Lugano Financial Advisors SA (LFA)’s Walt Disney DIS Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$15.1K	Hold	157	–	–	0.01%	196
2025 Q4	$17.9K	Hold	157	–	–	0.01%	199
2025 Q3	$18K	Hold	157	–	–	0.01%	193
2025 Q2	$19.5K	Buy	+157	New	+$16.3K	0.01%	185
2024 Q4	–	Sell	-300	Closed	-$28.9K	–	195
2024 Q3	$28.9K	Hold	300	–	–	0.02%	160
2024 Q2	$29.8K	Hold	300	–	–	0.02%	147
2024 Q1	$36.7K	Hold	300	–	–	0.03%	136
2023 Q4	$27.1K	Sell	300 -500	-63%	-$44.1K	0.02%	131
2023 Q3	$64.8K	Hold	800	–	–	0.06%	104
2023 Q2	$71.4K	Buy	+800	New	+$75.8K	0.05%	116
2021 Q1	–	Sell	-1,787	Closed	-$324K	–	104
2020 Q4	$324K	Hold	1,787	–	–	0.25%	50
2020 Q3	$236K	Hold	1,787	–	–	0.22%	60
2020 Q2	$208K	Sell	1,787 -3,158	-64%	-$349K	0.22%	59
2020 Q1	$684K	Sell	4,945 -193	-4%	-$24.4K	0.62%	35
2019 Q4	$743K	Buy	+5,138	New	+$717K	0.54%	32
2019 Q2	$1.11M	Buy	7,920 +345	+5%	+$45.8K	0.69%	23
2019 Q1	$841K	Buy	7,575 +105	+1%	+$11.7K	0.5%	29
2018 Q4	$874K	Hold	7,470	–	–	0.61%	31
2018 Q3	$874K	Buy	7,470 +900	+14%	+$100K	0.61%	31
2018 Q2	$684K	Buy	+6,570	New	+$672K	0.66%	38

Other funds holding DIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Lugano Financial Advisors SA (LFA)'s DIS Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Walt Disney (DIS) position steady in Q1 2026 at 157 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #196.

Lugano Financial Advisors SA (LFA) first reported a position in DIS in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.11M in Q2 2019. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 157 shares of Walt Disney worth $15.1K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Walt Disney share count unchanged in Q1 2026.
Walt Disney made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #196 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Walt Disney in Q2 2018 and has held it in 20 quarters since.
Lugano Financial Advisors SA (LFA)'s Walt Disney position peaked at $1.11M in Q2 2019.
2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.