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Sunbeam Capital Management’s Walt Disney DIS Stock Holding History

Sunbeam Capital 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 		$223K Buy
+2,312
New +$236K 0.1% 119
2025
Q3 		– Sell
-1,629
Closed -$202K – 104
2025
Q2 		$202K Buy
+1,629
New +$169K 0.15% 91

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Sunbeam Capital Management's DIS Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in Walt Disney (DIS) in Q2 2026: 2,312 shares worth $223K. The stake represents 0.1% of the portfolio and ranks #119 among its holdings. This is a return to the name: Sunbeam Capital Management previously reported a position in DIS as recently as Q2 2025.

Sunbeam Capital Management first reported a position in DIS in Q2 2025 and has held it in 2 quarters since. 535 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sunbeam Capital Management held 2,312 shares of Walt Disney worth $223K as of Q2 2026.
  • Walt Disney was a new Sunbeam Capital Management position in Q2 2026.
  • Walt Disney made up 0.1% of Sunbeam Capital Management's portfolio in Q2 2026, its #119 holding.
  • Sunbeam Capital Management first reported a position in Walt Disney in Q2 2025 and has held it in 2 quarters since.
  • 535 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.