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 $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

LPL Financial's DIS Position: Q2 2026 in Review

LPL Financial reduced its Walt Disney (DIS) stake by 1.3% in Q2 2026, selling an estimated $2.71M and leaving 2,067,090 shares worth $199M. The position accounts for 0.04% of the portfolio, ranked #389.

LPL Financial first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $272M in Q3 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LPL Financial held 2,067,090 shares of Walt Disney worth $199M as of Q2 2026.
  • LPL Financial sold 26,597 Walt Disney shares in Q2 2026, an estimated $2.71M.
  • Walt Disney made up 0.04% of LPL Financial's portfolio in Q2 2026, its #389 holding.
  • LPL Financial first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Walt Disney position peaked at $272M in Q3 2025.
  • 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.