Lynx Capital Group’s Walt Disney DIS Stock Holding History

Lynx Capital Group’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
2025 Q1	–	Sell	-20,633	Closed	-$2.3M	–	78
2024 Q4	$2.3M	Sell	20,633 -69	-0.3%	-$7.25K	1.32%	38
2024 Q3	$1.99M	Buy	20,702 +848	+4%	+$78K	1.29%	39
2024 Q2	$1.97M	Buy	19,854 +94	+0.5%	+$10.1K	1.36%	37
2024 Q1	$2.42M	Buy	19,760 +858	+5%	+$89.6K	1.63%	30
2023 Q4	$1.71M	Buy	+18,902	New	+$1.67M	1.24%	40

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lynx Capital Group's DIS Position: Q1 2025 in Review

Lynx Capital Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 20,633 shares — an estimated $2.3M sold.

Lynx Capital Group first reported a position in DIS in Q4 2023 and held it in 5 quarters. The position peaked at $2.42M in Q1 2024. 3,070 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Lynx Capital Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Lynx Capital Group sold 20,633 Walt Disney shares in Q1 2025, an estimated $2.3M.
Lynx Capital Group first reported a position in Walt Disney in Q4 2023 and held it in 5 quarters.
Lynx Capital Group's Walt Disney position peaked at $2.42M in Q1 2024.
3,070 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Lynx Capital Group's 13F filing for Q1 2025, filed 12 Aug 2026.