Walt Disney Company shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 39k | 114.50 |
| 2025-06-30 | $5.0M | 40k | 124.01 |
| 2025-03-31 | $3.8M | 39k | 98.70 |
| 2024-12-31 | $4.2M | 38k | 111.35 |
| 2024-09-30 | $4.1M | 42k | 96.19 |
| 2024-06-30 | $4.5M | 46k | 99.29 |
| 2024-03-31 | $5.5M | 45k | 122.36 |
| 2023-12-31 | $4.1M | 46k | 90.29 |
| 2023-09-30 | $4.1M | 51k | 81.05 |
| 2023-06-30 | $5.1M | 57k | 89.28 |
| 2023-03-31 | $5.7M | 57k | 100.13 |
| 2022-12-31 | $5.1M | 59k | 86.88 |
| 2022-09-30 | $6.4M | 68k | 94.32 |
| 2022-06-30 | $6.5M | 69k | 94.39 |
| 2022-03-31 | $9.5M | 70k | 137.16 |
| 2021-12-31 | $10M | 67k | 154.90 |
| 2021-09-30 | $11M | 65k | 169.17 |
| 2021-06-30 | $11M | 62k | 175.78 |
| 2021-03-31 | $11M | 60k | 184.52 |
| 2020-12-31 | $10M | 56k | 181.18 |
| 2020-09-30 | $6.6M | 54k | 124.07 |
| 2020-06-30 | $6.0M | 54k | 111.50 |
| 2020-03-31 | $5.0M | 51k | 96.60 |
| 2019-12-31 | $6.9M | 47k | 145.48 |
| 2019-09-30 | $5.7M | 44k | 130.32 |
| 2019-06-30 | $5.7M | 41k | 139.64 |
| 2019-03-31 | $4.0M | 36k | 111.02 |
| 2018-12-31 | $3.7M | 33k | 110.50 |
| 2018-09-30 | $857k | 7.3k | 116.93 |
| 2018-06-30 | $244k | 2.3k | 104.77 |
| 2018-03-31 | $199k | 2.0k | 100.56 |
| 2017-12-31 | $214k | 2.0k | 108.14 |
| 2017-09-30 | $1.4M | 15k | 98.58 |
| 2017-06-30 | $2.3M | 22k | 106.26 |
| 2017-03-31 | $2.3M | 20k | 113.41 |
| 2016-12-31 | $2.0M | 20k | 104.94 |