J. Goldman & Co’s Walt Disney DIS Stock Holding History

J. Goldman & Co’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
2024 Q4	–	Sell	-52,500	Closed	-$5.05M	–	508
2024 Q3	$5.05M	Buy	+52,500	New	+$4.83M	0.14%	160
2019 Q2	–	Sell	-25,000	Closed	-$2.78M	–	289
2019 Q1	$2.78M	Buy	+25,000	New	+$2.79M	0.16%	149
2016 Q1	–	Sell	-65,000	Closed	-$6.83M	–	304
2015 Q4	$6.83M	Buy	+65,000	New	+$7.24M	0.7%	44

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J. Goldman & Co's DIS Position: Q4 2025 in Review

J. Goldman & Co sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 179,040 shares — an estimated $20.5M sold.

J. Goldman & Co first reported a position in DIS in Q3 2013 and held it in 27 quarters. The position peaked at $111M in Q4 2024. 3,171 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

J. Goldman & Co reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
J. Goldman & Co sold 179,040 Walt Disney shares in Q4 2025, an estimated $20.5M.
J. Goldman & Co first reported a position in Walt Disney in Q3 2013 and held it in 27 quarters.
J. Goldman & Co's Walt Disney position peaked at $111M in Q4 2024.
3,171 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.