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Wimmer Associates 1’s Walt Disney DIS Stock Holding History

Wimmer Associates 1’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
Q1 		$557K Sell
5,783
-2,490
-30% -$263K 0.27% 69
2025
Q4 		$941K Sell
8,273
-925
-10% -$102K 0.44% 56
2025
Q3 		$1.05M Sell
9,198
-935
-9% -$110K 0.51% 51
2025
Q2 		$1.26M Sell
10,133
-217
-2% -$22.5K 0.64% 40
2025
Q1 		$1.15M Sell
10,350
-1,366
-12% -$147K 0.61% 42
2024
Q4 		$1.3M Sell
11,716
-580
-5% -$60.9K 0.64% 42
2024
Q3 		$1.18M Sell
12,296
-354
-3% -$32.6K 0.58% 45
2024
Q2 		$1.26M Sell
12,650
-310
-2% -$33.4K 0.64% 41
2024
Q1 		$1.59M Buy
12,960
+71
+0.6% +$7.42K 0.83% 33
2023
Q4 		$1.16M Sell
12,889
-1,139
-8% -$100K 0.66% 38
2023
Q3 		$1.14M Sell
14,028
-466
-3% -$39.8K 0.71% 37
2023
Q2 		$1.29M Sell
14,494
-1,165
-7% -$110K 0.78% 37
2023
Q1 		$1.45M Sell
15,659
-158
-1% -$15.9K 0.93% 34
2022
Q4 		$1.37M Sell
15,817
-52
-0.3% -$4.97K 0.91% 33
2022
Q3 		$1.69M Buy
15,869
+1
+0% +$107 1.12% 27
2022
Q2 		$1.5M Buy
15,868
+419
+3% +$46.5K 0.98% 33
2022
Q1 		$2.12M Sell
15,449
-757
-5% -$109K 1.18% 29
2021
Q4 		$2.51M Buy
16,206
+107
+0.7% +$17.3K 1.35% 23
2021
Q3 		$2.72M Sell
16,099
-267
-2% -$47.6K 1.61% 16
2021
Q2 		$2.88M Sell
16,366
-1,490
-8% -$268K 1.69% 16
2021
Q1 		$3.29M Buy
17,856
+946
+6% +$174K 1.79% 13
2020
Q4 		$3.06M Sell
16,910
-1,270
-7% -$182K 1.83% 13
2020
Q3 		$2.26M Buy
18,180
+1,630
+10% +$204K 1.52% 21
2020
Q2 		$2.13M Sell
16,550
-4,718
-22% -$521K 1.66% 17
2020
Q1 		$2.06M Buy
21,268
+4,105
+24% +$519K 1.91% 16
2019
Q4 		$2.48M Sell
17,163
-403
-2% -$56.2K 1.99% 15
2019
Q3 		$2.29M Buy
17,566
+235
+1% +$32.5K 2% 16
2019
Q2 		$2.42M Buy
17,331
+1,384
+9% +$184K 2.12% 14
2019
Q1 		$1.77M Buy
15,947
+36
+0.2% +$4.02K 1.57% 22
2018
Q4 		$1.75M Buy
15,911
+70
+0.4% +$7.96K 1.73% 21
2018
Q3 		$1.85M Sell
15,841
-78
-0.5% -$8.68K 1.54% 24
2018
Q2 		$1.67M Sell
15,919
-2,935
-16% -$300K 1.49% 25
2018
Q1 		$1.89M Buy
18,854
+131
+0.7% +$13.9K 1.67% 21
2017
Q4 		$2.01M Sell
18,723
-760
-4% -$78.3K 1.81% 19
2017
Q3 		$1.92M Sell
19,483
-914
-4% -$94K 1.77% 17
2017
Q2 		$2.17M Buy
20,397
+220
+1% +$24.1K 2% 13
2017
Q1 		$2.29M Sell
20,177
-834
-4% -$91.8K 2.14% 11
2016
Q4 		$2.19M Buy
21,011
+390
+2% +$38K 2.03% 14
2016
Q3 		$1.92M Sell
20,621
-74
-0.4% -$7.09K 1.72% 16
2016
Q2 		$2.02M Buy
20,695
+675
+3% +$67.5K 1.81% 16
2016
Q1 		$1.99M Buy
20,020
+1,370
+7% +$132K 1.82% 16
2015
Q4 		$1.96M Buy
+18,650
New +$2.08M 2.06% 12

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wimmer Associates 1's DIS Position: Q1 2026 in Review

Wimmer Associates 1 reduced its Walt Disney (DIS) stake by 30% in Q1 2026, selling an estimated $263K and leaving 5,783 shares worth $557K. The position accounts for 0.27% of the portfolio, ranked #69.

Wimmer Associates 1 first reported a position in DIS in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.29M in Q1 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Wimmer Associates 1 held 5,783 shares of Walt Disney worth $557K as of Q1 2026.
  • Wimmer Associates 1 sold 2,490 Walt Disney shares in Q1 2026, an estimated $263K.
  • Walt Disney made up 0.27% of Wimmer Associates 1's portfolio in Q1 2026, its #69 holding.
  • Wimmer Associates 1 first reported a position in Walt Disney in Q4 2015 and has held it in 42 quarters since.
  • Wimmer Associates 1's Walt Disney position peaked at $3.29M in Q1 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.