HAM
DIS icon

Hedges Asset Management’s Walt Disney DIS Stock Holding History

Hedges Asset Management’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 		$768K Buy
6,750
+700
+12% +$77.1K 0.54% 62
2025
Q3 		$693K Hold
6,050
– – 0.53% 59
2025
Q2 		$750K Sell
6,050
-4,200
-41% -$436K 0.6% 60
2025
Q1 		$1.01M Hold
10,250
– – 0.66% 54
2024
Q4 		$1.14M Sell
10,250
-200
-2% -$21K 0.75% 47
2024
Q3 		$1.01M Buy
10,450
+1,250
+14% +$115K 0.67% 53
2024
Q2 		$913K Buy
9,200
+675
+8% +$72.7K 0.66% 52
2024
Q1 		$1.04M Buy
8,525
+275
+3% +$28.7K 0.73% 46
2023
Q4 		$745K Buy
8,250
+200
+2% +$17.6K 0.58% 51
2023
Q3 		$652K Buy
8,050
+2,390
+42% +$204K 0.57% 54
2023
Q2 		$505K Hold
5,660
– – 0.43% 65
2023
Q1 		$567K Buy
5,660
+1,000
+21% +$101K 0.48% 59
2022
Q4 		$405K Buy
+4,660
New +$446K 0.36% 70

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 $5.7T 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 $1.47T 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