Patrick M. Sweeney & Associates’s Walt Disney DIS Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$696K	Sell	6,630 -279	-4%	-$28.6K	0.39%	63
2026 Q2	$665K	Sell	6,909 -75	-1%	-$7.65K	0.38%	65
2026 Q1	$673K	Sell	6,984 -9	-0.1%	-$951	0.43%	63
2025 Q4	$796K	Sell	6,993 -115	-2%	-$12.7K	0.5%	50
2025 Q3	$814K	Sell	7,108 -239	-3%	-$28.1K	0.53%	49
2025 Q2	$911K	Buy	7,347 +110	+2%	+$11.4K	0.63%	37
2025 Q1	$714K	Hold	7,237	–	–	0.53%	45
2024 Q4	$806K	Buy	7,237 +25	+0.3%	+$2.63K	0.6%	42
2024 Q3	$694K	Buy	7,212 +84	+1%	+$7.73K	0.51%	48
2024 Q2	$708K	Buy	7,128 +15	+0.2%	+$1.62K	0.57%	43
2024 Q1	$870K	Buy	7,113 +45	+0.6%	+$4.7K	0.72%	31
2023 Q4	$638K	Buy	+7,068	New	+$623K	0.58%	41

Other funds holding DIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Patrick M. Sweeney & Associates's DIS Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Walt Disney (DIS) stake by 4% in Q3 2026, selling an estimated $28.6K and leaving 6,630 shares worth $696K. The position accounts for 0.39% of the portfolio, ranked #63.

Patrick M. Sweeney & Associates first reported a position in DIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $911K in Q2 2025. 1,792 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

Patrick M. Sweeney & Associates held 6,630 shares of Walt Disney worth $696K as of Q3 2026.
Patrick M. Sweeney & Associates sold 279 Walt Disney shares in Q3 2026, an estimated $28.6K.
Walt Disney made up 0.39% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #63 holding.
Patrick M. Sweeney & Associates first reported a position in Walt Disney in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Walt Disney position peaked at $911K in Q2 2025.
1,792 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.