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Walt Disney Company shares owned by Investments & Financial Planning

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Investments & Financial Planning from 13F filings

Historical chart of Investments & Financial Planning investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Investments & Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 1.9k 114.49
2025-06-30 $239k 1.9k 124.02
2024-12-31 $222k 2.0k 111.35
2024-03-31 $207k 1.7k 122.36

More positions owned by Investments & Financial Planning

Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Msci World Etf (URTH)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Investments & Financial Planning

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
FMR
State Farm Mutual Automobile Insurance Company
Northern Trust
Jennison Associates
Ubs Global Asset Management Americas
Bank of New York Mellon
Ameriprise Financial
Loomis, Sayles and
Nuveen

View all funds holding Walt Disney Company