Aldebaran Financial’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $824K | Sell |
8,544
-928
| -10% | -$98.1K | 0.78% | 32 |
|
|
2025
Q4 | $1.09M | Sell |
9,472
-1,027
| -10% | -$113K | 1.01% | 22 |
|
|
2025
Q3 | $1.2M | Buy |
10,499
+150
| +1% | +$17.7K | 1.2% | 19 |
|
|
2025
Q2 | $1.28M | Sell |
10,349
-106
| -1% | -$11K | 1.42% | 18 |
|
|
2025
Q1 | $1.03M | Sell |
10,455
-73
| -0.7% | -$7.84K | 1.26% | 20 |
|
|
2024
Q4 | $1.17M | Sell |
10,528
-638
| -6% | -$67K | 1.36% | 17 |
|
|
2024
Q3 | $1.07M | Sell |
11,166
-498
| -4% | -$45.8K | 1.27% | 19 |
|
|
2024
Q2 | $1.16M | Buy |
11,664
+174
| +2% | +$18.7K | 1.52% | 20 |
|
|
2024
Q1 | $1.41M | Sell |
11,490
-688
| -6% | -$71.9K | 1.99% | 16 |
|
|
2023
Q4 | $1.1M | Sell |
12,178
-790
| -6% | -$69.6K | 1.62% | 16 |
|
|
2023
Q3 | $1.05M | Sell |
12,968
-1,270
| -9% | -$108K | 1.64% | 15 |
|
|
2023
Q2 | $1.27M | Sell |
14,238
-1,839
| -11% | -$174K | 1.73% | 14 |
|
|
2023
Q1 | $1.61M | Sell |
16,077
-7,430
| -32% | -$749K | 2.08% | 13 |
|
|
2022
Q4 | $2.04M | Buy |
23,507
+6,025
| +34% | +$576K | 2.19% | 12 |
|
|
2022
Q3 | $1.67M | Sell |
17,482
-91
| -0.5% | -$9.74K | 1.83% | 13 |
|
|
2022
Q2 | $1.66M | Sell |
17,573
-1,698
| -9% | -$188K | 1.76% | 15 |
|
|
2022
Q1 | $2.64M | Buy |
19,271
+1,220
| +7% | +$176K | 2.05% | 12 |
|
|
2021
Q4 | $2.8M | Buy |
18,051
+19
| +0.1% | +$3.07K | 2.06% | 12 |
|
|
2021
Q3 | $3.05M | Buy |
18,032
+385
| +2% | +$68.6K | 2.46% | 9 |
|
|
2021
Q2 | $3.13M | Sell |
17,647
-660
| -4% | -$119K | 2.57% | 7 |
|
|
2021
Q1 | $3.38M | Sell |
18,307
-345
| -2% | -$63.6K | 2.98% | 7 |
|
|
2020
Q4 | $3.38M | Buy |
18,652
+91
| +0.5% | +$13.1K | 3.14% | 7 |
|
|
2020
Q3 | $2.3M | Sell |
18,561
-1,206
| -6% | -$151K | 2.39% | 10 |
|
|
2020
Q2 | $2.2M | Sell |
19,767
-8,060
| -29% | -$890K | 2.59% | 10 |
|
|
2020
Q1 | $2.69M | Sell |
27,827
-69
| -0.2% | -$8.72K | 2.62% | 9 |
|
|
2019
Q4 | $4.04M | Sell |
27,896
-5,222
| -16% | -$729K | 3.06% | 6 |
|
|
2019
Q3 | $4.29M | Buy |
33,118
+237
| +0.7% | +$32.8K | 2.86% | 6 |
|
|
2019
Q2 | $4.59M | Buy |
32,881
+2,511
| +8% | +$333K | 3.17% | 5 |
|
|
2019
Q1 | $3.37M | Sell |
30,370
-91
| -0.3% | -$10.2K | 2.37% | 9 |
|
|
2018
Q4 | $3.34M | Sell |
30,461
-484
| -2% | -$55K | 2.54% | 10 |
|
|
2018
Q3 | $3.62M | Sell |
30,945
-1,198
| -4% | -$133K | 2.35% | 8 |
|
|
2018
Q2 | $3.37M | Sell |
32,143
-1,525
| -5% | -$156K | 2.31% | 10 |
|
|
2018
Q1 | $3.38M | Sell |
33,668
-199
| -0.6% | -$21.1K | 2.27% | 13 |
|
|
2017
Q4 | $3.64M | Sell |
33,867
-502
| -1% | -$51.7K | 2.42% | 12 |
|
|
2017
Q3 | $3.39M | Sell |
34,369
-208
| -0.6% | -$21.4K | 2.34% | 12 |
|
|
2017
Q2 | $3.67M | Sell |
34,577
-570
| -2% | -$62.4K | 2.68% | 10 |
|
|
2017
Q1 | $3.98M | Sell |
35,147
-519
| -1% | -$57.1K | 3.03% | 4 |
|
|
2016
Q4 | $3.72M | Buy |
35,666
+15
| +0% | +$1.46K | 2.94% | 5 |
|
|
2016
Q3 | $3.31M | Buy |
35,651
+972
| +3% | +$93.1K | 2.62% | 6 |
|
|
2016
Q2 | $3.45M | Sell |
34,679
-95
| -0.3% | -$9.5K | 2.77% | 5 |
|
|
2016
Q1 | $3.45M | Buy |
34,774
+1,527
| +5% | +$147K | 3.01% | 5 |
|
|
2015
Q4 | $3.43M | Sell |
33,247
-225
| -0.7% | -$25.1K | 3.17% | 4 |
|
|
2015
Q3 | $3.43M | Sell |
33,472
-429
| -1% | -$46.7K | 3.24% | 2 |
|
|
2015
Q2 | $3.87M | Buy |
33,901
+963
| +3% | +$106K | 3.27% | 2 |
|
|
2015
Q1 | $3.46M | Buy |
32,938
+1,974
| +6% | +$199K | 2.96% | 3 |
|
|
2014
Q4 | $2.92M | Sell |
30,964
-554
| -2% | -$49.9K | 2.56% | 5 |
|
|
2014
Q3 | $2.81M | Sell |
31,518
-1,383
| -4% | -$122K | 2.51% | 6 |
|
|
2014
Q2 | $2.82M | Buy |
32,901
+9,283
| +39% | +$758K | 2.22% | 7 |
|
|
2014
Q1 | $1.89M | Buy |
23,618
+2,111
| +10% | +$164K | 1.65% | 14 |
|
|
2013
Q4 | $1.64M | Buy |
+21,507
| New | +$1.49M | 1.56% | 19 |
|
Other funds holding DIS
VCM
VPM
Aldebaran Financial's DIS Position: Q1 2026 in Review
Aldebaran Financial reduced its Walt Disney (DIS) stake by 9.8% in Q1 2026, selling an estimated $98.1K and leaving 8,544 shares worth $824K. The position accounts for 0.78% of the portfolio, ranked #32.
Aldebaran Financial first reported a position in DIS in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.59M in Q2 2019. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Aldebaran Financial held 8,544 shares of Walt Disney worth $824K as of Q1 2026.
- Aldebaran Financial sold 928 Walt Disney shares in Q1 2026, an estimated $98.1K.
- Walt Disney made up 0.78% of Aldebaran Financial's portfolio in Q1 2026, its #32 holding.
- Aldebaran Financial first reported a position in Walt Disney in Q4 2013 and has held it in 50 quarters since.
- Aldebaran Financial's Walt Disney position peaked at $4.59M in Q2 2019.
- 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.