Successful Portfolios’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 | $846K | Sell |
8,840
-1
| -0% | -$102 | 0.39% | 57 |
|
|
2026
Q1 | $851K | Buy |
8,841
+171
| +2% | +$18.1K | 0.47% | 53 |
|
|
2025
Q4 | $1M | Sell |
8,670
-246
| -3% | -$27.1K | 0.51% | 50 |
|
|
2025
Q3 | $1.02M | Buy |
8,916
+101
| +1% | +$11.9K | 0.6% | 41 |
|
|
2025
Q2 | $1.09M | Sell |
8,815
-42
| -0.5% | -$4.36K | 0.67% | 38 |
|
|
2025
Q1 | $874K | Sell |
8,857
-159
| -2% | -$17.1K | 0.59% | 41 |
|
|
2024
Q4 | $1M | Sell |
9,016
-62
| -0.7% | -$6.51K | 0.67% | 36 |
|
|
2024
Q3 | $873K | Buy |
9,078
+184
| +2% | +$16.9K | 0.59% | 42 |
|
|
2024
Q2 | $883K | Sell |
8,894
-27
| -0.3% | -$2.91K | 0.62% | 38 |
|
|
2024
Q1 | $1.09M | Sell |
8,921
-99
| -1% | -$10.3K | 0.74% | 35 |
|
|
2023
Q4 | $814K | Buy |
9,020
+637
| +8% | +$56.2K | 0.61% | 40 |
|
|
2023
Q3 | $679K | Buy |
8,383
+8
| +0.1% | +$683 | 0.6% | 43 |
|
|
2023
Q2 | $748K | Sell |
8,375
-2,698
| -24% | -$256K | 0.64% | 40 |
|
|
2023
Q1 | $1.11M | Buy |
11,073
+351
| +3% | +$35.4K | 0.7% | 38 |
|
|
2022
Q4 | $932K | Buy |
10,722
+165
| +2% | +$15.8K | 0.61% | 49 |
|
|
2022
Q3 | $996K | Sell |
10,557
-14
| -0.1% | -$1.5K | 0.72% | 34 |
|
|
2022
Q2 | $998K | Sell |
10,571
-637
| -6% | -$70.7K | 0.67% | 38 |
|
|
2022
Q1 | $1.54M | Buy |
11,208
+564
| +5% | +$81.5K | 0.88% | 24 |
|
|
2021
Q4 | $1.65M | Buy |
10,644
+182
| +2% | +$29.4K | 0.9% | 26 |
|
|
2021
Q3 | $1.77M | Buy |
10,462
+33
| +0.3% | +$5.88K | 1.06% | 23 |
|
|
2021
Q2 | $1.83M | Buy |
10,429
+456
| +5% | +$82K | 1.11% | 22 |
|
|
2021
Q1 | $1.84M | Buy |
9,973
+325
| +3% | +$59.9K | 1.21% | 17 |
|
|
2020
Q4 | $1.75M | Buy |
9,648
+60
| +0.6% | +$8.61K | 1.25% | 17 |
|
|
2020
Q3 | $1.19M | Sell |
9,588
-350
| -4% | -$43.7K | 0.95% | 26 |
|
|
2020
Q2 | $1.11M | Buy |
9,938
+281
| +3% | +$31K | 0.97% | 25 |
|
|
2020
Q1 | $933K | Buy |
9,657
+1,896
| +24% | +$240K | 0.94% | 25 |
|
|
2019
Q4 | $1.12M | Sell |
7,761
-1,334
| -15% | -$186K | 1% | 23 |
|
|
2019
Q3 | $1.19M | Buy |
9,095
+189
| +2% | +$26.1K | 1.11% | 20 |
|
|
2019
Q2 | $1.24M | Buy |
8,906
+16
| +0.2% | +$2.12K | 1.33% | 16 |
|
|
2019
Q1 | $987K | Buy |
8,890
+1,444
| +19% | +$161K | 1.08% | 23 |
|
|
2018
Q4 | $816K | Sell |
7,446
-137
| -2% | -$15.6K | 1.04% | 27 |
|
|
2018
Q3 | $887K | Buy |
7,583
+14
| +0.2% | +$1.56K | 0.97% | 26 |
|
|
2018
Q2 | $793K | Buy |
7,569
+20
| +0.3% | +$2.04K | 0.93% | 33 |
|
|
2018
Q1 | $758K | Buy |
7,549
+263
| +4% | +$27.9K | 0.92% | 36 |
|
|
2017
Q4 | $783K | Buy |
+7,286
| New | +$751K | 0.97% | 31 |
|
Other funds holding DIS
Successful Portfolios's DIS Position: Q2 2026 in Review
Successful Portfolios reduced its Walt Disney (DIS) stake by 0.01% in Q2 2026, selling an estimated $102 and leaving 8,840 shares worth $846K. The position accounts for 0.39% of the portfolio, ranked #57.
Successful Portfolios first reported a position in DIS in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.84M in Q1 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Successful Portfolios held 8,840 shares of Walt Disney worth $846K as of Q2 2026.
- Successful Portfolios sold 1 Walt Disney share in Q2 2026, an estimated $102.
- Walt Disney made up 0.39% of Successful Portfolios's portfolio in Q2 2026, its #57 holding.
- Successful Portfolios first reported a position in Walt Disney in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's Walt Disney position peaked at $1.84M in Q1 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.