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Walt Disney Company shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Walt Disney Company

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All positions including Walt Disney Company held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 13k 114.50
2025-06-30 $1.6M 13k 124.01
2025-03-31 $1.7M 17k 98.57
2024-12-31 $1.8M 16k 111.64
2024-09-30 $1.2M 12k 96.63
2024-06-30 $1.4M 14k 99.29
2024-03-31 $1.7M 14k 122.36
2023-12-31 $492k 5.4k 90.28