Winch Advisory Services’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 | $1.55M | Sell |
16,057
-970
| -6% | -$98.9K | 0.32% | 45 |
|
|
2026
Q1 | $1.64M | Buy |
17,027
+82
| +0.5% | +$8.67K | 0.37% | 37 |
|
|
2025
Q4 | $1.93M | Sell |
16,945
-784
| -4% | -$86.3K | 0.43% | 35 |
|
|
2025
Q3 | $2.03M | Sell |
17,729
-76
| -0.4% | -$8.95K | 0.46% | 33 |
|
|
2025
Q2 | $2.21M | Sell |
17,805
-586
| -3% | -$60.9K | 0.54% | 30 |
|
|
2025
Q1 | $1.82M | Sell |
18,391
-98
| -0.5% | -$10.5K | 0.48% | 33 |
|
|
2024
Q4 | $2.06M | Buy |
18,489
+325
| +2% | +$34.1K | 0.54% | 30 |
|
|
2024
Q3 | $1.75M | Sell |
18,164
-165
| -0.9% | -$15.2K | 0.48% | 30 |
|
|
2024
Q2 | $1.82M | Buy |
18,329
+155
| +0.9% | +$16.7K | 0.52% | 29 |
|
|
2024
Q1 | $2.22M | Buy |
18,174
+31
| +0.2% | +$3.24K | 0.68% | 29 |
|
|
2023
Q4 | $1.64M | Buy |
18,143
+275
| +2% | +$24.2K | 0.54% | 31 |
|
|
2023
Q3 | $1.45M | Sell |
17,868
-365
| -2% | -$31.2K | 0.53% | 30 |
|
|
2023
Q2 | $1.63M | Sell |
18,233
-424
| -2% | -$40.2K | 0.58% | 27 |
|
|
2023
Q1 | $1.87M | Sell |
18,657
-1,769
| -9% | -$178K | 0.72% | 23 |
|
|
2022
Q4 | $1.77M | Sell |
20,426
-2,053
| -9% | -$196K | 0.76% | 22 |
|
|
2022
Q3 | $2.12M | Sell |
22,479
-484
| -2% | -$51.8K | 0.91% | 18 |
|
|
2022
Q2 | $2.17M | Sell |
22,963
-691
| -3% | -$76.7K | 0.88% | 20 |
|
|
2022
Q1 | $3.24M | Sell |
23,654
-792
| -3% | -$114K | 1.13% | 18 |
|
|
2021
Q4 | $3.79M | Sell |
24,446
-379
| -2% | -$61.2K | 1.25% | 22 |
|
|
2021
Q3 | $4.2M | Buy |
24,825
+52
| +0.2% | +$9.27K | 1.46% | 19 |
|
|
2021
Q2 | $4.35M | Buy |
24,773
+388
| +2% | +$69.8K | 1.57% | 18 |
|
|
2021
Q1 | $4.5M | Buy |
24,385
+525
| +2% | +$96.8K | 1.8% | 15 |
|
|
2020
Q4 | $4.32M | Buy |
23,860
+223
| +0.9% | +$32K | 1.8% | 16 |
|
|
2020
Q3 | $2.93M | Buy |
23,637
+151
| +0.6% | +$18.9K | 1.24% | 21 |
|
|
2020
Q2 | $2.62M | Buy |
23,486
+11,784
| +101% | +$1.3M | 1.25% | 20 |
|
|
2020
Q1 | $1.13M | Buy |
11,702
+413
| +4% | +$52.2K | 0.56% | 25 |
|
|
2019
Q4 | $1.63M | Buy |
11,289
+3,741
| +50% | +$522K | 0.77% | 28 |
|
|
2019
Q3 | $984K | Buy |
7,548
+5,604
| +288% | +$775K | 0.51% | 32 |
|
|
2019
Q2 | $271K | Buy |
1,944
+339
| +21% | +$45K | 0.14% | 58 |
|
|
2019
Q1 | $178K | Buy |
1,605
+1,014
| +172% | +$113K | 0.1% | 73 |
|
|
2018
Q4 | $65K | Buy |
591
+182
| +44% | +$20.7K | 0.04% | 87 |
|
|
2018
Q3 | $48K | Buy |
409
+35
| +9% | +$3.9K | 0.02% | 104 |
|
|
2018
Q2 | $39K | Hold |
374
| – | – | 0.02% | 126 |
|
|
2018
Q1 | $38K | Buy |
374
+2
| +0.5% | +$213 | 0.02% | 131 |
|
|
2017
Q4 | $40K | Buy |
372
+50
| +16% | +$5.15K | 0.02% | 117 |
|
|
2017
Q3 | $32K | Sell |
322
-260
| -45% | -$26.7K | 0.02% | 114 |
|
|
2017
Q2 | $62K | Buy |
582
+30
| +5% | +$3.29K | 0.04% | 103 |
|
|
2017
Q1 | $63K | Sell |
552
-873
| -61% | -$96.1K | 0.04% | 107 |
|
|
2016
Q4 | $149K | Sell |
1,425
-37,583
| -96% | -$3.66M | 0.1% | 78 |
|
|
2016
Q3 | $3.62M | Sell |
39,008
-7,076
| -15% | -$678K | 2.95% | 8 |
|
|
2016
Q2 | $4.51M | Sell |
46,084
-1,452
| -3% | -$145K | 5.47% | 7 |
|
|
2016
Q1 | $4.72M | Sell |
47,536
-54,711
| -54% | -$5.28M | 7.62% | 4 |
|
|
2015
Q4 | $10.7M | Sell |
102,247
-1,787
| -2% | -$199K | 12.18% | 2 |
|
|
2015
Q3 | $10.6M | Buy |
104,034
+9,661
| +10% | +$1.05M | 15.54% | 2 |
|
|
2015
Q2 | $10.8M | Sell |
94,373
-8,160
| -8% | -$896K | 5.89% | 2 |
|
|
2015
Q1 | $10.8M | Buy |
102,533
+8,312
| +9% | +$839K | 6.26% | 4 |
|
|
2014
Q4 | $8.88M | Sell |
94,221
-1,306
| -1% | -$118K | 4.83% | 5 |
|
|
2014
Q3 | $8.51M | Buy |
95,527
+61,564
| +181% | +$5.43M | 5.45% | 3 |
|
|
2014
Q2 | $2.91M | Buy |
33,963
+3,581
| +12% | +$292K | 1.71% | 17 |
|
|
2014
Q1 | $2.43M | Buy |
+30,382
| New | +$2.35M | 1.54% | 20 |
|
Other funds holding DIS
Winch Advisory Services's DIS Position: Q2 2026 in Review
Winch Advisory Services reduced its Walt Disney (DIS) stake by 5.7% in Q2 2026, selling an estimated $98.9K and leaving 16,057 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #45.
Winch Advisory Services first reported a position in DIS in Q1 2014 and has held it in 50 quarters since. The position peaked at $10.8M in Q2 2015. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Winch Advisory Services held 16,057 shares of Walt Disney worth $1.55M as of Q2 2026.
- Winch Advisory Services sold 970 Walt Disney shares in Q2 2026, an estimated $98.9K.
- Walt Disney made up 0.32% of Winch Advisory Services's portfolio in Q2 2026, its #45 holding.
- Winch Advisory Services first reported a position in Walt Disney in Q1 2014 and has held it in 50 quarters since.
- Winch Advisory Services's Walt Disney position peaked at $10.8M in Q2 2015.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.