SIM
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Sims Investment Management’s Walt Disney DIS Stock Holding History

Sims Investment 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 		– Sell
-911
Closed -$88.9K – 69
2026
Q2 		$88.9K Sell
911
-1,925
-68% -$196K 0.03% 51
2026
Q1 		$275K Sell
2,836
-175
-6% -$18.5K 0.1% 33
2025
Q4 		$343K Hold
3,011
– – 0.12% 34
2025
Q3 		$345K Sell
3,011
-81
-3% -$9.54K 0.12% 34
2025
Q2 		$383K Sell
3,092
-82
-3% -$8.52K 0.15% 32
2025
Q1 		$313K Buy
3,174
+361
+13% +$38.8K 0.14% 35
2024
Q4 		$313K Buy
+2,813
New +$295K 0.18% 29

Other funds holding DIS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGA
Granite Group Advisors Stamford, Connecticut $158M AUM 10.93% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
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
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sims Investment Management's DIS Position: Q3 2026 in Review

Sims Investment Management sold out of Walt Disney (DIS) in Q3 2026, closing a stake of 911 shares — an estimated $88.9K sold.

Sims Investment Management first reported a position in DIS in Q4 2024 and held it in 7 quarters. The position peaked at $383K in Q2 2025. 402 funds tracked by Wall St. Rank hold DIS as of Q3 2026.

  • Sims Investment Management reported no remaining Walt Disney position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 911 Walt Disney shares in Q3 2026, an estimated $88.9K.
  • Sims Investment Management first reported a position in Walt Disney in Q4 2024 and held it in 7 quarters.
  • Sims Investment Management's Walt Disney position peaked at $383K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Walt Disney as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.