Mayflower Financial 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
2026
Q2
$601K Buy
6,243
+304
+5% +$31K 0.05% 261
2026
Q1
$572K Buy
5,939
+114
+2% +$12K 0.07% 240
2025
Q4
$663K Sell
5,825
-228
-4% -$25.1K 0.08% 208
2025
Q3
$693K Sell
6,053
-162
-3% -$19.1K 0.09% 199
2025
Q2
$771K Sell
6,215
-320
-5% -$33.2K 0.11% 179
2025
Q1
$645K Sell
6,535
-335
-5% -$36K 0.1% 195
2024
Q4
$765K Sell
6,870
-242
-3% -$25.4K 0.11% 168
2024
Q3
$684K Buy
7,112
+192
+3% +$17.7K 0.1% 181
2024
Q2
$687K Sell
6,920
-1,268
-15% -$136K 0.11% 174
2024
Q1
$1M Buy
8,188
+15
+0.2% +$1.57K 0.17% 130
2023
Q4
$738K Sell
8,173
-927
-10% -$81.7K 0.1% 163
2023
Q3
$738K Sell
9,100
-544
-6% -$46.5K 0.11% 145
2023
Q2
$861K Sell
9,644
-1,002
-9% -$94.9K 0.11% 147
2023
Q1
$1.07M Sell
10,646
-1,047
-9% -$106K 0.14% 124
2022
Q4
$1.02M Buy
11,693
+1,000
+9% +$95.6K 0.14% 124
2022
Q3
$1.01M Buy
10,693
+1,217
+13% +$130K 0.16% 105
2022
Q2
$895K Buy
9,476
+21
+0.2% +$2.33K 0.14% 118
2022
Q1
$1.3M Sell
9,455
-264
-3% -$38.2K 0.17% 95
2021
Q4
$1.5M Buy
9,719
+328
+3% +$53K 0.2% 83
2021
Q3
$1.61M Buy
9,391
+256
+3% +$45.6K 0.22% 77
2021
Q2
$1.61M Buy
9,135
+114
+1% +$20.5K 0.22% 75
2021
Q1
$1.67M Buy
9,021
+964
+12% +$178K 0.25% 71
2020
Q4
$1.46M Buy
+8,057
New +$1.16M 0.25% 65

Other funds holding DIS

Mayflower Financial Advisors's DIS Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Walt Disney (DIS) stake by 5.1% in Q2 2026, buying an estimated $31K and bringing the position to 6,243 shares worth $601K. The position accounts for 0.05% of the portfolio, ranked #261.

Mayflower Financial Advisors first reported a position in DIS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q1 2021. 1,028 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Mayflower Financial Advisors held 6,243 shares of Walt Disney worth $601K as of Q2 2026.
  • Mayflower Financial Advisors bought 304 Walt Disney shares in Q2 2026, an estimated $31K.
  • Walt Disney made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #261 holding.
  • Mayflower Financial Advisors first reported a position in Walt Disney in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Walt Disney position peaked at $1.67M in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.