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Hamilton Capital’s Walt Disney DIS Stock Holding History

Hamilton Capital’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
Q2 		$233K Buy
+1,883
New +$196K 0.01% 121
2025
Q1 		– Sell
-1,998
Closed -$222K – 140
2024
Q4 		$222K Buy
+1,998
New +$210K 0.02% 114
2024
Q2 		– Sell
-2,096
Closed -$256K – 131
2024
Q1 		$256K Buy
+2,096
New +$219K 0.02% 113
2023
Q3 		– Sell
-2,688
Closed -$240K – 127
2023
Q2 		$240K Sell
2,688
-345
-11% -$32.7K 0.02% 97
2023
Q1 		$304K Buy
3,033
+102
+3% +$10.3K 0.02% 84
2022
Q4 		$255K Sell
2,931
-396
-12% -$37.9K 0.02% 111
2022
Q3 		$314K Sell
3,327
-622
-16% -$66.6K 0.02% 63
2022
Q2 		$373K Sell
3,949
-44
-1% -$4.88K 0.02% 59
2022
Q1 		$548K Buy
3,993
+1,248
+45% +$180K 0.04% 40
2021
Q4 		$425K Buy
2,745
+307
+13% +$49.6K 0.03% 83
2021
Q3 		$412K Sell
2,438
-3,863
-61% -$689K 0.04% 39
2021
Q2 		$1.11M Buy
6,301
+4,515
+253% +$812K 0.11% 16
2021
Q1 		$330K Buy
1,786
+356
+25% +$65.7K 0.03% 29
2020
Q4 		$259K Buy
+1,430
New +$205K 0.04% 34
2020
Q1 		– Sell
-2,637
Closed -$381K – 40
2019
Q4 		$381K Buy
+2,637
New +$368K 0.16% 27
2019
Q3 		– Sell
-1,715
Closed -$239K – 36
2019
Q2 		$239K Buy
+1,715
New +$227K 0.08% 48

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hamilton Capital's DIS Position: Q2 2025 in Review

Hamilton Capital opened a new position in Walt Disney (DIS) in Q2 2025: 1,883 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings. This is a return to the name: Hamilton Capital previously reported a position in DIS as recently as Q4 2024.

Hamilton Capital first reported a position in DIS in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.11M in Q2 2021. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Hamilton Capital held 1,883 shares of Walt Disney worth $233K as of Q2 2025.
  • Walt Disney was a new Hamilton Capital position in Q2 2025.
  • Walt Disney made up 0.01% of Hamilton Capital's portfolio in Q2 2025, its #121 holding.
  • Hamilton Capital first reported a position in Walt Disney in Q2 2019 and has held it in 16 quarters since.
  • Hamilton Capital's Walt Disney position peaked at $1.11M in Q2 2021.
  • 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Hamilton Capital's 13F filing for Q2 2025, filed 14 Aug 2025.