Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

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DIS holding history

Walt Disney Co in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overview All 13F holders of DIS Full Q2 2026 holdings

Shares (Q2 2026): 31,340
Value: $3.02M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,340	$3.02M	0.2%	−2,306−6.9%	Reduced	Holders
Q1 2026	33,646	$3.24M	0.2%	−1,877−5.3%	Reduced	Holders
Q4 2025	35,523	$4.04M	0.3%	−3,677−9.4%	Reduced	Holders
Q3 2025	39,200	$4.49M	0.3%	−1,136−2.8%	Reduced	Holders
Q2 2025	40,336	$5.00M	0.4%	+1,619+4.2%	Added	Holders
Q1 2025	38,717	$3.82M	0.4%	+827+2.2%	Added	Holders
Q4 2024	37,890	$4.22M	0.4%	−4,225−10.0%	Reduced	Holders
Q3 2024	42,115	$4.05M	0.4%	−3,369−7.4%	Reduced	Holders
Q2 2024	45,484	$4.52M	0.4%	+575+1.3%	Added	Holders
Q1 2024	44,909	$5.50M	0.6%	−1,000−2.2%	Reduced	Holders
Q4 2023	45,909	$4.15M	0.5%	−4,768−9.4%	Reduced	Holders
Q3 2023	50,677	$4.11M	0.6%	−5,932−10.5%	Reduced	Holders
Q2 2023	56,609	$5.05M	0.6%	−394−0.7%	Reduced	Holders
Q1 2023	57,003	$5.71M	0.8%	−1,805−3.1%	Reduced	Holders
Q4 2022	58,808	$5.11M	0.8%	−8,864−13.1%	Reduced	Holders
Q3 2022	67,672	$6.38M	1.1%	−870−1.3%	Reduced	Holders
Q2 2022	68,542	$6.47M	1.1%	−941−1.4%	Reduced	Holders
Q1 2022	69,483	$9.53M	1.2%	+2,858+4.3%	Added	Holders
Q4 2021	66,625	$10.3M	1.2%	+1,349+2.1%	Added	Holders
Q3 2021	65,276	$11.0M	1.3%	+3,328+5.4%	Added	Holders
Q2 2021	61,948	$10.9M	1.3%	+1,721+2.9%	Added	Holders
Q1 2021	60,227	$11.1M	1.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.