BCM
DIS icon

Boltwood Capital Management’s Walt Disney DIS Stock Holding History

Boltwood 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 		$1.28M Buy
13,285
+255
+2% +$26K 0.29% 78
2026
Q1 		$1.26M Buy
13,030
+34
+0.3% +$3.59K 0.32% 73
2025
Q4 		$1.48M Sell
12,996
-434
-3% -$47.8K 0.38% 63
2025
Q3 		$1.54M Buy
13,430
+13
+0.1% +$1.53K 0.41% 59
2025
Q2 		$1.66M Buy
13,417
+34
+0.3% +$3.53K 0.47% 55
2025
Q1 		$1.32M Sell
13,383
-175
-1% -$18.8K 0.4% 63
2024
Q4 		$1.51M Sell
13,558
-225
-2% -$23.6K 0.46% 59
2024
Q3 		$1.33M Sell
13,783
-2,588
-16% -$238K 0.39% 63
2024
Q2 		$1.63M Sell
16,371
-436
-3% -$46.9K 0.51% 59
2024
Q1 		$2.06M Sell
16,807
-180
-1% -$18.8K 0.64% 44
2023
Q4 		$1.53M Buy
16,987
+7
+0% +$617 0.51% 54
2023
Q3 		$1.38M Buy
16,980
+314
+2% +$26.8K 0.51% 51
2023
Q2 		$1.49M Sell
16,666
-240
-1% -$22.7K 0.54% 52
2023
Q1 		$1.69M Sell
16,906
-126
-0.7% -$12.7K 0.63% 43
2022
Q4 		$1.48M Sell
17,032
-1,585
-9% -$152K 0.6% 43
2022
Q3 		$1.76M Sell
18,617
-1,934
-9% -$207K 0.8% 35
2022
Q2 		$1.94M Sell
20,551
-676
-3% -$75K 0.84% 38
2022
Q1 		$2.91M Sell
21,227
-332
-2% -$48K 1.12% 23
2021
Q4 		$3.34M Buy
21,559
+81
+0.4% +$13.1K 1.23% 22
2021
Q3 		$3.63M Buy
21,478
+2
+0% +$356 1.47% 15
2021
Q2 		$3.77M Sell
21,476
-174
-0.8% -$31.3K 1.57% 13
2021
Q1 		$4M Sell
21,650
-1,607
-7% -$296K 1.77% 12
2020
Q4 		$4.21M Sell
23,257
-584
-2% -$83.8K 2.05% 9
2020
Q3 		$2.96M Sell
23,841
-895
-4% -$112K 1.65% 14
2020
Q2 		$2.76M Sell
24,736
-222
-0.9% -$24.5K 1.67% 16
2020
Q1 		$2.41M Buy
24,958
+2,874
+13% +$363K 1.71% 16
2019
Q4 		$3.19M Buy
22,084
+105
+0.5% +$14.7K 1.79% 13
2019
Q3 		$2.86M Sell
21,979
-900
-4% -$124K 1.8% 13
2019
Q2 		$3.19M Hold
22,879
– – 2.04% 8
2019
Q1 		$2.54M Buy
22,879
+242
+1% +$27K 1.66% 17
2018
Q4 		$2.48M Buy
22,637
+94
+0.4% +$10.7K 1.7% 18
2018
Q3 		$2.64M Buy
22,543
+105
+0.5% +$11.7K 1.57% 17
2018
Q2 		$2.35M Sell
22,438
-170
-0.8% -$17.4K 1.53% 16
2018
Q1 		$2.27M Sell
22,608
-2,534
-10% -$269K 1.55% 16
2017
Q4 		$2.7M Sell
25,142
-70
-0.3% -$7.21K 1.65% 14
2017
Q3 		$2.48M Buy
25,212
+75
+0.3% +$7.71K 1.61% 13
2017
Q2 		$2.67M Sell
25,137
-100
-0.4% -$10.9K 1.81% 10
2017
Q1 		$2.86M Buy
25,237
+1,675
+7% +$184K 2% 10
2016
Q4 		$2.46M Hold
23,562
– – 1.88% 11
2016
Q3 		$2.19M Buy
23,562
+240
+1% +$23K 1.76% 12
2016
Q2 		$2.28M Buy
23,322
+55
+0.2% +$5.5K 1.9% 10
2016
Q1 		$2.31M Sell
23,267
-1,120
-5% -$108K 2.03% 9
2015
Q4 		$2.56M Buy
24,387
+950
+4% +$106K 2.35% 8
2015
Q3 		$2.4M Sell
23,437
-300
-1% -$32.7K 2.55% 8
2015
Q2 		$2.71M Sell
23,737
-425
-2% -$46.7K 2.66% 8
2015
Q1 		$2.53M Sell
24,162
-950
-4% -$95.8K 0.74% 33
2014
Q4 		$2.37M Buy
25,112
+37
+0.1% +$3.34K 0.67% 36
2014
Q3 		$2.23M Buy
25,075
+1,625
+7% +$143K 0.66% 34
2014
Q2 		$2.01M Buy
23,450
+400
+2% +$32.7K 0.59% 34
2014
Q1 		$1.85M Sell
23,050
-1,250
-5% -$96.9K 0.58% 35
2013
Q4 		$1.86M Buy
24,300
+250
+1% +$17.3K 0.61% 35
2013
Q3 		$1.55M Buy
24,050
+425
+2% +$27.2K 0.56% 39
2013
Q2 		$1.49M Buy
+23,625
New +$1.49M 0.61% 38

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Boltwood Capital Management increased its Walt Disney (DIS) stake by 2% in Q2 2026, buying an estimated $26K and bringing the position to 13,285 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #78.

Boltwood Capital Management first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.21M in Q4 2020. 746 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Boltwood Capital Management held 13,285 shares of Walt Disney worth $1.28M as of Q2 2026.
  • Boltwood Capital Management bought 255 Walt Disney shares in Q2 2026, an estimated $26K.
  • Walt Disney made up 0.29% of Boltwood Capital Management's portfolio in Q2 2026, its #78 holding.
  • Boltwood Capital Management first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's Walt Disney position peaked at $4.21M in Q4 2020.
  • 746 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.