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LVW Advisors’s Walt Disney DIS Stock Holding History

LVW 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
2026
Q2 		$712K Buy
7,393
+116
+2% +$11.8K 0.06% 172
2026
Q1 		$701K Buy
7,277
+1,114
+18% +$118K 0.07% 150
2025
Q4 		$701K Sell
6,163
-621
-9% -$68.4K 0.07% 138
2025
Q3 		$777K Buy
6,784
+51
+0.8% +$6.01K 0.08% 126
2025
Q2 		$835K Buy
6,733
+728
+12% +$75.6K 0.09% 127
2025
Q1 		$593K Buy
6,005
+535
+10% +$57.5K 0.07% 158
2024
Q4 		$609K Buy
5,470
+700
+15% +$73.5K 0.07% 163
2024
Q3 		$459K Sell
4,770
-669
-12% -$61.6K 0.06% 201
2024
Q2 		$540K Buy
5,439
+1,005
+23% +$108K 0.08% 158
2024
Q1 		$543K Buy
4,434
+403
+10% +$42.1K 0.09% 159
2023
Q4 		$364K Buy
4,031
+838
+26% +$73.9K 0.07% 185
2023
Q3 		$259K Sell
3,193
-291
-8% -$24.9K 0.05% 190
2023
Q2 		$311K Sell
3,484
-518
-13% -$49.1K 0.06% 168
2023
Q1 		$401K Buy
4,002
+74
+2% +$7.46K 0.08% 159
2022
Q4 		$341K Sell
3,928
-141
-3% -$13.5K 0.07% 175
2022
Q3 		$384K Sell
4,069
-829
-17% -$88.7K 0.09% 153
2022
Q2 		$462K Sell
4,898
-1,223
-20% -$136K 0.09% 145
2022
Q1 		$840K Sell
6,121
-821
-12% -$119K 0.14% 101
2021
Q4 		$1.07M Buy
6,942
+349
+5% +$56.4K 0.18% 90
2021
Q3 		$1.11M Sell
6,593
-414
-6% -$73.8K 0.19% 84
2021
Q2 		$1.23M Buy
7,007
+87
+1% +$15.6K 0.22% 75
2021
Q1 		$1.28M Buy
6,920
+26
+0.4% +$4.79K 0.25% 67
2020
Q4 		$1.25M Sell
6,894
-651
-9% -$93.4K 0.25% 65
2020
Q3 		$936K Sell
7,545
-1,146
-13% -$143K 0.21% 75
2020
Q2 		$969K Sell
8,691
-20,431
-70% -$2.26M 0.23% 63
2020
Q1 		$2.81M Buy
29,122
+8,156
+39% +$1.03M 0.75% 42
2019
Q4 		$3.03M Buy
20,966
+6,758
+48% +$943K 0.69% 44
2019
Q3 		$1.85M Buy
14,208
+7,326
+106% +$1.01M 0.46% 58
2019
Q2 		$961K Buy
6,882
+1,758
+34% +$233K 0.27% 63
2019
Q1 		$569K Sell
5,124
-126
-2% -$14.1K 0.15% 92
2018
Q4 		$576K Buy
5,250
+551
+12% +$62.6K 0.19% 71
2018
Q3 		$550K Buy
4,699
+316
+7% +$35.2K 0.15% 92
2018
Q2 		$459K Sell
4,383
-750
-15% -$76.7K 0.15% 92
2018
Q1 		$516K Buy
5,133
+1,599
+45% +$170K 0.16% 85
2017
Q4 		$380K Sell
3,534
-142
-4% -$14.6K 0.11% 97
2017
Q3 		$362K Sell
3,676
-153
-4% -$15.7K 0.14% 103
2017
Q2 		$407K Sell
3,829
-241
-6% -$26.4K 0.14% 85
2017
Q1 		$461K Sell
4,070
-138
-3% -$15.2K 0.17% 79
2016
Q4 		$439K Buy
4,208
+179
+4% +$17.5K 0.15% 85
2016
Q3 		$374K Buy
4,029
+217
+6% +$20.8K 0.12% 89
2016
Q2 		$373K Sell
3,812
-1,914
-33% -$191K 0.14% 81
2016
Q1 		$569K Sell
5,726
-263
-4% -$25.4K 0.18% 68
2015
Q4 		$629K Buy
5,989
+1,645
+38% +$183K 0.25% 57
2015
Q3 		$444K Buy
4,344
+523
+14% +$57K 0.2% 74
2015
Q2 		$436K Buy
3,821
+174
+5% +$19.1K 0.19% 81
2015
Q1 		$383K Buy
3,647
+1,085
+42% +$109K 0.18% 91
2014
Q4 		$241K Buy
+2,562
New +$231K 0.13% 134

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
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LVW Advisors's DIS Position: Q2 2026 in Review

LVW Advisors increased its Walt Disney (DIS) stake by 1.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 7,393 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #172.

LVW Advisors first reported a position in DIS in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.03M in Q4 2019. 1,278 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • LVW Advisors held 7,393 shares of Walt Disney worth $712K as of Q2 2026.
  • LVW Advisors bought 116 Walt Disney shares in Q2 2026, an estimated $11.8K.
  • Walt Disney made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #172 holding.
  • LVW Advisors first reported a position in Walt Disney in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Walt Disney position peaked at $3.03M in Q4 2019.
  • 1,278 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.