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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hohimer Wealth Management's DIS Position: Q2 2026 in Review

Hohimer Wealth Management increased its Walt Disney (DIS) stake by 0.75% in Q2 2026, buying an estimated $5.71K and bringing the position to 7,517 shares worth $723K. The position accounts for 0.07% of the portfolio, ranked #198.

Hohimer Wealth Management first reported a position in DIS in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.34M in Q3 2025. 2,942 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Hohimer Wealth Management held 7,517 shares of Walt Disney worth $723K as of Q2 2026.
  • Hohimer Wealth Management bought 56 Walt Disney shares in Q2 2026, an estimated $5.71K.
  • Walt Disney made up 0.07% of Hohimer Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Hohimer Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 18 quarters since.
  • Hohimer Wealth Management's Walt Disney position peaked at $3.34M in Q3 2025.
  • 2,942 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.