LVM CAPITAL MANAGEMENT LTD/MI 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.

DIS stock page LVM CAPITAL MANAGEMENT LTD/MI fund profile LVM CAPITAL MANAGEMENT LTD/MI full holdings
How LVM CAPITAL MANAGEMENT LTD/MI held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing 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.) $103.36
2025 Q4 REDUCED 89.8% -15.3% ✅ 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 10.4% -11.4% ✅ 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 8.5% +34.6% ❌ 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

🏢 Other funds also holding DIS

As of 2026 Q1 — sorted by position size

Granite Group Advisors, LLC 39.14% Lindsell Train Ltd 3Y 7Y 9.85% Focused Investors LLC 3Y 7Y 5.77% CFC Planning Co LLC 3.74% CACTI ASSET MANAGEMENT LLC 3Y 7Y 3.2% Legal Advantage Investments, Inc. 3Y 3.02% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 2.66% Quintet Private Bank (Europe) S.A. 2.65% Daytona Street Capital LLC 2.26% Olstein Capital Management, L.P. 3Y 7Y 2.19%

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.

How well did LVM CAPITAL MANAGEMENT LTD/MI time their DIS position?

Based on 13F filing dates vs. subsequent DIS price moves, LVM CAPITAL MANAGEMENT LTD/MI correctly timed 22 out of 39 reported position changes (56%). The annualised alpha on DIS relative to SPY over the holding period was +8.3%.

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