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James Hambro & Partners’s Walt Disney DIS Stock Holding History

James Hambro & Partners’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
Q1 		– Sell
-9,486
Closed -$1.08M – 59
2025
Q4 		$1.08M Buy
+9,486
New +$1.04M 0.04% 33
2022
Q4 		– Sell
-2,287
Closed -$216K – 67
2022
Q3 		$216K Sell
2,287
-103
-4% -$11K 0.02% 62
2022
Q2 		$226K Sell
2,390
-600
-20% -$66.6K 0.02% 56
2022
Q1 		$411K Sell
2,990
-1,768
-37% -$256K 0.03% 49
2021
Q4 		$738K Sell
4,758
-1,639
-26% -$265K 0.05% 39
2021
Q3 		$1.08M Buy
6,397
+182
+3% +$32.4K 0.08% 38
2021
Q2 		$1.09M Sell
6,215
-2,636
-30% -$474K 0.09% 36
2021
Q1 		$1.63M Buy
8,851
+1,232
+16% +$227K 0.15% 27
2020
Q4 		$1.38M Buy
7,619
+2,485
+48% +$357K 0.15% 29
2020
Q3 		$637K Buy
5,134
+1,671
+48% +$209K 0.09% 34
2020
Q2 		$386K Buy
+3,463
New +$382K 0.06% 41
2020
Q1 		– Sell
-1,639
Closed -$237K – 53
2019
Q4 		$237K Sell
1,639
-95
-5% -$13.3K 0.04% 51
2019
Q3 		$226K Buy
+1,734
New +$240K 0.05% 48

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

James Hambro & Partners's DIS Position: Q1 2026 in Review

James Hambro & Partners sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 9,486 shares — an estimated $1.08M sold.

James Hambro & Partners first reported a position in DIS in Q3 2019 and held it in 13 quarters. The position peaked at $1.63M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • James Hambro & Partners reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • James Hambro & Partners sold 9,486 Walt Disney shares in Q1 2026, an estimated $1.08M.
  • James Hambro & Partners first reported a position in Walt Disney in Q3 2019 and held it in 13 quarters.
  • James Hambro & Partners's Walt Disney position peaked at $1.63M in Q1 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on James Hambro & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.