Walt Disney Company shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Walt Disney Company
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All positions including Walt Disney Company held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Walt Disney Company by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 24k | 114.50 |
| 2025-06-30 | $2.6M | 21k | 124.01 |
| 2025-03-31 | $1.8M | 18k | 98.70 |
| 2024-12-31 | $1.6M | 15k | 111.35 |
| 2024-09-30 | $1.4M | 14k | 96.19 |
| 2024-06-30 | $1.5M | 15k | 99.29 |
| 2024-03-31 | $1.6M | 13k | 122.36 |
| 2023-12-31 | $1.2M | 13k | 90.29 |
| 2023-09-30 | $1.1M | 13k | 81.05 |
| 2023-06-30 | $2.3M | 26k | 89.28 |
| 2023-03-31 | $2.8M | 28k | 100.13 |
| 2022-12-31 | $3.0M | 34k | 86.88 |
| 2022-09-30 | $3.6M | 38k | 94.32 |
| 2022-06-30 | $4.3M | 45k | 94.40 |
| 2022-03-31 | $5.4M | 40k | 137.16 |
| 2021-12-31 | $5.4M | 35k | 154.89 |
| 2021-09-30 | $6.0M | 36k | 169.16 |
| 2021-06-30 | $6.0M | 34k | 175.78 |
| 2021-03-31 | $6.3M | 34k | 184.52 |
| 2020-12-31 | $6.1M | 33k | 181.19 |
| 2020-09-30 | $4.1M | 33k | 124.07 |
| 2020-06-30 | $4.3M | 38k | 111.50 |
| 2020-03-31 | $4.8M | 50k | 96.61 |
| 2019-12-31 | $7.5M | 52k | 144.63 |
| 2019-09-30 | $7.0M | 53k | 130.33 |
| 2019-06-30 | $7.3M | 53k | 139.63 |
| 2019-03-31 | $5.6M | 51k | 111.03 |
| 2018-12-31 | $3.1M | 28k | 109.66 |
| 2018-09-30 | $1.4M | 12k | 116.91 |
| 2018-06-30 | $1.2M | 12k | 104.84 |
| 2018-03-31 | $1.4M | 14k | 100.45 |
| 2017-12-31 | $1.7M | 15k | 107.49 |
| 2017-09-30 | $1.5M | 16k | 98.61 |
| 2017-06-30 | $1.7M | 16k | 106.23 |
| 2017-03-31 | $1.9M | 17k | 113.41 |
| 2016-12-31 | $2.2M | 21k | 104.20 |
| 2016-09-30 | $3.0M | 32k | 92.85 |
| 2016-06-30 | $4.6M | 47k | 97.81 |
| 2016-03-31 | $5.0M | 50k | 99.31 |
| 2015-12-31 | $5.5M | 52k | 105.09 |
| 2015-09-30 | $5.5M | 54k | 102.21 |
| 2015-06-30 | $6.2M | 54k | 114.14 |
| 2015-03-31 | $5.7M | 55k | 104.90 |
| 2014-12-31 | $5.3M | 56k | 94.18 |
| 2014-09-30 | $4.7M | 53k | 89.02 |
| 2014-06-30 | $4.0M | 46k | 85.75 |
| 2014-03-31 | $2.5M | 32k | 80.07 |
| 2013-12-31 | $2.4M | 31k | 76.40 |
| 2013-09-30 | $1.6M | 24k | 64.48 |
| 2013-06-30 | $1.7M | 27k | 63.16 |
| 2012-12-31 | $506k | 10k | 49.72 |
| 2012-09-30 | $545k | 10k | 52.15 |
| 2012-06-30 | $337k | 7.0k | 48.49 |
| 2012-03-31 | $320k | 7.3k | 43.87 |
| 2011-12-31 | $228k | 6.0k | 37.81 |
| 2011-06-30 | $236k | 6.0k | 39.11 |
| 2011-03-31 | $256k | 5.9k | 43.29 |