J.P. Marvel Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,194
| Closed | -$315K | – | 67 |
|
|
2025
Q1 | $315K | Sell |
3,194
-7
| -0.2% | -$752 | 0.05% | 65 |
|
|
2024
Q4 | $356K | Sell |
3,201
-38,715
| -92% | -$4.07M | 0.06% | 64 |
|
|
2024
Q3 | $4.03M | Sell |
41,916
-2,516
| -6% | -$231K | 0.66% | 40 |
|
|
2024
Q2 | $4.41M | Sell |
44,432
-248
| -0.6% | -$26.7K | 0.72% | 35 |
|
|
2024
Q1 | $5.47M | Buy |
+44,680
| New | +$4.67M | 0.95% | 29 |
|
|
2020
Q1 | – | Sell |
-69,588
| Closed | -$10.1M | – | 65 |
|
|
2019
Q4 | $10.1M | Sell |
69,588
-57
| -0.1% | -$7.96K | 2.91% | 12 |
|
|
2019
Q3 | $9.08M | Buy |
+69,645
| New | +$9.63M | 2.91% | 10 |
|
|
2019
Q1 | $6.66M | Buy |
59,961
+3,805
| +7% | +$425K | 2.16% | 16 |
|
|
2018
Q4 | $6.16M | Buy |
+56,156
| New | +$6.38M | 2.22% | 18 |
|
|
2018
Q2 | $5.32M | Sell |
50,757
-80
| -0.2% | -$8.18K | 1.63% | 23 |
|
|
2018
Q1 | $5.11M | Sell |
50,837
-130
| -0.3% | -$13.8K | 1.58% | 24 |
|
|
2017
Q4 | $5.48M | Sell |
50,967
-1,365
| -3% | -$141K | 1.67% | 22 |
|
|
2017
Q3 | $5.16M | Sell |
52,332
-168
| -0.3% | -$17.3K | 1.64% | 23 |
|
|
2017
Q2 | $5.58M | Sell |
52,500
-20
| -0% | -$2.19K | 1.85% | 22 |
|
|
2017
Q1 | $5.96M | Sell |
52,520
-2,026
| -4% | -$223K | 1.97% | 20 |
|
|
2016
Q4 | $5.68M | Sell |
54,546
-90
| -0.2% | -$8.78K | 1.94% | 20 |
|
|
2016
Q3 | $5.07M | Sell |
54,636
-3,102
| -5% | -$297K | 1.8% | 24 |
|
|
2016
Q2 | $5.65M | Sell |
57,738
-869
| -1% | -$86.9K | 1.98% | 19 |
|
|
2016
Q1 | $5.82M | Sell |
58,607
-165
| -0.3% | -$15.9K | 2.1% | 18 |
|
|
2015
Q4 | $6.18M | Buy |
+58,772
| New | +$6.55M | 2.15% | 17 |
|
|
2015
Q2 | $6.76M | Sell |
59,222
-300
| -0.5% | -$32.9K | 2.28% | 16 |
|
|
2015
Q1 | $6.24M | Buy |
59,522
+1,030
| +2% | +$104K | 2.13% | 18 |
|
|
2014
Q4 | $5.51M | Hold |
58,492
| – | – | 1.92% | 19 |
|
|
2014
Q3 | $5.21M | Sell |
58,492
-185
| -0.3% | -$16.3K | 1.88% | 18 |
|
|
2014
Q2 | $5.03M | Sell |
58,677
-330
| -0.6% | -$27K | 1.71% | 21 |
|
|
2014
Q1 | $4.72M | Sell |
59,007
-740
| -1% | -$57.4K | 1.66% | 21 |
|
|
2013
Q4 | $4.57M | Sell |
59,747
-440
| -0.7% | -$30.5K | 1.63% | 25 |
|
|
2013
Q3 | $3.88M | Sell |
60,187
-90
| -0.1% | -$5.77K | 1.5% | 27 |
|
|
2013
Q2 | $3.81M | Buy |
+60,277
| New | +$3.81M | 1.58% | 28 |
|
Other funds holding DIS
J.P. Marvel Investment Advisors's DIS Position: Q2 2025 in Review
J.P. Marvel Investment Advisors sold out of Walt Disney (DIS) in Q2 2025, closing a stake of 3,194 shares — an estimated $315K sold.
J.P. Marvel Investment Advisors first reported a position in DIS in Q2 2013 and held it in 29 quarters. The position peaked at $10.1M in Q4 2019. 3,201 funds tracked by Wall St. Rank hold DIS as of Q2 2025.
- J.P. Marvel Investment Advisors reported no remaining Walt Disney position as of Q2 2025 after selling out during the quarter.
- J.P. Marvel Investment Advisors sold 3,194 Walt Disney shares in Q2 2025, an estimated $315K.
- J.P. Marvel Investment Advisors first reported a position in Walt Disney in Q2 2013 and held it in 29 quarters.
- J.P. Marvel Investment Advisors's Walt Disney position peaked at $10.1M in Q4 2019.
- 3,201 funds tracked by Wall St. Rank held Walt Disney as of Q2 2025.
Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.