DIS WALT DISNEY COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  42 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported WALT DISNEY COM (DIS) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2024 Q1. The latest visible filing shows DIS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LVM CAPITAL MANAGEMENT LTD/MI's position in WALT DISNEY COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LVM CAPITAL MANAGEMENT LTD/MI held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,216 -1,575 -41.5% 0.02% $214K 2026-05-15 (Est.) $nan
2025 Q4 REDUCED 3,791 -33,418 -89.8% 0.04% $431K 2026-01-12 $112.82
2025 Q3 REDUCED 37,209 -1,291 -3.4% 0.41% $4.3M 2025-10-09 $110.24
2025 Q2 ADDED 38,500 +456 +1.2% 0.50% $4.8M 2025-07-02 $122.15
2025 Q1 ADDED 38,044 +1,323 +3.6% 0.42% $3.8M 2025-04-08 $80.83
2024 Q4 REDUCED 36,721 -4,265 -10.4% 0.44% $4.1M 2025-01-10 $107.46
2024 Q3 UNCHANGED 40,986 0% 0.46% $4.1M 2024-10-03 $92.20
2024 Q2 REDUCED 40,986 -1,605 -3.8% 0.46% $4.1M 2024-07-16 $96.96
2024 Q1 REDUCED 42,591 -1,190 -2.7% 0.62% $5.2M 2024-04-15 $110.71
2023 Q4 REDUCED 43,781 -4,051 -8.5% 0.51% $4.0M 2024-01-12 $88.56
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning DIS?

LVM CAPITAL MANAGEMENT LTD/MI reported DIS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIS position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for DIS was 0.62% in 2024 Q1.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 2,216 shares, equal to 0.02% of portfolio, with an estimated market value of $214K.

What does the chart on this DIS ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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