HWM
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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
2021
Q2 		– Sell
-500
Closed -$32K – 203
2021
Q1 		$32K Buy
+500
New +$92.2K 0.01% 189

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hohimer Wealth Management's DIS Position: Q1 2026 in Review

Hohimer Wealth Management increased its Walt Disney (DIS) stake by 55% in Q1 2026, buying an estimated $280K and bringing the position to 7,461 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #183.

Hohimer Wealth Management first reported a position in DIS in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.34M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Hohimer Wealth Management held 7,461 shares of Walt Disney worth $719K as of Q1 2026.
  • Hohimer Wealth Management bought 2,651 Walt Disney shares in Q1 2026, an estimated $280K.
  • Walt Disney made up 0.08% of Hohimer Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Hohimer Wealth Management first reported a position in Walt Disney in Q4 2019 and has held it in 17 quarters since.
  • Hohimer Wealth Management's Walt Disney position peaked at $3.34M in Q3 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.