Sheets Smith Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $339K | Sell |
3,526
-1
| -0% | -$102 | 0.03% | 340 |
|
|
2026
Q1 | $340K | Buy |
3,527
+475
| +16% | +$50.2K | 0.04% | 333 |
|
|
2025
Q4 | $347K | Sell |
3,052
-711
| -19% | -$78.3K | 0.04% | 327 |
|
|
2025
Q3 | $431K | Buy |
3,763
+3
| +0.1% | +$353 | 0.05% | 298 |
|
|
2025
Q2 | $466K | Sell |
3,760
-95
| -2% | -$9.87K | 0.05% | 292 |
|
|
2025
Q1 | $381K | Sell |
3,855
-7,989
| -67% | -$859K | 0.05% | 281 |
|
|
2024
Q4 | $1.32M | Buy |
11,844
+55
| +0.5% | +$5.78K | 0.16% | 126 |
|
|
2024
Q3 | $1.13M | Sell |
11,789
-2,891
| -20% | -$266K | 0.14% | 143 |
|
|
2024
Q2 | $1.46M | Buy |
14,680
+170
| +1% | +$18.3K | 0.17% | 123 |
|
|
2024
Q1 | $1.78M | Buy |
14,510
+8,242
| +131% | +$861K | 0.2% | 111 |
|
|
2023
Q4 | $566K | Sell |
6,268
-290
| -4% | -$25.6K | 0.08% | 198 |
|
|
2023
Q3 | $532K | Sell |
6,558
-107
| -2% | -$9.14K | 0.08% | 194 |
|
|
2023
Q2 | $595K | Buy |
6,665
+54
| +0.8% | +$5.12K | 0.09% | 191 |
|
|
2023
Q1 | $662K | Buy |
6,611
+47
| +0.7% | +$4.74K | 0.1% | 174 |
|
|
2022
Q4 | $570K | Sell |
6,564
-226
| -3% | -$21.6K | 0.09% | 182 |
|
|
2022
Q3 | $641K | Buy |
6,790
+125
| +2% | +$13.4K | 0.11% | 158 |
|
|
2022
Q2 | $629K | Sell |
6,665
-104
| -2% | -$11.5K | 0.1% | 161 |
|
|
2022
Q1 | $928K | Buy |
6,769
+40
| +0.6% | +$5.78K | 0.13% | 149 |
|
|
2021
Q4 | $1.04M | Hold |
6,729
| – | – | 0.13% | 148 |
|
|
2021
Q3 | $1.14M | Sell |
6,729
-100
| -1% | -$17.8K | 0.15% | 136 |
|
|
2021
Q2 | $1.2M | Buy |
6,829
+43
| +0.6% | +$7.73K | 0.16% | 136 |
|
|
2021
Q1 | $1.25M | Buy |
6,786
+50
| +0.7% | +$9.22K | 0.18% | 123 |
|
|
2020
Q4 | $1.22M | Sell |
6,736
-159
| -2% | -$22.8K | 0.18% | 120 |
|
|
2020
Q3 | $855K | Buy |
6,895
+357
| +5% | +$44.6K | 0.15% | 128 |
|
|
2020
Q2 | $729K | Sell |
6,538
-3,982
| -38% | -$440K | 0.15% | 129 |
|
|
2020
Q1 | $1.02M | Sell |
10,520
-4,674
| -31% | -$591K | 0.21% | 107 |
|
|
2019
Q4 | $2.19M | Buy |
15,194
+8,358
| +122% | +$1.17M | 0.42% | 63 |
|
|
2019
Q3 | $891K | Buy |
6,836
+20
| +0.3% | +$2.77K | 0.18% | 132 |
|
|
2019
Q2 | $952K | Sell |
6,816
-203
| -3% | -$26.9K | 0.2% | 128 |
|
|
2019
Q1 | $779K | Buy |
7,019
+15
| +0.2% | +$1.68K | 0.17% | 142 |
|
|
2018
Q4 | $768K | Buy |
7,004
+250
| +4% | +$28.4K | 0.21% | 127 |
|
|
2018
Q3 | $790K | Sell |
6,754
-76
| -1% | -$8.46K | 0.16% | 159 |
|
|
2018
Q2 | $716K | Buy |
6,830
+147
| +2% | +$15K | 0.17% | 146 |
|
|
2018
Q1 | $671K | Sell |
6,683
-559
| -8% | -$59.4K | 0.16% | 156 |
|
|
2017
Q4 | $779K | Sell |
7,242
-492
| -6% | -$50.7K | 0.18% | 143 |
|
|
2017
Q3 | $762K | Sell |
7,734
-10,133
| -57% | -$1.04M | 0.19% | 142 |
|
|
2017
Q2 | $1.9M | Sell |
17,867
-725
| -4% | -$79.4K | 0.5% | 58 |
|
|
2017
Q1 | $2.11M | Buy |
18,592
+1,107
| +6% | +$122K | 0.56% | 50 |
|
|
2016
Q4 | $1.82M | Sell |
17,485
-4,867
| -22% | -$475K | 0.51% | 58 |
|
|
2016
Q3 | $2.08M | Buy |
22,352
+5,752
| +35% | +$551K | 0.59% | 49 |
|
|
2016
Q2 | $1.62M | Buy |
16,600
+278
| +2% | +$27.8K | 0.47% | 63 |
|
|
2016
Q1 | $1.62M | Buy |
16,322
+627
| +4% | +$60.5K | 0.5% | 60 |
|
|
2015
Q4 | $1.65M | Buy |
+15,695
| New | +$1.75M | 0.5% | 57 |
|
|
2015
Q3 | – | Sell |
-11,559
| Closed | -$1.32M | – | 218 |
|
|
2015
Q2 | $1.32M | Buy |
11,559
+161
| +1% | +$17.7K | 0.36% | 82 |
|
|
2015
Q1 | $1.2M | Buy |
+11,398
| New | +$1.15M | 0.33% | 90 |
|
Other funds holding DIS
Sheets Smith Wealth Management's DIS Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its Walt Disney (DIS) stake by 0.03% in Q2 2026, selling an estimated $102 and leaving 3,526 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #340.
Sheets Smith Wealth Management first reported a position in DIS in Q1 2015 and has held it in 45 quarters since. The position peaked at $2.19M in Q4 2019. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Sheets Smith Wealth Management held 3,526 shares of Walt Disney worth $339K as of Q2 2026.
- Sheets Smith Wealth Management sold 1 Walt Disney share in Q2 2026, an estimated $102.
- Walt Disney made up 0.03% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #340 holding.
- Sheets Smith Wealth Management first reported a position in Walt Disney in Q1 2015 and has held it in 45 quarters since.
- Sheets Smith Wealth Management's Walt Disney position peaked at $2.19M in Q4 2019.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.