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LVM Capital Management’s Walt Disney DIS Stock Holding History

LVM Capital 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 		– Sell
-2,216
Closed -$214K – 162
2026
Q1 		$214K Sell
2,216
-1,575
-42% -$166K 0.02% 152
2025
Q4 		$431K Sell
3,791
-33,418
-90% -$3.68M 0.04% 119
2025
Q3 		$4.26M Sell
37,209
-1,291
-3% -$152K 0.41% 46
2025
Q2 		$4.77M Buy
38,500
+456
+1% +$47.4K 0.5% 43
2025
Q1 		$3.75M Buy
38,044
+1,323
+4% +$142K 0.42% 50
2024
Q4 		$4.09M Sell
36,721
-4,265
-10% -$448K 0.44% 46
2024
Q3 		$4.07M Hold
40,986
– – 0.46% 44
2024
Q2 		$4.07M Sell
40,986
-1,605
-4% -$173K 0.46% 44
2024
Q1 		$5.21M Sell
42,591
-1,190
-3% -$124K 0.62% 38
2023
Q4 		$3.95M Sell
43,781
-4,051
-8% -$357K 0.51% 40
2023
Q3 		$3.88M Sell
47,832
-2,360
-5% -$202K 0.55% 41
2023
Q2 		$4.48M Sell
50,192
-450
-0.9% -$42.6K 0.6% 41
2023
Q1 		$5.07M Buy
50,642
+745
+1% +$75.1K 0.7% 41
2022
Q4 		$4.33M Buy
49,897
+1,526
+3% +$146K 0.63% 44
2022
Q3 		$4.56M Sell
48,371
-45,321
-48% -$4.85M 0.7% 42
2022
Q2 		$8.85M Sell
93,692
-452
-0.5% -$50.2K 1.28% 33
2022
Q1 		$12.9M Buy
94,144
+4,760
+5% +$688K 1.71% 22
2021
Q4 		$13.8M Buy
89,384
+673
+0.8% +$109K 1.85% 18
2021
Q3 		$15M Sell
88,711
-251
-0.3% -$44.7K 2.26% 15
2021
Q2 		$15.6M Buy
88,962
+1,563
+2% +$281K 2.39% 13
2021
Q1 		$16.1M Sell
87,399
-1,030
-1% -$190K 2.62% 10
2020
Q4 		$16M Sell
88,429
-8,814
-9% -$1.27M 2.7% 10
2020
Q3 		$12.1M Buy
97,243
+20
+0% +$2.5K 2.34% 16
2020
Q2 		$10.8M Sell
97,223
-1,110
-1% -$123K 2.22% 17
2020
Q1 		$9.5M Buy
98,333
+1,758
+2% +$222K 2.34% 16
2019
Q4 		$14M Buy
96,575
+140
+0.1% +$19.5K 2.76% 11
2019
Q3 		$12.6M Buy
96,435
+2,980
+3% +$412K 2.67% 12
2019
Q2 		$13.1M Sell
93,455
-310
-0.3% -$41.1K 2.97% 10
2019
Q1 		$10.4M Buy
93,765
+3,080
+3% +$344K 2.39% 16
2018
Q4 		$9.94M Buy
90,685
+3,107
+4% +$353K 2.6% 14
2018
Q3 		$10.2M Buy
87,578
+1,305
+2% +$145K 2.34% 16
2018
Q2 		$9.04M Buy
86,273
+1,675
+2% +$171K 2.18% 17
2018
Q1 		$8.5M Buy
84,598
+606
+0.7% +$64.4K 1.96% 19
2017
Q4 		$9.03M Buy
83,992
+1,315
+2% +$135K 2.04% 17
2017
Q3 		$8.15M Buy
82,677
+1,176
+1% +$121K 1.95% 22
2017
Q2 		$8.66M Buy
81,501
+3,750
+5% +$411K 2.21% 18
2017
Q1 		$8.82M Buy
77,751
+725
+0.9% +$79.8K 2.27% 17
2016
Q4 		$8.03M Buy
+77,026
New +$7.51M 2.22% 19
2016
Q3 		– Sell
-38,068
Closed -$3.72M – 118
2016
Q2 		$3.72M Buy
+38,068
New +$3.81M 1.08% 30
2016
Q1 		– Sell
-1,931
Closed -$203K – 108
2015
Q4 		$203K Buy
+1,931
New +$215K 0.07% 103

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's DIS Position: Q2 2026 in Review

LVM Capital Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 2,216 shares — an estimated $214K sold.

LVM Capital Management first reported a position in DIS in Q4 2015 and held it in 40 quarters. The position peaked at $16.1M in Q1 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LVM Capital Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • LVM Capital Management sold 2,216 Walt Disney shares in Q2 2026, an estimated $214K.
  • LVM Capital Management first reported a position in Walt Disney in Q4 2015 and held it in 40 quarters.
  • LVM Capital Management's Walt Disney position peaked at $16.1M in Q1 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.