LPL Financial
DIS icon

LPL Financial’s Walt Disney DIS Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-6,000
Closed -$577K – 5324
2024
Q3 		$577K Buy
6,000
+3,600
+150% +$331K ﹤0.01% 3873
2024
Q2 		$238K Buy
+2,400
New +$258K ﹤0.01% 4433
2024
Q1 		– Sell
-5,700
Closed -$515K – 4947
2023
Q4 		$515K Sell
5,700
-300
-5% -$26.4K ﹤0.01% 3648
2023
Q3 		$486K Buy
+6,000
New +$512K ﹤0.01% 3512

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

LPL Financial's DIS Position: Q1 2026 in Review

LPL Financial reduced its Walt Disney (DIS) stake by 12% in Q1 2026, selling an estimated $28.8M and leaving 2,093,687 shares worth $202M. The position accounts for 0.05% of the portfolio, ranked #339.

LPL Financial first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $272M in Q3 2025. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • LPL Financial held 2,093,687 shares of Walt Disney worth $202M as of Q1 2026.
  • LPL Financial sold 272,950 Walt Disney shares in Q1 2026, an estimated $28.8M.
  • Walt Disney made up 0.05% of LPL Financial's portfolio in Q1 2026, its #339 holding.
  • LPL Financial first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Walt Disney position peaked at $272M in Q3 2025.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.