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Shulman DeMeo Asset Management’s Walt Disney DIS Stock Holding History

Shulman DeMeo 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
Q3 		$744K Sell
7,176
-2,079
-22% -$213K 0.15% 51
2026
Q2 		$891K Sell
9,255
-18
-0.2% -$1.83K 0.17% 45
2026
Q1 		$894K Buy
9,273
+5
+0.1% +$528 0.19% 42
2025
Q4 		$1.05M Sell
9,268
-18
-0.2% -$1.98K 0.24% 34
2025
Q3 		$1.06M Buy
9,286
+1
+0% +$118 0.24% 31
2025
Q2 		$1.15M Sell
9,285
-434
-4% -$45.1K 0.29% 29
2025
Q1 		$959K Buy
9,719
+6,085
+167% +$654K 0.27% 30
2024
Q4 		$405K Sell
3,634
-151
-4% -$15.9K 0.11% 75
2024
Q3 		$364K Sell
3,785
-12
-0.3% -$1.1K 0.09% 88
2024
Q2 		$377K Sell
3,797
-20
-0.5% -$2.15K 0.1% 85
2024
Q1 		$467K Sell
3,817
-250
-6% -$26.1K 0.12% 73
2023
Q4 		$367K Sell
4,067
-403
-9% -$35.5K 0.1% 85
2023
Q3 		$362K Sell
4,470
-543
-11% -$46.4K 0.12% 81
2023
Q2 		$448K Sell
5,013
-76
-1% -$7.2K 0.13% 66
2023
Q1 		$510K Sell
5,089
-22
-0.4% -$2.22K 0.16% 58
2022
Q4 		$444K Sell
5,111
-550
-10% -$52.6K 0.15% 70
2022
Q3 		$534K Sell
5,661
-319
-5% -$34.1K 0.19% 55
2022
Q2 		$564K Buy
5,980
+470
+9% +$52.2K 0.19% 52
2022
Q1 		$756K Sell
5,510
-6
-0.1% -$867 0.21% 45
2021
Q4 		$854K Buy
5,516
+19
+0.3% +$3.07K 0.22% 43
2021
Q3 		$930K Buy
+5,497
New +$980K 0.81% 24
2021
Q2 		– Sell
-5,469
Closed -$1.01M – 80
2021
Q1 		$1.01M Sell
5,469
-1,302
-19% -$240K 0.28% 43
2020
Q4 		$1.23M Buy
6,771
+581
+9% +$83.4K 0.35% 34
2020
Q3 		$768K Buy
6,190
+308
+5% +$38.5K 0.26% 43
2020
Q2 		$656K Buy
5,882
+129
+2% +$14.2K 0.25% 46
2020
Q1 		$556K Buy
5,753
+926
+19% +$117K 0.26% 43
2019
Q4 		$698K Buy
4,827
+15
+0.3% +$2.09K 0.24% 43
2019
Q3 		$627K Buy
4,812
+1,282
+36% +$177K 0.21% 50
2019
Q2 		$493K Hold
3,530
– – 0.18% 58
2019
Q1 		$392K Buy
+3,530
New +$395K 0.15% 70

Other funds holding DIS

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shulman DeMeo Asset Management's DIS Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Walt Disney (DIS) stake by 22% in Q3 2026, selling an estimated $213K and leaving 7,176 shares worth $744K. The position accounts for 0.15% of the portfolio, ranked #51.

Shulman DeMeo Asset Management first reported a position in DIS in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.23M in Q4 2020. 141 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Shulman DeMeo Asset Management held 7,176 shares of Walt Disney worth $744K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 2,079 Walt Disney shares in Q3 2026, an estimated $213K.
  • Walt Disney made up 0.15% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #51 holding.
  • Shulman DeMeo Asset Management first reported a position in Walt Disney in Q1 2019 and has held it in 30 quarters since.
  • Shulman DeMeo Asset Management's Walt Disney position peaked at $1.23M in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.