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Sherman Asset Management’s Walt Disney DIS Stock Holding History

Sherman Asset Management’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 		– Sell
-308
Closed -$29.7K – 141
2026
Q1 		$29.7K Hold
308
– – 0.03% 104
2025
Q4 		$35K Sell
308
-861
-74% -$94.8K 0.03% 106
2025
Q3 		$134K Sell
1,169
-358
-23% -$42.2K 0.12% 69
2025
Q2 		$189K Sell
1,527
-705
-32% -$73.3K 0.17% 60
2025
Q1 		$220K Hold
2,232
– – 0.21% 52
2024
Q4 		$249K Buy
+2,232
New +$234K 0.23% 51

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 $3.38T AUM 44.17% 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

Sherman Asset Management's DIS Position: Q2 2026 in Review

Sherman Asset Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 308 shares — an estimated $29.7K sold.

Sherman Asset Management first reported a position in DIS in Q4 2024 and held it in 6 quarters. The position peaked at $249K in Q4 2024. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sherman Asset Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • Sherman Asset Management sold 308 Walt Disney shares in Q2 2026, an estimated $29.7K.
  • Sherman Asset Management first reported a position in Walt Disney in Q4 2024 and held it in 6 quarters.
  • Sherman Asset Management's Walt Disney position peaked at $249K in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.