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
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

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

Sims Investment Management's DIS Position: Q2 2026 in Review

Sims Investment Management reduced its Walt Disney (DIS) stake by 68% in Q2 2026, selling an estimated $196K and leaving 911 shares worth $88.9K. The position accounts for 0.03% of the portfolio, ranked #51.

Sims Investment Management first reported a position in DIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $383K in Q2 2025. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sims Investment Management held 911 shares of Walt Disney worth $88.9K as of Q2 2026.
  • Sims Investment Management sold 1,925 Walt Disney shares in Q2 2026, an estimated $196K.
  • Walt Disney made up 0.03% of Sims Investment Management's portfolio in Q2 2026, its #51 holding.
  • Sims Investment Management first reported a position in Walt Disney in Q4 2024 and has held it in 7 quarters since.
  • Sims Investment Management's Walt Disney position peaked at $383K in Q2 2025.
  • 2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.