Cabot Wealth Management’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
Q1 | $9.91M | Buy |
102,807
+950
| +0.9% | +$100K | 1.14% | 35 |
|
|
2025
Q4 | $11.6M | Buy |
101,857
+1,655
| +2% | +$182K | 1.28% | 26 |
|
|
2025
Q3 | $11.5M | Sell |
100,202
-872
| -0.9% | -$103K | 1.27% | 28 |
|
|
2025
Q2 | $12.5M | Sell |
101,074
-91
| -0.1% | -$9.46K | 1.49% | 25 |
|
|
2025
Q1 | $9.99M | Buy |
101,165
+3,973
| +4% | +$427K | 1.27% | 35 |
|
|
2024
Q4 | $10.8M | Buy |
97,192
+2,842
| +3% | +$299K | 1.37% | 30 |
|
|
2024
Q3 | $9.08M | Buy |
94,350
+1,792
| +2% | +$165K | 1.13% | 37 |
|
|
2024
Q2 | $9.19M | Sell |
92,558
-179
| -0.2% | -$19.3K | 1.2% | 33 |
|
|
2024
Q1 | $11.3M | Sell |
92,737
-348
| -0.4% | -$36.4K | 1.48% | 29 |
|
|
2023
Q4 | $8.4M | Buy |
93,085
+2,231
| +2% | +$197K | 1.17% | 33 |
|
|
2023
Q3 | $7.36M | Buy |
90,854
+3,787
| +4% | +$323K | 1.13% | 34 |
|
|
2023
Q2 | $7.77M | Buy |
87,067
+3,072
| +4% | +$291K | 1.16% | 33 |
|
|
2023
Q1 | $8.41M | Buy |
83,995
+2,137
| +3% | +$215K | 1.33% | 32 |
|
|
2022
Q4 | $7.11M | Sell |
81,858
-9,937
| -11% | -$950K | 1.2% | 36 |
|
|
2022
Q3 | $8.66M | Buy |
91,795
+9,204
| +11% | +$985K | 1.46% | 27 |
|
|
2022
Q2 | $7.8M | Sell |
82,591
-1,716
| -2% | -$190K | 1.24% | 32 |
|
|
2022
Q1 | $11.6M | Buy |
84,307
+3,749
| +5% | +$542K | 1.56% | 25 |
|
|
2021
Q4 | $12.5M | Sell |
80,558
-868
| -1% | -$140K | 1.58% | 25 |
|
|
2021
Q3 | $13.8M | Sell |
81,426
-229
| -0.3% | -$40.8K | 1.85% | 16 |
|
|
2021
Q2 | $14.4M | Sell |
81,655
-888
| -1% | -$160K | 1.92% | 17 |
|
|
2021
Q1 | $15.2M | Buy |
82,543
+1,553
| +2% | +$286K | 2.15% | 12 |
|
|
2020
Q4 | $14.7M | Buy |
80,990
+1,999
| +3% | +$287K | 2.25% | 10 |
|
|
2020
Q3 | $9.8M | Buy |
78,991
+1,567
| +2% | +$196K | 1.78% | 20 |
|
|
2020
Q2 | $8.63M | Buy |
77,424
+535
| +0.7% | +$59.1K | 1.72% | 21 |
|
|
2020
Q1 | $7.43M | Buy |
76,889
+1,549
| +2% | +$196K | 1.77% | 17 |
|
|
2019
Q4 | $10.9M | Buy |
75,340
+238
| +0.3% | +$33.2K | 2.1% | 13 |
|
|
2019
Q3 | $9.79M | Sell |
75,102
-2,620
| -3% | -$362K | 2.07% | 13 |
|
|
2019
Q2 | $10.9M | Sell |
77,722
-3,489
| -4% | -$463K | 2.29% | 11 |
|
|
2019
Q1 | $9.02M | Buy |
81,211
+679
| +0.8% | +$75.9K | 1.98% | 15 |
|
|
2018
Q4 | $8.83M | Sell |
80,532
-773
| -1% | -$87.9K | 2.16% | 13 |
|
|
2018
Q3 | $9.51M | Sell |
81,305
-3,048
| -4% | -$339K | 2.04% | 13 |
|
|
2018
Q2 | $8.84M | Buy |
84,353
+1,113
| +1% | +$114K | 1.97% | 15 |
|
|
2018
Q1 | $8.36M | Buy |
83,240
+112
| +0.1% | +$11.9K | 1.87% | 14 |
|
|
2017
Q4 | $8.94M | Sell |
83,128
-1,264
| -1% | -$130K | 1.93% | 13 |
|
|
2017
Q3 | $8.32M | Sell |
84,392
-68
| -0.1% | -$7K | 1.87% | 12 |
|
|
2017
Q2 | $8.97M | Sell |
84,460
-1,607
| -2% | -$176K | 2.09% | 10 |
|
|
2017
Q1 | $9.76M | Sell |
86,067
-3,895
| -4% | -$429K | 2.4% | 8 |
|
|
2016
Q4 | $9.38M | Sell |
89,962
-1,495
| -2% | -$146K | 2.54% | 4 |
|
|
2016
Q3 | $8.49M | Buy |
91,457
+1,956
| +2% | +$187K | 2.18% | 6 |
|
|
2016
Q2 | $8.76M | Buy |
89,501
+728
| +0.8% | +$72.8K | 2.31% | 6 |
|
|
2016
Q1 | $8.82M | Sell |
88,773
-570
| -0.6% | -$55K | 2.45% | 5 |
|
|
2015
Q4 | $9.39M | Buy |
89,343
+311
| +0.3% | +$34.7K | 2.4% | 4 |
|
|
2015
Q3 | $9.1M | Sell |
89,032
-89
| -0.1% | -$9.69K | 2.51% | 4 |
|
|
2015
Q2 | $10.2M | Buy |
89,121
+270
| +0.3% | +$29.6K | 2.47% | 5 |
|
|
2015
Q1 | $9.32M | Buy |
88,851
+838
| +1% | +$84.5K | 2.27% | 6 |
|
|
2014
Q4 | $8.29M | Buy |
88,013
+896
| +1% | +$80.8K | 2.05% | 5 |
|
|
2014
Q3 | $7.76M | Buy |
87,117
+461
| +0.5% | +$40.7K | 1.98% | 5 |
|
|
2014
Q2 | $7.43M | Buy |
86,656
+19,263
| +29% | +$1.57M | 1.87% | 7 |
|
|
2014
Q1 | $5.4M | Buy |
67,393
+5,566
| +9% | +$431K | 1.42% | 14 |
|
|
2013
Q4 | $4.72M | Buy |
61,827
+3,541
| +6% | +$245K | 1.24% | 19 |
|
|
2013
Q3 | $3.76M | Buy |
58,286
+54,446
| +1,418% | +$3.49M | 1.13% | 27 |
|
|
2013
Q2 | $242K | Buy |
+3,840
| New | +$243K | 0.08% | 164 |
|
Other funds holding DIS
VCM
VPM
Cabot Wealth Management's DIS Position: Q1 2026 in Review
Cabot Wealth Management increased its Walt Disney (DIS) stake by 0.93% in Q1 2026, buying an estimated $100K and bringing the position to 102,807 shares worth $9.91M. The position accounts for 1.14% of the portfolio, ranked #35.
Cabot Wealth Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.2M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Cabot Wealth Management held 102,807 shares of Walt Disney worth $9.91M as of Q1 2026.
- Cabot Wealth Management bought 950 Walt Disney shares in Q1 2026, an estimated $100K.
- Walt Disney made up 1.14% of Cabot Wealth Management's portfolio in Q1 2026, its #35 holding.
- Cabot Wealth Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
- Cabot Wealth Management's Walt Disney position peaked at $15.2M in Q1 2021.
- 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.