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Hamilton Wealth’s Walt Disney DIS Stock Holding History

Hamilton Wealth’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
Q4 		– Sell
-1,923
Closed -$220K – 117
2025
Q3 		$220K Buy
+1,923
New +$226K 0.05% 97
2025
Q2 		– Sell
-2,251
Closed -$222K – 113
2025
Q1 		$222K Sell
2,251
-39,278
-95% -$4.22M 0.05% 97
2024
Q4 		$4.62M Sell
41,529
-1,178
-3% -$124K 1.12% 24
2024
Q3 		$4.11M Sell
42,707
-12,600
-23% -$1.16M 1% 28
2024
Q2 		$5.49M Sell
55,307
-326
-0.6% -$35.1K 1.48% 25
2024
Q1 		$6.81M Sell
55,633
-52,604
-49% -$5.49M 2.12% 15
2023
Q4 		$9.77M Sell
108,237
-4,870
-4% -$429K 3.07% 9
2023
Q3 		$9.17M Buy
113,107
+82,141
+265% +$7.02M 3.29% 10
2023
Q2 		$2.76M Sell
30,966
-566
-2% -$53.6K 0.96% 24
2023
Q1 		$3.16M Buy
31,532
+1,463
+5% +$147K 1.11% 21
2022
Q4 		$2.61M Sell
30,069
-27,809
-48% -$2.66M 1.06% 30
2022
Q3 		$5.46M Buy
57,878
+16,458
+40% +$1.76M 2.31% 15
2022
Q2 		$3.91M Buy
+41,420
New +$4.6M 1.53% 21
2021
Q3 		– Sell
-10,178
Closed -$1.79M – 47
2021
Q2 		$1.79M Buy
10,178
+134
+1% +$24.1K 0.83% 29
2021
Q1 		$1.85M Sell
10,044
-8,904
-47% -$1.64M 0.9% 29
2020
Q4 		$3.43M Sell
18,948
-455
-2% -$65.3K 1.76% 22
2020
Q3 		$2.41M Sell
19,403
-349
-2% -$43.6K 1.35% 29
2020
Q2 		$2.2M Sell
19,752
-30,201
-60% -$3.33M 1.31% 25
2020
Q1 		$4.83M Buy
49,953
+45,819
+1,108% +$5.79M 3.6% 10
2019
Q4 		$598K Buy
+4,134
New +$577K 0.4% 33

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hamilton Wealth's DIS Position: Q4 2025 in Review

Hamilton Wealth sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 1,923 shares — an estimated $220K sold.

Hamilton Wealth first reported a position in DIS in Q4 2019 and held it in 20 quarters. The position peaked at $9.77M in Q4 2023. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Hamilton Wealth reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Hamilton Wealth sold 1,923 Walt Disney shares in Q4 2025, an estimated $220K.
  • Hamilton Wealth first reported a position in Walt Disney in Q4 2019 and held it in 20 quarters.
  • Hamilton Wealth's Walt Disney position peaked at $9.77M in Q4 2023.
  • 3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Hamilton Wealth's 13F filing for Q4 2025, filed 18 Feb 2026.