Walt Disney Company shares owned by AE Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Walt Disney Company by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 200k | 114.50 |
| 2025-06-30 | $22M | 177k | 124.00 |
| 2025-03-31 | $6.1M | 62k | 98.63 |
| 2024-12-31 | $8.2M | 74k | 111.34 |
| 2024-09-30 | $7.7M | 81k | 96.19 |
| 2024-06-30 | $24M | 239k | 99.29 |
| 2024-03-31 | $26M | 208k | 122.36 |
| 2023-12-31 | $23M | 242k | 95.36 |
| 2023-09-30 | $18M | 222k | 81.05 |
| 2023-06-30 | $19M | 213k | 89.28 |
| 2023-03-31 | $21M | 210k | 100.13 |
| 2022-12-31 | $20M | 224k | 86.88 |
| 2022-09-30 | $22M | 228k | 94.33 |
| 2022-06-30 | $20M | 207k | 94.40 |
| 2022-03-31 | $34M | 251k | 137.16 |
| 2021-12-31 | $36M | 235k | 154.89 |
| 2021-09-30 | $40M | 237k | 169.17 |
| 2021-06-30 | $37M | 211k | 175.77 |
| 2021-03-31 | $37M | 201k | 184.52 |
| 2020-12-31 | $34M | 188k | 181.18 |
| 2020-09-30 | $19M | 155k | 124.08 |
| 2020-06-30 | $21M | 184k | 111.51 |
| 2020-03-31 | $14M | 149k | 96.60 |
| 2019-12-31 | $16M | 110k | 144.63 |
| 2019-09-30 | $12M | 92k | 130.32 |
| 2019-06-30 | $12M | 85k | 139.64 |
| 2019-03-31 | $2.8M | 25k | 111.04 |
| 2018-12-31 | $2.5M | 22k | 109.64 |
| 2018-09-30 | $2.4M | 21k | 116.93 |
| 2018-06-30 | $1.4M | 14k | 104.78 |
| 2018-03-31 | $1.1M | 11k | 100.46 |
| 2017-12-31 | $999k | 9.3k | 107.55 |
| 2017-09-30 | $1.4M | 14k | 98.61 |
| 2017-06-30 | $1.3M | 12k | 106.24 |
| 2017-03-31 | $549k | 4.8k | 113.29 |
| 2016-12-31 | $207k | 2.0k | 104.44 |