Plimoth Trust’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 | $1.65M | Sell |
17,149
-2,063
| -11% | -$210K | 0.33% | 68 |
|
|
2026
Q1 | $1.85M | Sell |
19,212
-3,896
| -17% | -$412K | 0.41% | 65 |
|
|
2025
Q4 | $2.63M | Sell |
23,108
-3,296
| -12% | -$363K | 0.59% | 54 |
|
|
2025
Q3 | $3.02M | Sell |
26,404
-1,827
| -6% | -$215K | 0.68% | 51 |
|
|
2025
Q2 | $3.5M | Buy |
28,231
+1,855
| +7% | +$193K | 0.84% | 41 |
|
|
2025
Q1 | $2.6M | Buy |
26,376
+2,734
| +12% | +$294K | 0.68% | 53 |
|
|
2024
Q4 | $2.63M | Sell |
23,642
-569
| -2% | -$59.8K | 0.68% | 50 |
|
|
2024
Q3 | $2.33M | Buy |
24,211
+714
| +3% | +$65.7K | 0.59% | 56 |
|
|
2024
Q2 | $2.33M | Buy |
23,497
+85
| +0.4% | +$9.15K | 0.62% | 52 |
|
|
2024
Q1 | $2.86M | Sell |
23,412
-676
| -3% | -$70.6K | 0.76% | 44 |
|
|
2023
Q4 | $2.17M | Sell |
24,088
-710
| -3% | -$62.6K | 0.63% | 54 |
|
|
2023
Q3 | $2.01M | Buy |
24,798
+1,977
| +9% | +$169K | 0.63% | 57 |
|
|
2023
Q2 | $2.04M | Buy |
22,821
+510
| +2% | +$48.3K | 0.61% | 59 |
|
|
2023
Q1 | $2.23M | Sell |
22,311
-520
| -2% | -$52.4K | 0.69% | 54 |
|
|
2022
Q4 | $1.98M | Buy |
22,831
+164
| +0.7% | +$15.7K | 0.64% | 58 |
|
|
2022
Q3 | $2.14M | Buy |
22,667
+1,029
| +5% | +$110K | 0.74% | 46 |
|
|
2022
Q2 | $2.04M | Sell |
21,638
-678
| -3% | -$75.3K | 0.64% | 54 |
|
|
2022
Q1 | $3.06M | Buy |
22,316
+208
| +0.9% | +$30.1K | 0.81% | 39 |
|
|
2021
Q4 | $3.42M | Buy |
22,108
+5,416
| +32% | +$875K | 0.87% | 35 |
|
|
2021
Q3 | $2.82M | Buy |
16,692
+562
| +3% | +$100K | 0.8% | 44 |
|
|
2021
Q2 | $2.84M | Buy |
16,130
+64
| +0.4% | +$11.5K | 0.8% | 43 |
|
|
2021
Q1 | $2.96M | Sell |
16,066
-526
| -3% | -$97K | 0.87% | 36 |
|
|
2020
Q4 | $3.01M | Sell |
16,592
-936
| -5% | -$134K | 0.94% | 38 |
|
|
2020
Q3 | $2.17M | Sell |
17,528
-1,789
| -9% | -$224K | 0.73% | 46 |
|
|
2020
Q2 | $2.15M | Sell |
19,317
-4,203
| -18% | -$464K | 0.77% | 43 |
|
|
2020
Q1 | $2.27M | Buy |
23,520
+375
| +2% | +$47.4K | 0.95% | 32 |
|
|
2019
Q4 | $3.35M | Sell |
23,145
-838
| -3% | -$117K | 1.08% | 22 |
|
|
2019
Q3 | $3.13M | Buy |
23,983
+2,001
| +9% | +$277K | 1.02% | 24 |
|
|
2019
Q2 | $3.07M | Sell |
21,982
-951
| -4% | -$126K | 1.01% | 26 |
|
|
2019
Q1 | $2.55M | Buy |
22,933
+130
| +0.6% | +$14.5K | 0.85% | 32 |
|
|
2018
Q4 | $2.5M | Sell |
22,803
-415
| -2% | -$47.2K | 0.92% | 31 |
|
|
2018
Q3 | $2.72M | Sell |
23,218
-534
| -2% | -$59.4K | 0.88% | 31 |
|
|
2018
Q2 | $2.49M | Buy |
23,752
+4,090
| +21% | +$418K | 0.85% | 33 |
|
|
2018
Q1 | $1.97M | Buy |
19,662
+195
| +1% | +$20.7K | 0.68% | 45 |
|
|
2017
Q4 | $2.09M | Buy |
+19,467
| New | +$2.01M | 0.75% | 41 |
|
Other funds holding DIS
Plimoth Trust's DIS Position: Q2 2026 in Review
Plimoth Trust reduced its Walt Disney (DIS) stake by 11% in Q2 2026, selling an estimated $210K and leaving 17,149 shares worth $1.65M. The position accounts for 0.33% of the portfolio, ranked #68.
Plimoth Trust first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.5M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Plimoth Trust held 17,149 shares of Walt Disney worth $1.65M as of Q2 2026.
- Plimoth Trust sold 2,063 Walt Disney shares in Q2 2026, an estimated $210K.
- Walt Disney made up 0.33% of Plimoth Trust's portfolio in Q2 2026, its #68 holding.
- Plimoth Trust first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
- Plimoth Trust's Walt Disney position peaked at $3.5M in Q2 2025.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.