Clifford Swan Investment Counsel’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 | $12.6M | Sell |
130,364
-3,962
| -3% | -$419K | 0.43% | 70 |
|
|
2025
Q4 | $15.3M | Sell |
134,326
-2,139
| -2% | -$236K | 0.51% | 59 |
|
|
2025
Q3 | $15.6M | Sell |
136,465
-2,833
| -2% | -$334K | 0.52% | 58 |
|
|
2025
Q2 | $17.3M | Sell |
139,298
-8,933
| -6% | -$928K | 0.61% | 49 |
|
|
2025
Q1 | $14.6M | Sell |
148,231
-2,484
| -2% | -$267K | 0.54% | 57 |
|
|
2024
Q4 | $16.8M | Sell |
150,715
-6,168
| -4% | -$648K | 0.6% | 51 |
|
|
2024
Q3 | $15.1M | Sell |
156,883
-7,335
| -4% | -$675K | 0.54% | 62 |
|
|
2024
Q2 | $16.3M | Sell |
164,218
-1,338
| -0.8% | -$144K | 0.61% | 52 |
|
|
2024
Q1 | $20.3M | Sell |
165,556
-4,819
| -3% | -$503K | 0.75% | 41 |
|
|
2023
Q4 | $15.4M | Sell |
170,375
-6,302
| -4% | -$556K | 0.6% | 52 |
|
|
2023
Q3 | $14.3M | Buy |
176,677
+9,044
| +5% | +$772K | 0.6% | 53 |
|
|
2023
Q2 | $15M | Buy |
167,633
+1,273
| +0.8% | +$121K | 0.6% | 55 |
|
|
2023
Q1 | $16.7M | Sell |
166,360
-3,242
| -2% | -$327K | 0.7% | 46 |
|
|
2022
Q4 | $14.7M | Sell |
169,602
-3,104
| -2% | -$297K | 0.64% | 54 |
|
|
2022
Q3 | $16.3M | Sell |
172,706
-7,901
| -4% | -$846K | 0.76% | 42 |
|
|
2022
Q2 | $17M | Buy |
180,607
+1,853
| +1% | +$206K | 0.74% | 44 |
|
|
2022
Q1 | $24.5M | Sell |
178,754
-5,102
| -3% | -$738K | 0.91% | 32 |
|
|
2021
Q4 | $28.5M | Sell |
183,856
-2,623
| -1% | -$424K | 1% | 30 |
|
|
2021
Q3 | $31.7M | Buy |
186,479
+491
| +0.3% | +$87.5K | 1.16% | 23 |
|
|
2021
Q2 | $32.1M | Sell |
185,988
-8,264
| -4% | -$1.49M | 1.22% | 23 |
|
|
2021
Q1 | $35.8M | Sell |
194,252
-10,829
| -5% | -$2M | 1.47% | 13 |
|
|
2020
Q4 | $37.2M | Sell |
205,081
-12,697
| -6% | -$1.82M | 1.62% | 11 |
|
|
2020
Q3 | $27M | Sell |
217,778
-4,978
| -2% | -$622K | 1.3% | 19 |
|
|
2020
Q2 | $24.8M | Sell |
222,756
-10,209
| -4% | -$1.13M | 1.28% | 19 |
|
|
2020
Q1 | $22.5M | Buy |
232,965
+11,445
| +5% | +$1.45M | 1.37% | 15 |
|
|
2019
Q4 | $32M | Sell |
221,520
-1,044
| -0.5% | -$146K | 1.55% | 12 |
|
|
2019
Q3 | $29M | Sell |
222,564
-3,257
| -1% | -$450K | 1.51% | 15 |
|
|
2019
Q2 | $31.5M | Sell |
225,821
-215
| -0.1% | -$28.5K | 1.66% | 11 |
|
|
2019
Q1 | $25.1M | Buy |
226,036
+5,573
| +3% | +$623K | 1.35% | 17 |
|
|
2018
Q4 | $24.2M | Sell |
220,463
-3,928
| -2% | -$447K | 1.47% | 16 |
|
|
2018
Q3 | $26.2M | Buy |
224,391
+1,850
| +0.8% | +$206K | 1.37% | 16 |
|
|
2018
Q2 | $23.3M | Buy |
222,541
+8,952
| +4% | +$915K | 1.3% | 19 |
|
|
2018
Q1 | $21.5M | Buy |
213,589
+25,928
| +14% | +$2.76M | 1.21% | 24 |
|
|
2017
Q4 | $20.2M | Buy |
187,661
+26,504
| +16% | +$2.73M | 1.1% | 26 |
|
|
2017
Q3 | $15.9M | Buy |
161,157
+30,199
| +23% | +$3.11M | 0.96% | 32 |
|
|
2017
Q2 | $13.9M | Buy |
130,958
+2,348
| +2% | +$257K | 0.87% | 39 |
|
|
2017
Q1 | $14.6M | Buy |
128,610
+608
| +0.5% | +$66.9K | 0.93% | 37 |
|
|
2016
Q4 | $13.3M | Buy |
128,002
+4,219
| +3% | +$411K | 0.89% | 33 |
|
|
2016
Q3 | $11.5M | Buy |
123,783
+19,140
| +18% | +$1.83M | 0.78% | 43 |
|
|
2016
Q2 | $10.2M | Sell |
104,643
-7,495
| -7% | -$750K | 0.71% | 52 |
|
|
2016
Q1 | $11.1M | Buy |
112,138
+15,367
| +16% | +$1.48M | 0.76% | 49 |
|
|
2015
Q4 | $10.2M | Buy |
96,771
+5,201
| +6% | +$580K | 0.7% | 52 |
|
|
2015
Q3 | $9.36M | Buy |
91,570
+8,721
| +11% | +$950K | 0.67% | 53 |
|
|
2015
Q2 | $9.46M | Sell |
82,849
-1,008
| -1% | -$111K | 0.64% | 54 |
|
|
2015
Q1 | $8.8M | Buy |
83,857
+153
| +0.2% | +$15.4K | 0.58% | 57 |
|
|
2014
Q4 | $7.88M | Buy |
83,704
+2,778
| +3% | +$250K | 0.52% | 58 |
|
|
2014
Q3 | $7.21M | Buy |
80,926
+237
| +0.3% | +$20.9K | 0.49% | 60 |
|
|
2014
Q2 | $6.92M | Buy |
80,689
+920
| +1% | +$75.1K | 0.47% | 58 |
|
|
2014
Q1 | $6.39M | Buy |
79,769
+2,112
| +3% | +$164K | 0.45% | 64 |
|
|
2013
Q4 | $5.93M | Sell |
77,657
-418
| -0.5% | -$29K | 0.43% | 66 |
|
|
2013
Q3 | $5.04M | Sell |
78,075
-705
| -0.9% | -$45.2K | 0.4% | 70 |
|
|
2013
Q2 | $4.97M | Buy |
+78,780
| New | +$4.98M | 0.42% | 68 |
|
Other funds holding DIS
VCM
VPM
Clifford Swan Investment Counsel's DIS Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its Walt Disney (DIS) stake by 2.9% in Q1 2026, selling an estimated $419K and leaving 130,364 shares worth $12.6M. The position accounts for 0.43% of the portfolio, ranked #70.
Clifford Swan Investment Counsel first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.2M in Q4 2020. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Clifford Swan Investment Counsel held 130,364 shares of Walt Disney worth $12.6M as of Q1 2026.
- Clifford Swan Investment Counsel sold 3,962 Walt Disney shares in Q1 2026, an estimated $419K.
- Walt Disney made up 0.43% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #70 holding.
- Clifford Swan Investment Counsel first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's Walt Disney position peaked at $37.2M in Q4 2020.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.