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Lynch Asset Management’s Walt Disney DIS Stock Holding History

Lynch Asset 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
Q1 		$4.04M Sell
41,900
-400
-0.9% -$42.3K 1.35% 22
2025
Q4 		$4.81M Sell
42,300
-600
-1% -$66.1K 1.51% 20
2025
Q3 		$4.91M Buy
42,900
+225
+0.5% +$26.5K 1.57% 20
2025
Q2 		$5.29M Buy
42,675
+150
+0.4% +$15.6K 1.87% 14
2025
Q1 		$4.2M Sell
42,525
-150
-0.4% -$16.1K 1.88% 17
2024
Q4 		$4.75M Sell
42,675
-300
-0.7% -$31.5K 1.92% 15
2024
Q3 		$4.13M Buy
42,975
+5,700
+15% +$524K 1.74% 16
2024
Q2 		$3.7M Buy
37,275
+650
+2% +$70K 1.58% 19
2024
Q1 		$4.48M Buy
36,625
+3,950
+12% +$413K 2.11% 16
2023
Q4 		$2.95M Buy
32,675
+4,100
+14% +$361K 1.69% 22
2023
Q3 		$2.32M Buy
28,575
+1,700
+6% +$145K 1.52% 25
2023
Q2 		$2.4M Buy
26,875
+200
+0.7% +$18.9K 1.54% 25
2023
Q1 		$2.67M Buy
26,675
+6,250
+31% +$630K 1.92% 19
2022
Q4 		$1.77M Sell
20,425
-1,500
-7% -$143K 1.53% 25
2022
Q3 		$2.07M Hold
21,925
– – 1.86% 22
2022
Q2 		$2.07M Buy
21,925
+4,750
+28% +$527K 1.69% 24
2022
Q1 		$2.36M Hold
17,175
– – 1.68% 23
2021
Q4 		$2.66M Buy
+17,175
New +$2.77M 1.85% 23

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lynch Asset Management's DIS Position: Q1 2026 in Review

Lynch Asset Management reduced its Walt Disney (DIS) stake by 0.95% in Q1 2026, selling an estimated $42.3K and leaving 41,900 shares worth $4.04M. The position accounts for 1.35% of the portfolio, ranked #22.

Lynch Asset Management first reported a position in DIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.29M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Lynch Asset Management held 41,900 shares of Walt Disney worth $4.04M as of Q1 2026.
  • Lynch Asset Management sold 400 Walt Disney shares in Q1 2026, an estimated $42.3K.
  • Walt Disney made up 1.35% of Lynch Asset Management's portfolio in Q1 2026, its #22 holding.
  • Lynch Asset Management first reported a position in Walt Disney in Q4 2021 and has held it in 18 quarters since.
  • Lynch Asset Management's Walt Disney position peaked at $5.29M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.