SimplyRich’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.09M | Sell |
10,352
-10,505
| -50% | -$1.08M | 0.25% | 79 |
|
|
2026
Q2 | $1.64M | Buy |
20,857
+10,290
| +97% | +$1.05M | 0.39% | 76 |
|
|
2026
Q1 | $1.02M | Hold |
10,567
| – | – | 0.26% | 86 |
|
|
2025
Q4 | $1.2M | Hold |
10,567
| – | – | 0.31% | 70 |
|
|
2025
Q3 | $1.21M | Hold |
10,567
| – | – | 0.33% | 71 |
|
|
2025
Q2 | $1.31M | Sell |
10,567
-43
| -0.4% | -$4.47K | 0.37% | 71 |
|
|
2025
Q1 | $1.05M | Sell |
10,610
-1,146
| -10% | -$123K | 0.3% | 78 |
|
|
2024
Q4 | $1.31M | Sell |
11,756
-54
| -0.5% | -$5.67K | 0.37% | 68 |
|
|
2024
Q3 | $1.14M | Sell |
11,810
-38
| -0.3% | -$3.5K | 0.32% | 77 |
|
|
2024
Q2 | $1.18M | Sell |
11,848
-125
| -1% | -$13.5K | 0.37% | 67 |
|
|
2024
Q1 | $1.47M | Sell |
11,973
-24
| -0.2% | -$2.51K | 0.47% | 52 |
|
|
2023
Q4 | $1.08M | Sell |
11,997
-9
| -0.1% | -$793 | 0.37% | 69 |
|
|
2023
Q3 | $973K | Hold |
12,006
| – | – | 0.47% | 64 |
|
|
2023
Q2 | $1.07M | Hold |
12,006
| – | – | 0.38% | 67 |
|
|
2023
Q1 | $1.2M | Hold |
12,006
| – | – | 0.45% | 58 |
|
|
2022
Q4 | $1.04M | Hold |
12,006
| – | – | 0.42% | 62 |
|
|
2022
Q3 | $1.13M | Sell |
12,006
-7
| -0.1% | -$749 | 0.51% | 50 |
|
|
2022
Q2 | $1.13M | Sell |
12,013
-124
| -1% | -$13.8K | 0.47% | 53 |
|
|
2022
Q1 | $1.66M | Sell |
12,137
-283
| -2% | -$40.9K | 0.58% | 42 |
|
|
2021
Q4 | $1.92M | Buy |
12,420
+10
| +0.1% | +$1.62K | 0.64% | 35 |
|
|
2021
Q3 | $2.1M | Hold |
12,410
| – | – | 0.76% | 27 |
|
|
2021
Q2 | $2.18M | Hold |
12,410
| – | – | 1% | 21 |
|
|
2021
Q1 | $2.29M | Buy |
12,410
+50
| +0.4% | +$9.22K | 0.91% | 23 |
|
|
2020
Q4 | $2.24M | Hold |
12,360
| – | – | 1% | 21 |
|
|
2020
Q3 | $1.53M | Hold |
12,360
| – | – | 0.77% | 34 |
|
|
2020
Q2 | $1.38M | Hold |
12,360
| – | – | 0.76% | 35 |
|
|
2020
Q1 | $1.23M | Sell |
12,360
-485
| -4% | -$61.3K | 0.82% | 36 |
|
|
2019
Q4 | $1.85M | Hold |
12,845
| – | – | 0.93% | 25 |
|
|
2019
Q3 | $1.67M | Hold |
12,845
| – | – | 0.91% | 25 |
|
|
2019
Q2 | $1.79M | Sell |
12,845
-3
| -0% | -$398 | 0.99% | 23 |
|
|
2019
Q1 | $1.43M | Buy |
12,848
+850
| +7% | +$95K | 1.16% | 26 |
|
|
2018
Q4 | $1.29M | Hold |
11,998
| – | – | 1.18% | 28 |
|
|
2018
Q3 | $1.4M | Sell |
11,998
-200
| -2% | -$22.3K | 0.77% | 38 |
|
|
2018
Q2 | $1.28M | Hold |
12,198
| – | – | 0.73% | 38 |
|
|
2018
Q1 | $1.22M | Hold |
12,198
| – | – | 0.68% | 43 |
|
|
2017
Q4 | $1.31M | Buy |
+12,198
| New | +$1.26M | 0.73% | 38 |
|
Other funds holding DIS
SimplyRich's DIS Position: Q3 2026 in Review
SimplyRich reduced its Walt Disney (DIS) stake by 50% in Q3 2026, selling an estimated $1.08M and leaving 10,352 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #79.
SimplyRich first reported a position in DIS in Q4 2017 and has held it in 36 quarters since. The position peaked at $2.29M in Q1 2021. 2,059 funds tracked by Wall St. Rank hold DIS as of Q3 2026.
- SimplyRich held 10,352 shares of Walt Disney worth $1.09M as of Q3 2026.
- SimplyRich sold 10,505 Walt Disney shares in Q3 2026, an estimated $1.08M.
- Walt Disney made up 0.25% of SimplyRich's portfolio in Q3 2026, its #79 holding.
- SimplyRich first reported a position in Walt Disney in Q4 2017 and has held it in 36 quarters since.
- SimplyRich's Walt Disney position peaked at $2.29M in Q1 2021.
- 2,059 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.
Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.