Wilkins Investment Counsel’s Walt Disney DIS Stock Holding History

Wilkins Investment Counsel’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 Q1	$5.53M	Buy	57,352 +1,137	+2%	+$120K	0.79%	42
2025 Q4	$6.4M	Sell	56,215 -1,690	-3%	-$186K	0.93%	37
2025 Q3	$6.63M	Sell	57,905 -295	-0.5%	-$34.7K	0.94%	35
2025 Q2	$7.22M	Buy	58,200 +2,443	+4%	+$254K	1.02%	35
2025 Q1	$5.5M	Sell	55,757 -2,875	-5%	-$309K	0.79%	38
2024 Q4	$6.53M	Buy	58,632 +5,809	+11%	+$610K	0.94%	38
2024 Q3	$5.08M	Buy	52,823 +46,993	+806%	+$4.32M	0.7%	44
2024 Q2	$579K	Hold	5,830	–	–	0.09%	95
2024 Q1	$713K	Buy	5,830 +80	+1%	+$8.36K	0.1%	88
2023 Q4	$519K	Sell	5,750 -382	-6%	-$33.7K	0.13%	63
2023 Q3	$497K	Buy	6,132 +332	+6%	+$28.4K	0.13%	61
2023 Q2	$518K	Hold	5,800	–	–	0.14%	59
2023 Q1	$581K	Hold	5,800	–	–	0.15%	57
2022 Q4	$504K	Hold	5,800	–	–	0.13%	61
2022 Q3	$547K	Hold	5,800	–	–	0.16%	58
2022 Q2	$548K	Hold	5,800	–	–	0.15%	61
2022 Q1	$796K	Hold	5,800	–	–	0.18%	59
2021 Q4	$898K	Hold	5,800	–	–	0.2%	59
2021 Q3	$981K	Hold	5,800	–	–	0.24%	56
2021 Q2	$1.02M	Hold	5,800	–	–	0.25%	54
2021 Q1	$1.07M	Sell	5,800 -600	-9%	-$111K	0.28%	52
2020 Q4	$1.16M	Sell	6,400 -100	-2%	-$14.4K	0.32%	48
2020 Q3	$807K	Sell	6,500 -1,000	-13%	-$125K	0.24%	54
2020 Q2	$836K	Hold	7,500	–	–	0.26%	52
2020 Q1	$724K	Hold	7,500	–	–	0.26%	53
2019 Q4	$1.08M	Sell	7,500 -200	-3%	-$27.9K	0.31%	52
2019 Q3	$1M	Hold	7,700	–	–	0.3%	53
2019 Q2	$1.07M	Hold	7,700	–	–	0.32%	53
2019 Q1	$855K	Sell	7,700 -3,250	-30%	-$363K	0.26%	53
2018 Q4	$1.2M	Hold	10,950	–	–	0.4%	49
2018 Q3	$1.28M	Hold	10,950	–	–	0.38%	49
2018 Q2	$1.15M	Hold	10,950	–	–	0.36%	50
2018 Q1	$1.1M	Sell	10,950 -3,000	-22%	-$319K	0.35%	50
2017 Q4	$1.5M	Sell	13,950 -500	-3%	-$51.5K	0.45%	48
2017 Q3	$1.42M	Hold	14,450	–	–	0.43%	46
2017 Q2	$1.53M	Sell	14,450 -1,126	-7%	-$123K	0.49%	43
2017 Q1	$1.77M	Sell	15,576 -2,924	-16%	-$322K	0.57%	40
2016 Q4	$1.93M	Hold	18,500	–	–	0.61%	39
2016 Q3	$1.72M	Hold	18,500	–	–	0.58%	41
2016 Q2	$1.81M	Buy	18,500 +50	+0.3%	+$5K	0.61%	41
2016 Q1	$1.83M	Sell	18,450 -2,500	-12%	-$241K	0.67%	40
2015 Q4	$2.2M	Sell	20,950 -500	-2%	-$55.7K	0.83%	38
2015 Q3	$2.19M	Sell	21,450 -2,100	-9%	-$229K	0.84%	40
2015 Q2	$2.69M	Hold	23,550	–	–	0.98%	39
2015 Q1	$2.47M	Sell	23,550 -3,100	-12%	-$313K	0.87%	40
2014 Q4	$2.51M	Sell	26,650 -2,000	-7%	-$180K	0.87%	39
2014 Q3	$2.55M	Hold	28,650	–	–	0.91%	38
2014 Q2	$2.46M	Hold	28,650	–	–	0.87%	39
2014 Q1	$2.29M	Buy	28,650 +26,000	+981%	+$2.02M	0.85%	39
2013 Q4	$202K	Buy	+2,650	New	+$184K	0.08%	64

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilkins Investment Counsel's DIS Position: Q1 2026 in Review

Wilkins Investment Counsel increased its Walt Disney (DIS) stake by 2% in Q1 2026, buying an estimated $120K and bringing the position to 57,352 shares worth $5.53M. The position accounts for 0.79% of the portfolio, ranked #42.

Wilkins Investment Counsel first reported a position in DIS in Q4 2013 and has held it in 50 quarters since. The position peaked at $7.22M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Wilkins Investment Counsel held 57,352 shares of Walt Disney worth $5.53M as of Q1 2026.
Wilkins Investment Counsel bought 1,137 Walt Disney shares in Q1 2026, an estimated $120K.
Walt Disney made up 0.79% of Wilkins Investment Counsel's portfolio in Q1 2026, its #42 holding.
Wilkins Investment Counsel first reported a position in Walt Disney in Q4 2013 and has held it in 50 quarters since.
Wilkins Investment Counsel's Walt Disney position peaked at $7.22M in Q2 2025.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.