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Buckingham Capital Management (Ohio)’s Walt Disney DIS Stock Holding History

Buckingham Capital Management (Ohio)’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 		$7.39M Sell
66,380
-1,309
-2% -$138K 0.85% 33
2024
Q3 		$6.51M Sell
67,689
-2,117
-3% -$195K 0.74% 37
2024
Q2 		$6.93M Buy
69,806
+255
+0.4% +$27.4K 0.83% 36
2024
Q1 		$8.51M Sell
69,551
-267
-0.4% -$27.9K 1.04% 30
2023
Q4 		$6.3M Sell
69,818
-2,316
-3% -$204K 0.84% 38
2023
Q3 		$5.85M Sell
72,134
-736
-1% -$62.9K 0.89% 36
2023
Q2 		$6.51M Buy
72,870
+8,095
+12% +$767K 0.97% 33
2023
Q1 		$6.49M Buy
64,775
+2,077
+3% +$209K 1.04% 33
2022
Q4 		$5.45M Buy
62,698
+312
+0.5% +$29.8K 0.95% 36
2022
Q3 		$5.88M Sell
62,386
-1,328
-2% -$142K 1.14% 33
2022
Q2 		$6.01M Sell
63,714
-2,053
-3% -$228K 1.13% 34
2022
Q1 		$9.02M Buy
65,767
+437
+0.7% +$63.2K 1.48% 26
2021
Q4 		$10.1M Buy
65,330
+3,107
+5% +$502K 1.57% 25
2021
Q3 		$10.5M Buy
62,223
+1,604
+3% +$286K 1.72% 20
2021
Q2 		$10.7M Sell
60,619
-1,151
-2% -$207K 1.72% 21
2021
Q1 		$11.4M Sell
61,770
-2,348
-4% -$433K 1.92% 14
2020
Q4 		$11.6M Buy
64,118
+668
+1% +$95.9K 2.05% 13
2020
Q3 		$7.87M Buy
63,450
+2,011
+3% +$251K 1.57% 24
2020
Q2 		$6.85M Buy
61,439
+2,747
+5% +$303K 1.49% 26
2020
Q1 		$5.67M Sell
58,692
-3,680
-6% -$465K 1.43% 23
2019
Q4 		$9.02M Buy
62,372
+1,887
+3% +$263K 1.56% 16
2019
Q3 		$7.88M Sell
60,485
-19
-0% -$2.63K 1.46% 17
2019
Q2 		$8.45M Sell
60,504
-174
-0.3% -$23.1K 1.6% 13
2019
Q1 		$6.74M Buy
60,678
+678
+1% +$75.8K 1.32% 18
2018
Q4 		$6.58M Buy
60,000
+305
+0.5% +$34.7K 1.44% 15
2018
Q3 		$6.98M Sell
59,695
-777
-1% -$86.5K 1.36% 19
2018
Q2 		$6.34M Sell
60,472
-351
-0.6% -$35.9K 1.29% 20
2018
Q1 		$6.11M Sell
60,823
-701
-1% -$74.5K 1.28% 19
2017
Q4 		$6.61M Buy
61,524
+300
+0.5% +$30.9K 1.39% 17
2017
Q3 		$6.04M Buy
61,224
+1,026
+2% +$106K 1.34% 16
2017
Q2 		$6.4M Sell
60,198
-2,485
-4% -$272K 1.48% 12
2017
Q1 		$7.11M Sell
62,683
-744
-1% -$81.9K 1.66% 9
2016
Q4 		$6.61M Buy
63,427
+10,269
+19% +$1M 1.64% 10
2016
Q3 		$4.94M Buy
53,158
+1,581
+3% +$151K 1.26% 16
2016
Q2 		$5.04M Buy
51,577
+2,983
+6% +$298K 1.34% 14
2016
Q1 		$4.83M Buy
48,594
+254
+0.5% +$24.5K 1.32% 15
2015
Q4 		$5.08M Buy
48,340
+1,510
+3% +$168K 1.42% 13
2015
Q3 		$4.79M Buy
46,830
+447
+1% +$48.7K 1.41% 10
2015
Q2 		$5.3M Buy
46,383
+472
+1% +$51.8K 1.48% 8
2015
Q1 		$4.82M Sell
45,911
-1,655
-3% -$167K 1.39% 11
2014
Q4 		$4.48M Sell
47,566
-1,169
-2% -$105K 1.33% 11
2014
Q3 		$4.34M Sell
48,735
-855
-2% -$75.4K 1.35% 9
2014
Q2 		$4.25M Sell
49,590
-262
-0.5% -$21.4K 1.34% 11
2014
Q1 		$3.99M Sell
49,852
-124
-0.2% -$9.61K 1.34% 12
2013
Q4 		$3.82M Buy
49,976
+446
+0.9% +$30.9K 1.34% 13
2013
Q3 		$3.23M Buy
49,530
+1,020
+2% +$65.4K 1.31% 14
2013
Q2 		$3.06M Buy
+48,510
New +$3.06M 1.25% 17

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

Buckingham Capital Management (Ohio)'s DIS Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its Walt Disney (DIS) stake by 1.9% in Q4 2024, selling an estimated $138K and leaving 66,380 shares worth $7.39M. The position accounts for 0.85% of the portfolio, ranked #33.

Buckingham Capital Management (Ohio) first reported a position in DIS in Q2 2013 and has held it in 47 quarters since. The position peaked at $11.6M in Q4 2020. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 66,380 shares of Walt Disney worth $7.39M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 1,309 Walt Disney shares in Q4 2024, an estimated $138K.
  • Walt Disney made up 0.85% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #33 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Walt Disney in Q2 2013 and has held it in 47 quarters since.
  • Buckingham Capital Management (Ohio)'s Walt Disney position peaked at $11.6M in Q4 2020.
  • 3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.