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P.J. Schmidt Investment Management (PJS)’s Walt Disney DIS Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$277K Sell
2,878
-1
-0% -$102 0.04% 190
2026
Q1 		$277K Sell
2,879
-103
-3% -$10.9K 0.05% 182
2025
Q4 		$339K Sell
2,982
-14
-0.5% -$1.54K 0.06% 160
2025
Q3 		$343K Hold
2,996
– – 0.06% 156
2025
Q2 		$372K Buy
2,996
+16
+0.5% +$1.66K 0.06% 152
2025
Q1 		$294K Sell
2,980
-160
-5% -$17.2K 0.05% 151
2024
Q4 		$350K Sell
3,140
-74
-2% -$7.77K 0.06% 140
2024
Q3 		$309K Sell
3,214
-1,441
-31% -$133K 0.05% 154
2024
Q2 		$462K Sell
4,655
-9
-0.2% -$969 0.08% 116
2024
Q1 		$571K Sell
4,664
-5,169
-53% -$540K 0.11% 97
2023
Q4 		$938K Sell
9,833
-38,546
-80% -$3.4M 0.19% 75
2023
Q3 		$4.03M Sell
48,379
-816
-2% -$69.7K 0.86% 34
2023
Q2 		$4.21M Sell
49,195
-1,857
-4% -$176K 0.84% 38
2023
Q1 		$5.1M Sell
51,052
-1,766
-3% -$178K 1.07% 29
2022
Q4 		$4.59M Sell
52,818
-4,983
-9% -$477K 1.04% 32
2022
Q3 		$5.9M Buy
57,801
+1,277
+2% +$137K 1.42% 21
2022
Q2 		$6.49M Buy
56,524
+221
+0.4% +$24.5K 1.42% 21
2022
Q1 		$6.29M Buy
56,303
+669
+1% +$96.7K 1.39% 20
2021
Q4 		$7.95M Buy
55,634
+510
+0.9% +$82.4K 1.59% 19
2021
Q3 		$9.48M Buy
55,124
+86
+0.2% +$15.3K 1.86% 14
2021
Q2 		$9.69M Buy
55,038
+1,334
+2% +$240K 1.94% 14
2021
Q1 		$9.95M Sell
53,704
-263
-0.5% -$48.5K 2.08% 11
2020
Q4 		$9.08M Buy
53,967
+530
+1% +$76.1K 2.05% 12
2020
Q3 		$6.59M Sell
53,437
-229
-0.4% -$28.6K 1.6% 17
2020
Q2 		$5.98M Buy
53,666
+4,606
+9% +$508K 1.79% 17
2020
Q1 		$4.74M Buy
49,060
+3,810
+8% +$482K 1.65% 19
2019
Q4 		$6.54M Buy
45,250
+320
+0.7% +$44.7K 1.75% 21
2019
Q3 		$5.86M Buy
44,930
+363
+0.8% +$50.2K 1.66% 22
2019
Q2 		$6.22M Buy
44,567
+982
+2% +$130K 1.8% 22
2019
Q1 		$4.84M Buy
43,585
+2,691
+7% +$301K 1.41% 26
2018
Q4 		$4.48M Buy
40,894
+290
+0.7% +$33K 1.47% 27
2018
Q3 		$4.75M Buy
40,604
+696
+2% +$77.5K 1.35% 26
2018
Q2 		$4.18M Sell
39,908
-1,760
-4% -$180K 1.22% 29
2018
Q1 		$4.18M Buy
41,668
+3,405
+9% +$362K 1.22% 29
2017
Q4 		$4.11M Buy
38,263
+1,025
+3% +$106K 1.16% 28
2017
Q3 		$3.67M Buy
37,238
+2,299
+7% +$236K 1.1% 31
2017
Q2 		$3.71M Buy
34,939
+7,021
+25% +$769K 1.13% 35
2017
Q1 		$3.17M Buy
27,918
+451
+2% +$49.7K 1.12% 38
2016
Q4 		$2.86M Sell
27,467
-560
-2% -$54.6K 1.06% 41
2016
Q3 		$2.6M Buy
28,027
+973
+4% +$93.2K 0.97% 41
2016
Q2 		$2.65M Buy
27,054
+797
+3% +$79.7K 0.98% 38
2016
Q1 		$2.61M Buy
26,257
+408
+2% +$39.4K 1.02% 35
2015
Q4 		$2.72M Buy
25,849
+3,089
+14% +$344K 1.09% 34
2015
Q3 		$2.33M Buy
22,760
+5,929
+35% +$646K 1.01% 36
2015
Q2 		$1.92M Buy
16,831
+1,764
+12% +$194K 0.75% 43
2015
Q1 		$1.58M Buy
15,067
+9,737
+183% +$982K 0.62% 47
2014
Q4 		$502K Buy
5,330
+2,015
+61% +$182K 0.2% 104
2014
Q3 		$295K Sell
3,315
-50
-1% -$4.41K 0.12% 123
2014
Q2 		$289K Buy
+3,365
New +$275K 0.11% 130

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

P.J. Schmidt Investment Management (PJS)'s DIS Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Walt Disney (DIS) stake by 0.03% in Q2 2026, selling an estimated $102 and leaving 2,878 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #190.

P.J. Schmidt Investment Management (PJS) first reported a position in DIS in Q2 2014 and has held it in 49 quarters since. The position peaked at $9.95M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 2,878 shares of Walt Disney worth $277K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) sold 1 Walt Disney share in Q2 2026, an estimated $102.
  • Walt Disney made up 0.04% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #190 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Walt Disney in Q2 2014 and has held it in 49 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Walt Disney position peaked at $9.95M in Q1 2021.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.