	$316K	Sell	2,783 -143	-5%	-$15.7K	0.21%	28
2016 Q4	$305K	Buy	2,926 +5	+0.2%	+$488	0.21%	28
2016 Q3	$271K	Buy	2,921 +106	+4%	+$10.2K	0.18%	30
2016 Q2	$275K	Buy	2,815 +2,401	+580%	+$240K	0.18%	31
2016 Q1	$41K	Buy	414 +1	+0.2%	+$97	0.03%	60
2015 Q4	$43K	Buy	413 +45	+12%	+$5.01K	0.03%	57
2015 Q3	$38K	Buy	368 +16	+5%	+$1.74K	0.03%	60
2015 Q2	$40K	Hold	352	–	–	0.03%	77
2015 Q1	$37K	Buy	352 +3	+0.9%	+$303	0.03%	77
2014 Q4	$33K	Buy	+349	New	+$31.5K	0.02%	80

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lowe Wealth Advisors's DIS Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Walt Disney (DIS) stake by 13% in Q3 2025, buying an estimated $7.18K and bringing the position to 536 shares worth $61.4K. The position accounts for 0.02% of the portfolio, ranked #132.

Lowe Wealth Advisors first reported a position in DIS in Q4 2014 and has held it in 44 quarters since. The position peaked at $323K in Q3 2018. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

Lowe Wealth Advisors held 536 shares of Walt Disney worth $61.4K as of Q3 2025.
Lowe Wealth Advisors bought 61 Walt Disney shares in Q3 2025, an estimated $7.18K.
Walt Disney made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #132 holding.
Lowe Wealth Advisors first reported a position in Walt Disney in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's Walt Disney position peaked at $323K in Q3 2018.
3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.