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Sippican Capital Advisors’s Walt Disney DIS Stock Holding History

Sippican Capital Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$683K Buy
7,096
+281
+4% +$28.6K 0.42% 68
2026
Q1 		$657K Buy
6,815
+749
+12% +$79.2K 0.45% 67
2025
Q4 		$690K Buy
6,066
+74
+1% +$8.15K 0.44% 68
2025
Q3 		$686K Hold
5,992
– – 0.45% 72
2025
Q2 		$743K Buy
5,992
+20
+0.3% +$2.08K 0.54% 66
2025
Q1 		$589K Sell
5,972
-47
-0.8% -$5.05K 0.44% 73
2024
Q4 		$670K Sell
6,019
-295
-5% -$31K 0.49% 66
2024
Q3 		$607K Sell
6,314
-1,369
-18% -$126K 0.42% 73
2024
Q2 		$763K Sell
7,683
-380
-5% -$40.9K 0.6% 58
2024
Q1 		$987K Sell
8,063
-820
-9% -$85.7K 0.77% 48
2023
Q4 		$802K Buy
8,883
+402
+5% +$35.4K 0.63% 61
2023
Q3 		$687K Sell
8,481
-2,665
-24% -$228K 0.62% 57
2023
Q2 		$995K Sell
11,146
-5,012
-31% -$475K 0.92% 47
2023
Q1 		$1.62M Buy
16,158
+89
+0.6% +$8.97K 1.55% 21
2022
Q4 		$1.4M Buy
16,069
+1,681
+12% +$161K 1.34% 26
2022
Q3 		$1.36M Buy
14,388
+860
+6% +$92K 1.42% 27
2022
Q2 		$1.28M Buy
13,528
+2,725
+25% +$302K 1.27% 34
2022
Q1 		$1.48M Buy
10,803
+311
+3% +$45K 1.23% 33
2021
Q4 		$1.63M Sell
10,492
-4
-0% -$646 1.38% 28
2021
Q3 		$1.78M Hold
10,496
– – 1.54% 22
2021
Q2 		$1.84M Hold
10,496
– – 1.61% 19
2021
Q1 		$1.94M Sell
10,496
-431
-4% -$79.5K 1.79% 12
2020
Q4 		$1.98M Sell
10,927
-589
-5% -$84.5K 2.15% 7
2020
Q3 		$1.43M Sell
11,516
-298
-3% -$37.2K 1.78% 14
2020
Q2 		$1.32M Buy
11,814
+605
+5% +$66.8K 1.78% 17
2020
Q1 		$1.08M Buy
11,209
+2,202
+24% +$278K 1.76% 20
2019
Q4 		$1.3M Buy
9,007
+275
+3% +$38.4K 1.45% 22
2019
Q3 		$1.14M Sell
8,732
-470
-5% -$65K 1.38% 27
2019
Q2 		$1.28M Sell
9,202
-95
-1% -$12.6K 1.51% 20
2019
Q1 		$1.03M Buy
9,297
+429
+5% +$48K 1.23% 25
2018
Q4 		$972K Sell
8,868
-5
-0.1% -$568 1.31% 25
2018
Q3 		$1.03M Sell
8,873
-195
-2% -$21.7K 1.19% 29
2018
Q2 		$950K Sell
9,068
-295
-3% -$30.2K 0.95% 40
2018
Q1 		$940K Buy
9,363
+142
+2% +$15.1K 0.98% 41
2017
Q4 		$991K Sell
9,221
-23
-0.2% -$2.37K 0.97% 43
2017
Q3 		$911K Buy
9,244
+979
+12% +$101K 0.93% 44
2017
Q2 		$878K Buy
8,265
+10
+0.1% +$1.09K 0.95% 42
2017
Q1 		$936K Sell
8,255
-150
-2% -$16.5K 0.99% 37
2016
Q4 		$876K Sell
8,405
-33
-0.4% -$3.22K 0.92% 41
2016
Q3 		$784K Sell
8,438
-288
-3% -$27.6K 0.89% 40
2016
Q2 		$854K Sell
8,726
-231
-3% -$23.1K 1.02% 37
2016
Q1 		$890K Buy
8,957
+618
+7% +$59.7K 1.13% 35
2015
Q4 		$876K Buy
8,339
+104
+1% +$11.6K 1.11% 36
2015
Q3 		$842K Sell
8,235
-1,355
-14% -$148K 1.07% 36
2015
Q2 		$1.09M Buy
9,590
+65
+0.7% +$7.14K 1.1% 33
2015
Q1 		$999K Buy
9,525
+100
+1% +$10.1K 1.02% 33
2014
Q4 		$888K Buy
9,425
+100
+1% +$9.02K 0.89% 40
2014
Q3 		$830K Buy
+9,325
New +$823K 0.84% 43

Other funds holding DIS

LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Sippican Capital Advisors's DIS Position: Q2 2026 in Review

Sippican Capital Advisors increased its Walt Disney (DIS) stake by 4.1% in Q2 2026, buying an estimated $28.6K and bringing the position to 7,096 shares worth $683K. The position accounts for 0.42% of the portfolio, ranked #68.

Sippican Capital Advisors first reported a position in DIS in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.98M in Q4 2020. 943 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Sippican Capital Advisors held 7,096 shares of Walt Disney worth $683K as of Q2 2026.
  • Sippican Capital Advisors bought 281 Walt Disney shares in Q2 2026, an estimated $28.6K.
  • Walt Disney made up 0.42% of Sippican Capital Advisors's portfolio in Q2 2026, its #68 holding.
  • Sippican Capital Advisors first reported a position in Walt Disney in Q3 2014 and has held it in 48 quarters since.
  • Sippican Capital Advisors's Walt Disney position peaked at $1.98M in Q4 2020.
  • 943 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.