Hohimer Wealth Management
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Hohimer Wealth Management’s Walt Disney DIS Stock Holding History

Hohimer Wealth 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
2026
Q3 		$846K Buy
8,069
+552
+7% +$56.6K 0.08% 180
2026
Q2 		$723K Buy
7,517
+56
+0.8% +$5.71K 0.07% 198
2026
Q1 		$719K Buy
7,461
+2,651
+55% +$280K 0.08% 183
2025
Q4 		$547K Sell
4,810
-24,328
-83% -$2.68M 0.07% 188
2025
Q3 		$3.34M Buy
+29,138
New +$3.43M 0.47% 80
2025
Q1 		– Sell
-13,011
Closed -$1.45M – 266
2024
Q4 		$1.45M Buy
13,011
+618
+5% +$64.9K 0.27% 96
2024
Q3 		$1.19M Buy
+12,393
New +$1.14M 0.26% 101
2024
Q2 		– Sell
-5,748
Closed -$703K – 227
2024
Q1 		$703K Buy
5,748
+138
+2% +$14.4K 0.16% 139
2023
Q4 		$507K Sell
5,610
-1,152
-17% -$102K 0.13% 152
2023
Q3 		$548K Sell
6,762
-302
-4% -$25.8K 0.16% 137
2023
Q2 		$631K Sell
7,064
-88
-1% -$8.34K 0.17% 136
2023
Q1 		$716K Buy
7,152
+808
+13% +$81.5K 0.21% 127
2022
Q4 		$551K Buy
+6,344
New +$607K 0.18% 112
2021
Q2 		– Sell
-1,071
Closed -$198K – 204
2021
Q1 		$198K Sell
1,071
-1,951
-65% -$360K 0.05% 172
2020
Q4 		$548K Sell
3,022
-80
-3% -$11.5K 0.15% 138
2020
Q3 		$385K Sell
3,102
-8,574
-73% -$1.07M 0.11% 148
2020
Q2 		$1.3M Buy
11,676
+372
+3% +$41.1K 0.45% 80
2020
Q1 		$1.2M Sell
11,304
-353
-3% -$44.6K 0.51% 78
2019
Q4 		$1.69M Buy
+11,657
New +$1.63M 0.59% 75

Other funds holding DIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Hohimer Wealth Management's DIS Position: Q3 2026 in Review

Hohimer Wealth Management increased its Walt Disney (DIS) stake by 7.3% in Q3 2026, buying an estimated $56.6K and bringing the position to 8,069 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #180.

Hohimer Wealth Management first reported a position in DIS in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.34M in Q3 2025. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Hohimer Wealth Management held 8,069 shares of Walt Disney worth $846K as of Q3 2026.
  • Hohimer Wealth Management bought 552 Walt Disney shares in Q3 2026, an estimated $56.6K.
  • Walt Disney made up 0.08% of Hohimer Wealth Management's portfolio in Q3 2026, its #180 holding.
  • Hohimer Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 19 quarters since.
  • Hohimer Wealth Management's Walt Disney position peaked at $3.34M in Q3 2025.
  • 1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.