American Investment Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,448
| Closed | -$1.43M | – | 141 |
|
|
2025
Q1 | $1.43M | Hold |
14,448
| – | – | 0.25% | 72 |
|
|
2024
Q4 | $1.61M | Buy |
14,448
+200
| +1% | +$21K | 0.28% | 64 |
|
|
2024
Q3 | $1.37M | Hold |
14,248
| – | – | 0.23% | 70 |
|
|
2024
Q2 | $1.41M | Hold |
14,248
| – | – | 0.25% | 70 |
|
|
2024
Q1 | $1.74M | Hold |
14,248
| – | – | 0.31% | 62 |
|
|
2023
Q4 | $1.29M | Sell |
14,248
-84
| -0.6% | -$7.41K | 0.24% | 71 |
|
|
2023
Q3 | $1.16M | Sell |
14,332
-4,807
| -25% | -$411K | 0.25% | 67 |
|
|
2023
Q2 | $1.71M | Sell |
19,139
-15,532
| -45% | -$1.47M | 0.35% | 58 |
|
|
2023
Q1 | $3.01M | Hold |
34,671
| – | – | 0.62% | 37 |
|
|
2022
Q4 | $3.01M | Hold |
34,671
| – | – | 0.62% | 37 |
|
|
2022
Q3 | $3.27M | Buy |
34,671
+20,261
| +141% | +$2.17M | 0.78% | 31 |
|
|
2022
Q2 | $1.36M | Sell |
14,410
-9
| -0.1% | -$999 | 0.31% | 51 |
|
|
2022
Q1 | $1.98M | Buy |
14,419
+9
| +0.1% | +$1.3K | 0.43% | 45 |
|
|
2021
Q4 | $2.23M | Hold |
14,410
| – | – | 0.49% | 44 |
|
|
2021
Q3 | $2.44M | Sell |
14,410
-1
| -0% | -$178 | 0.55% | 41 |
|
|
2021
Q2 | $2.53M | Buy |
14,411
+49
| +0.3% | +$8.81K | 0.58% | 40 |
|
|
2021
Q1 | $2.65M | Buy |
14,362
+12
| +0.1% | +$2.21K | 0.72% | 33 |
|
|
2020
Q4 | $2.6M | Hold |
14,350
| – | – | 0.79% | 29 |
|
|
2020
Q3 | $1.78M | Buy |
14,350
+12,125
| +545% | +$1.52M | 0.6% | 33 |
|
|
2020
Q2 | $248K | Hold |
2,225
| – | – | 0.09% | 124 |
|
|
2020
Q1 | $215K | Buy |
2,225
+71
| +3% | +$8.98K | 0.08% | 129 |
|
|
2019
Q4 | $312K | Buy |
2,154
+24
| +1% | +$3.35K | 0.09% | 121 |
|
|
2019
Q3 | $278K | Hold |
2,130
| – | – | 0.09% | 116 |
|
|
2019
Q2 | $297K | Hold |
2,130
| – | – | 0.09% | 113 |
|
|
2019
Q1 | $237K | Hold |
2,130
| – | – | 0.08% | 119 |
|
|
2018
Q4 | $234K | Hold |
2,130
| – | – | 0.08% | 109 |
|
|
2018
Q3 | $249K | Hold |
2,130
| – | – | 0.08% | 103 |
|
|
2018
Q2 | $223K | Sell |
2,130
-72
| -3% | -$7.36K | 0.08% | 107 |
|
|
2018
Q1 | $221K | Sell |
2,202
-12,075
| -85% | -$1.28M | 0.08% | 107 |
|
|
2017
Q4 | $1.53M | Hold |
14,277
| – | – | 0.56% | 25 |
|
|
2017
Q3 | $1.41M | Hold |
14,277
| – | – | 0.54% | 27 |
|
|
2017
Q2 | $1.52M | Hold |
14,277
| – | – | 0.6% | 25 |
|
|
2017
Q1 | $1.62M | Sell |
14,277
-181
| -1% | -$19.9K | 0.66% | 24 |
|
|
2016
Q4 | $1.51M | Hold |
14,458
| – | – | 0.63% | 26 |
|
|
2016
Q3 | $1.34M | Sell |
14,458
-611
| -4% | -$58.5K | 0.56% | 29 |
|
|
2016
Q2 | $1.47M | Hold |
15,069
| – | – | 0.64% | 25 |
|
|
2016
Q1 | $1.5M | Buy |
+15,069
| New | +$1.45M | 0.73% | 18 |
|
Other funds holding DIS
American Investment Services's DIS Position: Q2 2025 in Review
American Investment Services sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 14,448 shares — an estimated $1.43M sold.
American Investment Services first reported a position in DIS in Q1 2016 and held it in 37 quarters. The position peaked at $3.27M in Q3 2022. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.
- American Investment Services reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
- American Investment Services sold 14,448 Walt Disney shares in Q2 2025, an estimated $1.43M.
- American Investment Services first reported a position in Walt Disney in Q1 2016 and held it in 37 quarters.
- American Investment Services's Walt Disney position peaked at $3.27M in Q3 2022.
- 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.
Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.