Atwood & Palmer’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
Q2
$147K Sell
1,524
-31
-2% -$3.16K 0.01% 176
2026
Q1
$150K Buy
1,555
+31
+2% +$3.28K 0.01% 172
2025
Q4
$173K Hold
1,524
0.01% 159
2025
Q3
$175K Hold
1,524
0.01% 163
2025
Q2
$189K Sell
1,524
-146
-9% -$15.2K 0.01% 157
2025
Q1
$165K Buy
1,670
+96
+6% +$10.3K 0.01% 160
2024
Q4
$175K Hold
1,574
0.01% 150
2024
Q3
$151K Sell
1,574
-32
-2% -$2.94K 0.01% 162
2024
Q2
$159K Hold
1,606
0.01% 153
2024
Q1
$197K Hold
1,606
0.01% 148
2023
Q4
$145K Sell
1,606
-757
-32% -$66.7K 0.01% 162
2023
Q3
$192K Hold
2,363
0.02% 143
2023
Q2
$211K Buy
2,363
+73
+3% +$6.92K 0.02% 145
2023
Q1
$229K Sell
2,290
-1,000
-30% -$101K 0.02% 134
2022
Q4
$286K Buy
3,290
+1,000
+44% +$95.6K 0.03% 127
2022
Q3
$216K Sell
2,290
-157
-6% -$16.8K 0.02% 135
2022
Q2
$231K Sell
2,447
-441
-15% -$48.9K 0.02% 133
2022
Q1
$396K Sell
2,888
-113
-4% -$16.3K 0.03% 118
2021
Q4
$465K Buy
3,001
+61
+2% +$9.85K 0.04% 117
2021
Q3
$497K Buy
2,940
+84
+3% +$15K 0.04% 105
2021
Q2
$502K Buy
2,856
+99
+4% +$17.8K 0.05% 107
2021
Q1
$509K Buy
2,757
+104
+4% +$19.2K 0.05% 103
2020
Q4
$481K Buy
2,653
+270
+11% +$38.8K 0.05% 98
2020
Q3
$296K Buy
2,383
+311
+15% +$38.9K 0.04% 110
2020
Q2
$231K Hold
2,072
0.03% 116
2020
Q1
$200K Buy
2,072
+700
+51% +$88.5K 0.03% 117
2019
Q4
$198K Hold
1,372
0.03% 122
2019
Q3
$179K Sell
1,372
-570
-29% -$78.8K 0.02% 131
2019
Q2
$271K Hold
1,942
0.04% 111
2019
Q1
$216K Hold
1,942
0.03% 117
2018
Q4
$213K Buy
1,942
+137
+8% +$15.6K 0.03% 115
2018
Q3
$211K Sell
1,805
-14
-0.8% -$1.56K 0.03% 125
2018
Q2
$191K Buy
1,819
+19
+1% +$1.94K 0.03% 128
2018
Q1
$181K Hold
1,800
0.03% 129
2017
Q4
$194K Hold
1,800
0.03% 133
2017
Q3
$177K Sell
1,800
-187
-9% -$19.2K 0.03% 133
2017
Q2
$211K Buy
1,987
+25
+1% +$2.74K 0.03% 123
2017
Q1
$222K Sell
1,962
-452
-19% -$49.8K 0.04% 112
2016
Q4
$252K Hold
2,414
0.05% 102
2016
Q3
$224K Buy
2,414
+135
+6% +$12.9K 0.04% 105
2016
Q2
$223K Hold
2,279
0.04% 104
2016
Q1
$226K Sell
2,279
-368
-14% -$35.5K 0.04% 106
2015
Q4
$278K Hold
2,647
0.05% 109
2015
Q3
$271K Buy
2,647
+150
+6% +$16.3K 0.05% 107
2015
Q2
$285K Buy
2,497
+705
+39% +$77.4K 0.05% 109
2015
Q1
$188K Hold
1,792
0.03% 126
2014
Q4
$169K Sell
1,792
-173
-9% -$15.6K 0.03% 135
2014
Q3
$175K Buy
1,965
+1,217
+163% +$107K 0.03% 133
2014
Q2
$64K Buy
+748
New +$61.1K 0.02% 180

Other funds holding DIS

Atwood & Palmer's DIS Position: Q2 2026 in Review

Atwood & Palmer reduced its Walt Disney (DIS) stake by 2% in Q2 2026, selling an estimated $3.16K and leaving 1,524 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #176.

Atwood & Palmer first reported a position in DIS in Q2 2014 and has held it in 49 quarters since. The position peaked at $509K in Q1 2021. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Atwood & Palmer held 1,524 shares of Walt Disney worth $147K as of Q2 2026.
  • Atwood & Palmer sold 31 Walt Disney shares in Q2 2026, an estimated $3.16K.
  • Walt Disney made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #176 holding.
  • Atwood & Palmer first reported a position in Walt Disney in Q2 2014 and has held it in 49 quarters since.
  • Atwood & Palmer's Walt Disney position peaked at $509K in Q1 2021.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.