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Smith Anglin Financial’s Walt Disney DIS Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$1.37M Sell
11,031
-316
-3% -$32.8K 0.12% 69
2025
Q1 		$1.12M Buy
11,347
+284
+3% +$30.5K 0.12% 73
2024
Q4 		$1.23M Hold
11,063
– – 0.12% 68
2024
Q3 		$1.06M Sell
11,063
-282
-2% -$25.9K 0.1% 73
2024
Q2 		$1.13M Buy
11,345
+165
+1% +$17.8K 0.11% 67
2024
Q1 		$1.37M Sell
11,180
-33
-0.3% -$3.45K 0.14% 61
2023
Q4 		$1.01M Sell
11,213
-158
-1% -$13.9K 0.12% 69
2023
Q3 		$922K Buy
11,371
+300
+3% +$25.6K 0.11% 70
2023
Q2 		$988K Sell
11,071
-669
-6% -$63.4K 0.12% 69
2023
Q1 		$1.18M Buy
11,740
+3
+0% +$302 0.18% 59
2022
Q4 		$1.02M Buy
11,737
+156
+1% +$14.9K 0.19% 54
2022
Q3 		$1.09M Buy
11,581
+23
+0.2% +$2.46K 0.23% 42
2022
Q2 		$1.09M Sell
11,558
-161
-1% -$17.9K 0.32% 40
2022
Q1 		$1.61M Sell
11,719
-8
-0.1% -$1.16K 0.37% 34
2021
Q4 		$1.82M Sell
11,727
-500
-4% -$80.8K 0.31% 40
2021
Q3 		$2.07M Sell
12,227
-230
-2% -$41K 0.4% 40
2021
Q2 		$2.19M Buy
12,457
+300
+2% +$54K 0.42% 38
2021
Q1 		$2.24M Sell
12,157
-51
-0.4% -$9.4K 0.48% 36
2020
Q4 		$2.21M Buy
+12,208
New +$1.75M 0.4% 37

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smith Anglin Financial's DIS Position: Q2 2025 in Review

Smith Anglin Financial reduced its Walt Disney (DIS) stake by 2.8% in Q2 2025, selling an estimated $32.8K and leaving 11,031 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #69.

Smith Anglin Financial first reported a position in DIS in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.24M in Q1 2021. 3,206 funds tracked by Wall St. Rank hold DIS as of Q2 2025.

  • Smith Anglin Financial held 11,031 shares of Walt Disney worth $1.37M as of Q2 2025.
  • Smith Anglin Financial sold 316 Walt Disney shares in Q2 2025, an estimated $32.8K.
  • Walt Disney made up 0.12% of Smith Anglin Financial's portfolio in Q2 2025, its #69 holding.
  • Smith Anglin Financial first reported a position in Walt Disney in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's Walt Disney position peaked at $2.24M in Q1 2021.
  • 3,206 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.