Lyell Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.24M | Sell |
33,646
-1,877
| -5% | -$198K | 0.24% | 80 |
|
|
2025
Q4 | $4.04M | Sell |
35,523
-3,677
| -9% | -$405K | 0.29% | 71 |
|
|
2025
Q3 | $4.49M | Sell |
39,200
-1,136
| -3% | -$134K | 0.33% | 72 |
|
|
2025
Q2 | $5M | Buy |
40,336
+1,619
| +4% | +$168K | 0.4% | 69 |
|
|
2025
Q1 | $3.82M | Buy |
38,717
+827
| +2% | +$88.9K | 0.36% | 72 |
|
|
2024
Q4 | $4.22M | Sell |
37,890
-4,225
| -10% | -$444K | 0.38% | 69 |
|
|
2024
Q3 | $4.05M | Sell |
42,115
-3,369
| -7% | -$310K | 0.37% | 75 |
|
|
2024
Q2 | $4.52M | Buy |
45,484
+575
| +1% | +$61.9K | 0.43% | 70 |
|
|
2024
Q1 | $5.5M | Sell |
44,909
-1,000
| -2% | -$104K | 0.56% | 65 |
|
|
2023
Q4 | $4.15M | Sell |
45,909
-4,768
| -9% | -$420K | 0.47% | 67 |
|
|
2023
Q3 | $4.11M | Sell |
50,677
-5,932
| -10% | -$507K | 0.55% | 63 |
|
|
2023
Q2 | $5.05M | Sell |
56,609
-394
| -0.7% | -$37.3K | 0.65% | 57 |
|
|
2023
Q1 | $5.71M | Sell |
57,003
-1,805
| -3% | -$182K | 0.8% | 49 |
|
|
2022
Q4 | $5.11M | Sell |
58,808
-8,864
| -13% | -$848K | 0.81% | 49 |
|
|
2022
Q3 | $6.38M | Sell |
67,672
-870
| -1% | -$93.1K | 1.09% | 33 |
|
|
2022
Q2 | $6.47M | Sell |
68,542
-941
| -1% | -$104K | 1.06% | 31 |
|
|
2022
Q1 | $9.53M | Buy |
69,483
+2,858
| +4% | +$413K | 1.23% | 27 |
|
|
2021
Q4 | $10.3M | Buy |
66,625
+1,349
| +2% | +$218K | 1.18% | 30 |
|
|
2021
Q3 | $11M | Buy |
65,276
+3,328
| +5% | +$593K | 1.34% | 27 |
|
|
2021
Q2 | $10.9M | Buy |
61,948
+1,721
| +3% | +$310K | 1.35% | 28 |
|
|
2021
Q1 | $11.1M | Buy |
60,227
+4,465
| +8% | +$823K | 1.62% | 19 |
|
|
2020
Q4 | $10.1M | Buy |
55,762
+2,310
| +4% | +$332K | 1.61% | 20 |
|
|
2020
Q3 | $6.63M | Sell |
53,452
-770
| -1% | -$96.2K | 1.24% | 31 |
|
|
2020
Q2 | $6.05M | Buy |
54,222
+2,951
| +6% | +$326K | 1.33% | 30 |
|
|
2020
Q1 | $4.95M | Buy |
51,271
+3,945
| +8% | +$499K | 1.48% | 27 |
|
|
2019
Q4 | $6.88M | Buy |
47,326
+3,772
| +9% | +$526K | 1.84% | 16 |
|
|
2019
Q3 | $5.68M | Buy |
43,554
+2,999
| +7% | +$415K | 1.71% | 22 |
|
|
2019
Q2 | $5.66M | Buy |
40,555
+4,750
| +13% | +$630K | 1.71% | 18 |
|
|
2019
Q1 | $3.98M | Buy |
35,805
+2,648
| +8% | +$296K | 1.33% | 29 |
|
|
2018
Q4 | $3.66M | Buy |
33,157
+25,828
| +352% | +$2.94M | 1.53% | 27 |
|
|
2018
Q3 | $857K | Buy |
7,329
+5,000
| +215% | +$557K | 0.29% | 71 |
|
|
2018
Q2 | $244K | Buy |
2,329
+350
| +18% | +$35.8K | 0.09% | 100 |
|
|
2018
Q1 | $199K | Hold |
1,979
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $214K | Sell |
1,979
-12,628
| -86% | -$1.3M | 0.09% | 105 |
|
|
2017
Q3 | $1.44M | Sell |
14,607
-7,123
| -33% | -$733K | 0.62% | 60 |
|
|
2017
Q2 | $2.31M | Buy |
21,730
+1,881
| +9% | +$206K | 1.12% | 41 |
|
|
2017
Q1 | $2.25M | Buy |
19,849
+390
| +2% | +$42.9K | 1.22% | 40 |
|
|
2016
Q4 | $2.04M | Buy |
+19,459
| New | +$1.9M | 1.27% | 40 |
|
Other funds holding DIS
VCM
VPM
Lyell Wealth Management's DIS Position: Q1 2026 in Review
Lyell Wealth Management reduced its Walt Disney (DIS) stake by 5.3% in Q1 2026, selling an estimated $198K and leaving 33,646 shares worth $3.24M. The position accounts for 0.24% of the portfolio, ranked #80.
Lyell Wealth Management first reported a position in DIS in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Lyell Wealth Management held 33,646 shares of Walt Disney worth $3.24M as of Q1 2026.
- Lyell Wealth Management sold 1,877 Walt Disney shares in Q1 2026, an estimated $198K.
- Walt Disney made up 0.24% of Lyell Wealth Management's portfolio in Q1 2026, its #80 holding.
- Lyell Wealth Management first reported a position in Walt Disney in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Walt Disney position peaked at $11.1M in Q1 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.