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Boston Financial Management’s Walt Disney DIS Stock Holding History

Boston Financial 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
2024
Q4 		$700K Buy
6,287
+94
+2% +$9.87K 0.02% 224
2024
Q3 		$596K Sell
6,193
-937
-13% -$86.2K 0.02% 228
2024
Q2 		$708K Sell
7,130
-10,522
-60% -$1.13M 0.02% 218
2024
Q1 		$2.16M Sell
17,652
-421
-2% -$44K 0.07% 137
2023
Q4 		$1.63M Sell
18,073
-313
-2% -$27.6K 0.06% 150
2023
Q3 		$1.49M Sell
18,386
-3,803
-17% -$325K 0.06% 147
2023
Q2 		$1.98M Sell
22,189
-299
-1% -$28.3K 0.07% 140
2023
Q1 		$2.25M Buy
22,488
+119
+0.5% +$12K 0.09% 132
2022
Q4 		$1.94M Buy
22,369
+995
+5% +$95.2K 0.08% 135
2022
Q3 		$2.02M Buy
21,374
+8,416
+65% +$901K 0.09% 126
2022
Q2 		$1.22M Buy
12,958
+2,366
+22% +$263K 0.05% 148
2022
Q1 		$1.45M Buy
10,592
+506
+5% +$73.2K 0.06% 144
2021
Q4 		$1.56M Sell
10,086
-7
-0.1% -$1.13K 0.06% 126
2021
Q3 		$1.71M Buy
10,093
+1,733
+21% +$309K 0.07% 114
2021
Q2 		$1.47M Sell
8,360
-1,074
-11% -$193K 0.06% 120
2021
Q1 		$1.74M Buy
9,434
+107
+1% +$19.7K 0.08% 110
2020
Q4 		$1.69M Sell
9,327
-2,587
-22% -$371K 0.08% 112
2020
Q3 		$1.48M Sell
11,914
-530
-4% -$66.2K 0.07% 109
2020
Q2 		$1.39M Sell
12,444
-8,518
-41% -$940K 0.07% 108
2020
Q1 		$2.02M Sell
20,962
-1,664
-7% -$210K 0.13% 92
2019
Q4 		$3.27M Sell
22,626
-32
-0.1% -$4.47K 0.18% 92
2019
Q3 		$2.95M Buy
22,658
+111
+0.5% +$15.3K 0.17% 99
2019
Q2 		$3.15M Sell
22,547
-435
-2% -$57.7K 0.18% 98
2019
Q1 		$2.55M Buy
22,982
+3,119
+16% +$349K 0.16% 105
2018
Q4 		$2.18M Buy
19,863
+706
+4% +$80.3K 0.15% 112
2018
Q3 		$2.24M Buy
19,157
+8,253
+76% +$919K 0.13% 123
2018
Q2 		$1.14M Sell
10,904
-1,218
-10% -$125K 0.08% 144
2018
Q1 		$1.22M Buy
12,122
+22
+0.2% +$2.34K 0.08% 150
2017
Q4 		$1.3M Sell
12,100
-219
-2% -$22.6K 0.09% 154
2017
Q3 		$1.21M Sell
12,319
-1,075
-8% -$111K 0.09% 159
2017
Q2 		$1.42M Sell
13,394
-1,480
-10% -$162K 0.1% 158
2017
Q1 		$1.69M Buy
14,874
+2,999
+25% +$330K 0.13% 153
2016
Q4 		$1.24M Sell
11,875
-185
-2% -$18K 0.1% 171
2016
Q3 		$1.12M Buy
12,060
+682
+6% +$65.3K 0.09% 174
2016
Q2 		$1.11M Buy
11,378
+4,357
+62% +$436K 0.09% 172
2016
Q1 		$697K Sell
7,021
-830
-11% -$80.1K 0.1% 127
2015
Q4 		$825K Sell
7,851
-625
-7% -$69.7K 0.12% 128
2015
Q3 		$866K Buy
8,476
+320
+4% +$34.8K 0.12% 141
2015
Q2 		$931K Sell
8,156
-371
-4% -$40.7K 0.12% 146
2015
Q1 		$894K Buy
8,527
+150
+2% +$15.1K 0.11% 145
2014
Q4 		$789K Buy
8,377
+663
+9% +$59.8K 0.1% 146
2014
Q3 		$687K Buy
7,714
+311
+4% +$27.4K 0.09% 151
2014
Q2 		$635K Buy
7,403
+80
+1% +$6.53K 0.08% 154
2014
Q1 		$586K Sell
7,323
-373
-5% -$28.9K 0.08% 154
2013
Q4 		$588K Buy
7,696
+340
+5% +$23.6K 0.08% 154
2013
Q3 		$474K Buy
7,356
+573
+8% +$36.7K 0.07% 160
2013
Q2 		$428K Buy
+6,783
New +$429K 0.07% 166

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Financial Management's DIS Position: Q4 2024 in Review

Boston Financial Management increased its Walt Disney (DIS) stake by 1.5% in Q4 2024, buying an estimated $9.87K and bringing the position to 6,287 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #224.

Boston Financial Management first reported a position in DIS in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.27M in Q4 2019. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Boston Financial Management held 6,287 shares of Walt Disney worth $700K as of Q4 2024.
  • Boston Financial Management bought 94 Walt Disney shares in Q4 2024, an estimated $9.87K.
  • Walt Disney made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #224 holding.
  • Boston Financial Management first reported a position in Walt Disney in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's Walt Disney position peaked at $3.27M in Q4 2019.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.