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Walt Disney Company shares owned by Triangle Securities Wealth Management

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

Historical chart of Triangle Securities Wealth Management investment in Walt Disney Company

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All positions including Walt Disney Company held by Triangle Securities 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 16k 99.29
2024-03-31 $2.0M 16k 122.36
2023-12-31 $1.6M 17k 90.29
2023-09-30 $1.6M 20k 81.05
2023-06-30 $1.9M 21k 89.28
2023-03-31 $2.1M 21k 100.13
2022-12-31 $1.9M 22k 86.88
2021-12-31 $3.1M 20k 154.88
2020-09-30 $2.8M 23k 124.06
2020-06-30 $2.6M 23k 111.51
2020-03-31 $2.3M 24k 96.61
2019-12-31 $3.4M 24k 144.63
2019-09-30 $3.1M 24k 130.31
2019-06-30 $3.6M 25k 141.02
2019-03-31 $3.0M 28k 111.04
2018-12-31 $3.1M 28k 109.65
2018-09-30 $3.2M 28k 116.93
2018-06-30 $2.9M 28k 104.81
2018-03-31 $2.8M 28k 100.45
2017-12-31 $3.0M 28k 107.51
2017-09-30 $2.8M 28k 98.57
2017-06-30 $3.0M 28k 106.23
2017-03-31 $3.2M 28k 113.37
2016-12-31 $2.9M 28k 104.21
2016-09-30 $2.6M 28k 92.87
2016-06-30 $2.7M 28k 97.83
2016-03-31 $3.1M 32k 99.30
2015-12-31 $3.4M 32k 105.09
2015-09-30 $3.1M 30k 102.18
2015-06-30 $2.4M 21k 114.13
2015-03-31 $2.3M 22k 104.87
2014-12-31 $2.2M 23k 94.18
2014-09-30 $2.0M 22k 89.02
2014-06-30 $1.9M 22k 85.73
2014-03-31 $1.4M 25k 56.81
2013-12-31 $1.7M 22k 76.41
2013-09-30 $1.6M 25k 64.51
2013-06-30 $1.6M 25k 63.16
2013-03-31 $1.4M 25k 56.81
2012-12-31 $1.2M 25k 49.78
2012-09-30 $1.3M 25k 52.26
2012-06-30 $1.2M 25k 48.51
2012-03-31 $1.1M 25k 43.77
2011-12-31 $954k 25k 37.50

More positions owned by Triangle Securities Wealth Management

Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Microsoft Corporation (MSFT)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
Citadel Advisors
Amundi
Susquehanna International
Jennison Associates
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Walt Disney Company