WBH Advisory’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 | $1.23M | Sell |
12,774
-1,919
| -13% | -$203K | 0.09% | 148 |
|
|
2025
Q4 | $1.67M | Sell |
14,693
-2,293
| -13% | -$253K | 0.12% | 125 |
|
|
2025
Q3 | $1.94M | Sell |
16,986
-594
| -3% | -$70K | 0.15% | 112 |
|
|
2025
Q2 | $2.18M | Sell |
17,580
-1,331
| -7% | -$138K | 0.19% | 94 |
|
|
2025
Q1 | $1.87M | Sell |
18,911
-1,175
| -6% | -$126K | 0.17% | 104 |
|
|
2024
Q4 | $2.24M | Sell |
20,086
-944
| -4% | -$99.2K | 0.21% | 85 |
|
|
2024
Q3 | $2.02M | Sell |
21,030
-996
| -5% | -$91.6K | 0.19% | 94 |
|
|
2024
Q2 | $2.19M | Sell |
22,026
-1,362
| -6% | -$147K | 0.22% | 80 |
|
|
2024
Q1 | $2.86M | Sell |
23,388
-320
| -1% | -$33.4K | 0.29% | 70 |
|
|
2023
Q4 | $2.14M | Sell |
23,708
-1,373
| -5% | -$121K | 0.24% | 80 |
|
|
2023
Q3 | $2.03M | Sell |
25,081
-1,380
| -5% | -$118K | 0.25% | 84 |
|
|
2023
Q2 | $2.36M | Sell |
26,461
-548
| -2% | -$51.9K | 0.28% | 78 |
|
|
2023
Q1 | $2.7M | Buy |
+27,009
| New | +$2.72M | 0.34% | 69 |
|
|
2022
Q3 | $2.81M | Sell |
29,780
-572
| -2% | -$61.2K | 0.41% | 63 |
|
|
2022
Q2 | $2.84M | Sell |
30,352
-867
| -3% | -$96.2K | 0.38% | 60 |
|
|
2022
Q1 | $3.6M | Sell |
31,219
-2,953
| -9% | -$427K | 0.44% | 54 |
|
|
2021
Q4 | $5.29M | Sell |
34,172
-445
| -1% | -$71.9K | 0.6% | 41 |
|
|
2021
Q3 | $5.86M | Sell |
34,617
-53
| -0.2% | -$9.45K | 0.79% | 32 |
|
|
2021
Q2 | $6.2M | Buy |
34,670
+447
| +1% | +$80.4K | 0.91% | 28 |
|
|
2021
Q1 | $6.32M | Sell |
34,223
-912
| -3% | -$168K | 1.02% | 24 |
|
|
2020
Q4 | $6.1M | Sell |
35,135
-845
| -2% | -$121K | 1.05% | 25 |
|
|
2020
Q3 | $4.46M | Sell |
35,980
-1,547
| -4% | -$193K | 0.9% | 27 |
|
|
2020
Q2 | $4.18M | Sell |
37,527
-1,205
| -3% | -$133K | 1.01% | 22 |
|
|
2020
Q1 | $3.74K | Sell |
38,732
-729
| -2% | -$92.2K | 0.88% | 25 |
|
|
2019
Q4 | $5.71M | Sell |
39,461
-1,197
| -3% | -$167K | 1.17% | 21 |
|
|
2019
Q3 | $5.3M | Sell |
40,658
-913
| -2% | -$126K | 1.19% | 22 |
|
|
2019
Q2 | $5.8M | Sell |
41,571
-385
| -0.9% | -$51.1K | 1.35% | 14 |
|
|
2019
Q1 | $4.66M | Sell |
41,956
-171
| -0.4% | -$19.1K | 1.11% | 20 |
|
|
2018
Q4 | $4.62K | Sell |
42,127
-150
| -0.4% | -$17.1K | 1.12% | 17 |
|
|
2018
Q3 | $4.94M | Sell |
42,277
-1,018
| -2% | -$113K | 1.2% | 17 |
|
|
2018
Q2 | $4.54M | Sell |
43,295
-41
| -0.1% | -$4.19K | 1.18% | 17 |
|
|
2018
Q1 | $4.35M | Sell |
43,336
-277
| -0.6% | -$29.4K | 1.18% | 15 |
|
|
2017
Q4 | $4.69M | Sell |
43,613
-975
| -2% | -$100K | 1.25% | 15 |
|
|
2017
Q3 | $4.39M | Sell |
44,588
-1,270
| -3% | -$131K | 1.23% | 16 |
|
|
2017
Q2 | $4.87M | Sell |
45,858
-241
| -0.5% | -$26.4K | 1.37% | 13 |
|
|
2017
Q1 | $5.23M | Buy |
46,099
+1,322
| +3% | +$146K | 1.57% | 12 |
|
|
2016
Q4 | $4.67M | Sell |
44,777
-867
| -2% | -$84.5K | 1.56% | 12 |
|
|
2016
Q3 | $4.24M | Buy |
45,644
+120
| +0.3% | +$11.5K | 1.45% | 13 |
|
|
2016
Q2 | $4.45M | Sell |
45,524
-657
| -1% | -$65.7K | 1.73% | 11 |
|
|
2016
Q1 | $4.59M | Sell |
46,181
-160
| -0.3% | -$15.4K | 1.53% | 11 |
|
|
2015
Q4 | $4.87K | Sell |
46,341
-853
| -2% | -$95.1K | 1.7% | 9 |
|
|
2015
Q3 | $4.82M | Buy |
47,194
+260
| +0.6% | +$28.3K | 2% | 9 |
|
|
2015
Q2 | $5.36M | Sell |
46,934
-1,715
| -4% | -$188K | 2.11% | 8 |
|
|
2015
Q1 | $5.1K | Sell |
48,649
-1,583
| -3% | -$160K | 1.43% | 9 |
|
|
2014
Q4 | $4.73M | Sell |
50,232
-963
| -2% | -$86.8K | 1.78% | 9 |
|
|
2014
Q3 | $4.56M | Sell |
51,195
-568
| -1% | -$50.1K | 1.6% | 12 |
|
|
2014
Q2 | $4.44M | Buy |
51,763
+74
| +0.1% | +$6.04K | 1.68% | 10 |
|
|
2014
Q1 | $4.14M | Sell |
51,689
-259
| -0.5% | -$20.1K | 1.65% | 11 |
|
|
2013
Q4 | $3.97M | Buy |
51,948
+235
| +0.5% | +$16.3K | 1.6% | 13 |
|
|
2013
Q3 | $3.33M | Sell |
51,713
-615
| -1% | -$39.4K | 1.49% | 14 |
|
|
2013
Q2 | $3.3M | Buy |
+52,328
| New | +$3.31M | 1.53% | 14 |
|
Other funds holding DIS
VCM
VPM
WBH Advisory's DIS Position: Q1 2026 in Review
WBH Advisory reduced its Walt Disney (DIS) stake by 13% in Q1 2026, selling an estimated $203K and leaving 12,774 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #148.
WBH Advisory first reported a position in DIS in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.32M in Q1 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- WBH Advisory held 12,774 shares of Walt Disney worth $1.23M as of Q1 2026.
- WBH Advisory sold 1,919 Walt Disney shares in Q1 2026, an estimated $203K.
- Walt Disney made up 0.09% of WBH Advisory's portfolio in Q1 2026, its #148 holding.
- WBH Advisory first reported a position in Walt Disney in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Walt Disney position peaked at $6.32M in Q1 2021.
- 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.