Chesapeake 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 | $330K | Buy |
3,423
+117
| +4% | +$12.4K | 0.1% | 127 |
|
|
2025
Q4 | $376K | Sell |
3,306
-5
| -0.2% | -$551 | 0.11% | 119 |
|
|
2025
Q3 | $379K | Sell |
3,311
-11
| -0.3% | -$1.3K | 0.12% | 120 |
|
|
2025
Q2 | $412K | Sell |
3,322
-136
| -4% | -$14.1K | 0.14% | 118 |
|
|
2025
Q1 | $341K | Sell |
3,458
-285
| -8% | -$30.6K | 0.12% | 120 |
|
|
2024
Q4 | $417K | Sell |
3,743
-65
| -2% | -$6.83K | 0.14% | 117 |
|
|
2024
Q3 | $366K | Sell |
3,808
-290
| -7% | -$26.7K | 0.13% | 121 |
|
|
2024
Q2 | $407K | Sell |
4,098
-481
| -11% | -$51.8K | 0.15% | 110 |
|
|
2024
Q1 | $560K | Sell |
4,579
-559
| -11% | -$58.4K | 0.2% | 94 |
|
|
2023
Q4 | $464K | Sell |
5,138
-5,838
| -53% | -$515K | 0.18% | 103 |
|
|
2023
Q3 | $890K | Sell |
10,976
-310
| -3% | -$26.5K | 0.37% | 74 |
|
|
2023
Q2 | $1.01M | Buy |
11,286
+410
| +4% | +$38.8K | 0.4% | 72 |
|
|
2023
Q1 | $1.09M | Buy |
10,876
+260
| +2% | +$26.2K | 0.45% | 67 |
|
|
2022
Q4 | $922K | Sell |
10,616
-137
| -1% | -$13.1K | 0.4% | 75 |
|
|
2022
Q3 | $1.01M | Buy |
10,753
+1,636
| +18% | +$175K | 0.46% | 59 |
|
|
2022
Q2 | $860K | Buy |
9,117
+224
| +3% | +$24.9K | 0.37% | 71 |
|
|
2022
Q1 | $1.22M | Sell |
8,893
-61
| -0.7% | -$8.82K | 0.44% | 61 |
|
|
2021
Q4 | $1.39M | Buy |
8,954
+248
| +3% | +$40.1K | 0.47% | 59 |
|
|
2021
Q3 | $1.47M | Buy |
8,706
+1,239
| +17% | +$221K | 0.53% | 50 |
|
|
2021
Q2 | $1.31M | Buy |
7,467
+1,616
| +28% | +$291K | 0.43% | 61 |
|
|
2021
Q1 | $1.08M | Buy |
5,851
+2,075
| +55% | +$383K | 0.36% | 73 |
|
|
2020
Q4 | $684K | Sell |
3,776
-83
| -2% | -$11.9K | 0.23% | 100 |
|
|
2020
Q3 | $479K | Hold |
3,859
| – | – | 0.18% | 118 |
|
|
2020
Q2 | $430K | Sell |
3,859
-13
| -0.3% | -$1.44K | 0.17% | 128 |
|
|
2020
Q1 | $374K | Sell |
3,872
-34
| -0.9% | -$4.3K | 0.17% | 121 |
|
|
2019
Q4 | $565K | Sell |
3,906
-58
| -1% | -$8.1K | 0.22% | 109 |
|
|
2019
Q3 | $516K | Sell |
3,964
-114
| -3% | -$15.8K | 0.21% | 114 |
|
|
2019
Q2 | $570K | Buy |
4,078
+100
| +3% | +$13.3K | 0.24% | 110 |
|
|
2019
Q1 | $441K | Buy |
3,978
+65
| +2% | +$7.26K | 0.19% | 124 |
|
|
2018
Q4 | $429K | Sell |
3,913
-200
| -5% | -$22.7K | 0.21% | 115 |
|
|
2018
Q3 | $481K | Sell |
4,113
-339
| -8% | -$37.7K | 0.21% | 110 |
|
|
2018
Q2 | $466K | Sell |
4,452
-258
| -5% | -$26.4K | 0.21% | 113 |
|
|
2018
Q1 | $473K | Buy |
+4,710
| New | +$500K | 0.22% | 106 |
|
Other funds holding DIS
VCM
VPM
Chesapeake Wealth Management's DIS Position: Q1 2026 in Review
Chesapeake Wealth Management increased its Walt Disney (DIS) stake by 3.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 3,423 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #127.
Chesapeake Wealth Management first reported a position in DIS in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.47M in Q3 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Chesapeake Wealth Management held 3,423 shares of Walt Disney worth $330K as of Q1 2026.
- Chesapeake Wealth Management bought 117 Walt Disney shares in Q1 2026, an estimated $12.4K.
- Walt Disney made up 0.1% of Chesapeake Wealth Management's portfolio in Q1 2026, its #127 holding.
- Chesapeake Wealth Management first reported a position in Walt Disney in Q1 2018 and has held it in 33 quarters since.
- Chesapeake Wealth Management's Walt Disney position peaked at $1.47M in Q3 2021.
- 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.