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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
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 $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

Sherman Asset Management's DIS Position: Q1 2026 in Review

Sherman Asset Management held its Walt Disney (DIS) position steady in Q1 2026 at 308 shares worth $29.7K. The position accounts for 0.03% of the portfolio, ranked #104.

Sherman Asset Management first reported a position in DIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Sherman Asset Management held 308 shares of Walt Disney worth $29.7K as of Q1 2026.
  • Sherman Asset Management left its Walt Disney share count unchanged in Q1 2026.
  • Walt Disney made up 0.03% of Sherman Asset Management's portfolio in Q1 2026, its #104 holding.
  • Sherman Asset Management first reported a position in Walt Disney in Q4 2024 and has held it in 6 quarters since.
  • Sherman Asset Management's Walt Disney position peaked at $249K in Q4 2024.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.