SevenBridge Financial Group’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 | $1.55M | Sell |
14,748
-990
| -6% | -$105K | 0.24% | 95 |
|
|
2025
Q4 | $1.75M | Sell |
15,738
-3,164
| -17% | -$348K | 0.28% | 91 |
|
|
2025
Q3 | $2.2M | Sell |
18,902
-5,073
| -21% | -$597K | 0.36% | 82 |
|
|
2025
Q2 | $2.73M | Sell |
23,975
-4,800
| -17% | -$499K | 0.48% | 70 |
|
|
2025
Q1 | $3.18M | Sell |
28,775
-7,947
| -22% | -$854K | 0.63% | 54 |
|
|
2024
Q4 | $4M | Buy |
36,722
+10
| +0% | +$1.05K | 0.76% | 43 |
|
|
2024
Q3 | $3.7M | Buy |
36,712
+3,024
| +9% | +$278K | 0.71% | 44 |
|
|
2024
Q2 | $3.03M | Sell |
33,688
-110
| -0.3% | -$11.8K | 0.67% | 48 |
|
|
2024
Q1 | $3.84M | Sell |
33,798
-822
| -2% | -$85.9K | 0.87% | 33 |
|
|
2023
Q4 | $3.13M | Buy |
34,620
+1,828
| +6% | +$161K | 0.74% | 42 |
|
|
2023
Q3 | $2.66M | Buy |
32,792
+4,796
| +17% | +$410K | 0.69% | 44 |
|
|
2023
Q2 | $2.5M | Sell |
27,996
-1,631
| -6% | -$155K | 0.65% | 48 |
|
|
2023
Q1 | $2.97M | Buy |
29,627
+664
| +2% | +$66.9K | 0.82% | 37 |
|
|
2022
Q4 | $2.52M | Buy |
28,963
+2,808
| +11% | +$269K | 0.74% | 45 |
|
|
2022
Q3 | $2.47M | Sell |
26,155
-386
| -1% | -$41.3K | 0.84% | 38 |
|
|
2022
Q2 | $2.5M | Buy |
26,541
+1,317
| +5% | +$146K | 1.01% | 31 |
|
|
2022
Q1 | $3.46M | Sell |
25,224
-1,722
| -6% | -$249K | 1.21% | 24 |
|
|
2021
Q4 | $4.17M | Buy |
26,946
+2,082
| +8% | +$336K | 1.26% | 20 |
|
|
2021
Q3 | $4.21M | Sell |
24,864
-426
| -2% | -$75.9K | 1.4% | 16 |
|
|
2021
Q2 | $4.45M | Buy |
25,290
+1,117
| +5% | +$201K | 1.45% | 15 |
|
|
2021
Q1 | $4.46M | Sell |
24,173
-242
| -1% | -$44.6K | 1.62% | 14 |
|
|
2020
Q4 | $4.42M | Buy |
24,415
+12,023
| +97% | +$1.73M | 1.73% | 12 |
|
|
2020
Q3 | $1.54M | Sell |
12,392
-217
| -2% | -$27.1K | 0.7% | 41 |
|
|
2020
Q2 | $1.41M | Sell |
12,609
-601
| -5% | -$66.3K | 0.7% | 43 |
|
|
2020
Q1 | $1.28M | Buy |
13,210
+1,136
| +9% | +$144K | 0.74% | 43 |
|
|
2019
Q4 | $1.75M | Sell |
12,074
-91
| -0.7% | -$12.7K | 0.46% | 50 |
|
|
2019
Q3 | $1.58M | Sell |
12,165
-50
| -0.4% | -$6.91K | 0.83% | 41 |
|
|
2019
Q2 | $1.71M | Buy |
12,215
+763
| +7% | +$101K | 0.61% | 46 |
|
|
2019
Q1 | $1.27M | Buy |
11,452
+1,243
| +12% | +$139K | 0.48% | 54 |
|
|
2018
Q4 | $1.12M | Buy |
10,209
+457
| +5% | +$52K | 0.68% | 45 |
|
|
2018
Q3 | $1.14M | Buy |
9,752
+955
| +11% | +$106K | 0.61% | 48 |
|
|
2018
Q2 | $922K | Hold |
8,797
| – | – | 0.51% | 61 |
|
|
2018
Q1 | $884K | Sell |
8,797
-44
| -0.5% | -$4.68K | 0.51% | 61 |
|
|
2017
Q4 | $950K | Sell |
8,841
-110
| -1% | -$11.3K | 0.53% | 60 |
|
|
2017
Q3 | $882K | Buy |
8,951
+61
| +0.7% | +$6.28K | 0.51% | 63 |
|
|
2017
Q2 | $945K | Buy |
8,890
+48
| +0.5% | +$5.26K | 0.58% | 56 |
|
|
2017
Q1 | $995K | Buy |
8,842
+4,694
| +113% | +$517K | 0.65% | 49 |
|
|
2016
Q4 | $378K | Hold |
4,148
| – | – | 0.27% | 88 |
|
|
2016
Q3 | $378K | Hold |
4,148
| – | – | 0.28% | 88 |
|
|
2016
Q2 | $406K | Sell |
4,148
-51,863
| -93% | -$5.19M | 0.28% | 89 |
|
|
2016
Q1 | $564K | Buy |
+56,011
| New | +$5.41M | 0.05% | 60 |
|
Other funds holding DIS
VCM
VPM
SevenBridge Financial Group's DIS Position: Q1 2026 in Review
SevenBridge Financial Group reduced its Walt Disney (DIS) stake by 6.3% in Q1 2026, selling an estimated $105K and leaving 14,748 shares worth $1.55M. The position accounts for 0.24% of the portfolio, ranked #95.
SevenBridge Financial Group first reported a position in DIS in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.46M in Q1 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- SevenBridge Financial Group held 14,748 shares of Walt Disney worth $1.55M as of Q1 2026.
- SevenBridge Financial Group sold 990 Walt Disney shares in Q1 2026, an estimated $105K.
- Walt Disney made up 0.24% of SevenBridge Financial Group's portfolio in Q1 2026, its #95 holding.
- SevenBridge Financial Group first reported a position in Walt Disney in Q1 2016 and has held it in 41 quarters since.
- SevenBridge Financial Group's Walt Disney position peaked at $4.46M in Q1 2021.
- 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.