Simplex Trading
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Simplex Trading’s Walt Disney DIS Stock Holding History

Simplex Trading’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 		$72.3M Sell
749,900
-302,100
-29% -$31.9M 0.05% 159
2025
Q4 		$120M Sell
1,052,000
-414,300
-28% -$45.6M 0.07% 129
2025
Q3 		$168M Sell
1,466,300
-101,700
-6% -$12M 0.09% 117
2025
Q2 		$194M Sell
1,568,000
-161,100
-9% -$16.7M 0.11% 94
2025
Q1 		$171M Sell
1,729,100
-256,100
-13% -$27.5M 0.11% 86
2024
Q4 		$221M Sell
1,985,200
-363,800
-15% -$38.2M 0.12% 81
2024
Q3 		$226M Sell
2,349,000
-768,500
-25% -$70.7M 0.13% 77
2024
Q2 		$310M Buy
3,117,500
+280,100
+10% +$30.2M 0.19% 50
2024
Q1 		$305M Sell
2,837,400
-110,200
-4% -$11.5M 0.18% 57
2023
Q4 		$266M Sell
2,947,600
-1,212,300
-29% -$107M 0.17% 58
2023
Q3 		$337M Buy
4,159,900
+1,689,300
+68% +$144M 0.27% 37
2023
Q2 		$221M Buy
2,470,600
+944,100
+62% +$89.4M 0.18% 50
2023
Q1 		$153M Sell
1,526,500
-740,400
-33% -$74.6M 0.13% 92
2022
Q4 		$197M Sell
2,266,900
-59,000
-3% -$5.64M 0.21% 51
2022
Q3 		$219M Buy
2,325,900
+231,400
+11% +$24.8M 0.25% 39
2022
Q2 		$198M Buy
2,094,500
+278,200
+15% +$30.9M 0.21% 45
2022
Q1 		$249M Buy
1,816,300
+67,200
+4% +$9.71M 0.23% 48
2021
Q4 		$271M Buy
1,749,100
+400,700
+30% +$64.7M 0.27% 49
2021
Q3 		$239M Sell
1,348,400
-1,700
-0.1% -$303K 0.22% 50
2021
Q2 		$237M Buy
+1,350,100
New +$243M 0.23% 50
2021
Q1 		– Sell
-12,232
Closed -$222M – 9036
2020
Q4 		$222M Sell
12,232
-1,160
-9% -$167K 0.29% 38
2020
Q3 		$166M Buy
13,392
+2,352
+21% +$294K 0.23% 52
2020
Q2 		$123M Sell
11,040
-2,218
-17% -$245K 0.2% 56
2020
Q1 		$128M Sell
13,258
-2,474
-16% -$313K 0.23% 43
2019
Q4 		$227M Buy
15,732
+6,985
+80% +$975K 0.5% 28
2019
Q3 		$114M Sell
8,747
-8,987
-51% -$1.24M 0.32% 41
2019
Q2 		$247M Buy
17,734
+6,390
+56% +$847K 0.67% 26
2019
Q1 		$106M Buy
11,344
+2,977
+36% +$333K 0.3% 42
2018
Q4 		$91.7M Buy
8,367
+3,800
+83% +$432K 0.27% 43
2018
Q3 		$53.4M Buy
4,567
+264
+6% +$29.4K 0.17% 75
2018
Q2 		$45.1M Buy
4,303
+779
+22% +$79.7K 0.18% 81
2018
Q1 		$543K Sell
3,524
-1,689
-32% -$179K 0.02% 677
2017
Q4 		$1.31M Buy
5,213
+1,227
+31% +$126K 0.06% 296
2017
Q3 		$821K Sell
3,986
-254
-6% -$26.1K 0.03% 444
2017
Q2 		$1.04M Sell
4,240
-1,103
-21% -$121K 0.05% 352
2017
Q1 		$2.85M Buy
5,343
+1,149
+27% +$127K 0.12% 143
2016
Q4 		$1.17M Buy
4,194
+208
+5% +$20.3K 0.07% 244
2016
Q3 		$636K Sell
3,986
-1,088
-21% -$104K 0.04% 406
2016
Q2 		$968K Buy
5,074
+179
+4% +$17.9K 0.06% 291
2016
Q1 		$1.29M Sell
4,895
-670
-12% -$64.7K 0.1% 176
2015
Q4 		$670K Buy
5,565
+1,024
+23% +$114K 0.05% 316
2015
Q3 		$1.6M Buy
4,541
+2,195
+94% +$239K 0.12% 154
2015
Q2 		$1.15M Buy
2,346
+1,381
+143% +$152K 0.1% 187
2015
Q1 		$963K Sell
965
-2,653
-73% -$268K 0.11% 167
2014
Q4 		$307K Buy
+3,618
New +$326K 0.04% 421

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

Simplex Trading's DIS Position: Q1 2026 in Review

Simplex Trading sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 25,931 shares — an estimated $2.74M sold.

Simplex Trading first reported a position in DIS in Q1 2015 and held it in 31 quarters. The position peaked at $73.4M in Q4 2023. 2,986 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Simplex Trading reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 25,931 Walt Disney shares in Q1 2026, an estimated $2.74M.
  • Simplex Trading first reported a position in Walt Disney in Q1 2015 and held it in 31 quarters.
  • Simplex Trading's Walt Disney position peaked at $73.4M in Q4 2023.
  • 2,986 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.