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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
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

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 $3.37T AUM 44.26% 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

Shulman DeMeo Asset Management's DIS Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Walt Disney (DIS) stake by 0.19% in Q2 2026, selling an estimated $1.83K and leaving 9,255 shares worth $891K. The position accounts for 0.17% of the portfolio, ranked #45.

Shulman DeMeo Asset Management first reported a position in DIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.23M in Q4 2020. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Shulman DeMeo Asset Management held 9,255 shares of Walt Disney worth $891K as of Q2 2026.
  • Shulman DeMeo Asset Management sold 18 Walt Disney shares in Q2 2026, an estimated $1.83K.
  • Walt Disney made up 0.17% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #45 holding.
  • Shulman DeMeo Asset Management first reported a position in Walt Disney in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's Walt Disney position peaked at $1.23M in Q4 2020.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.