Walt Disney Company shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 5.3k | 114.50 |
| 2025-06-30 | $676k | 5.4k | 124.01 |
| 2025-03-31 | $579k | 5.9k | 98.70 |
| 2024-12-31 | $639k | 5.7k | 111.36 |
| 2024-09-30 | $548k | 5.7k | 96.20 |
| 2024-06-30 | $625k | 6.3k | 99.30 |
| 2024-03-31 | $751k | 6.1k | 122.37 |
| 2023-12-31 | $554k | 6.1k | 90.30 |
| 2023-09-30 | $587k | 7.2k | 81.05 |
| 2023-06-30 | $760k | 8.5k | 89.28 |
| 2023-03-31 | $997k | 10k | 100.13 |
| 2022-12-31 | $795k | 9.2k | 86.88 |
| 2022-09-30 | $881k | 9.3k | 94.30 |
| 2022-06-30 | $868k | 9.2k | 94.39 |
| 2022-03-31 | $1.0M | 7.5k | 137.17 |
| 2021-12-31 | $1.2M | 7.5k | 154.88 |
| 2021-09-30 | $1.3M | 7.4k | 169.11 |
| 2021-06-30 | $1.3M | 7.3k | 175.80 |
| 2021-03-31 | $1.3M | 7.3k | 184.53 |
| 2020-12-31 | $1.3M | 7.2k | 181.20 |
| 2020-09-30 | $921k | 7.4k | 124.14 |
| 2020-06-30 | $827k | 7.4k | 111.47 |
| 2020-03-31 | $830k | 8.6k | 96.58 |
| 2019-12-31 | $1.1M | 7.7k | 144.53 |
| 2019-09-30 | $663k | 5.1k | 130.33 |
| 2019-06-30 | $688k | 4.9k | 139.55 |
| 2019-03-31 | $547k | 4.9k | 110.95 |
| 2018-12-31 | $539k | 4.9k | 109.53 |
| 2018-09-30 | $529k | 4.5k | 117.01 |
| 2018-06-30 | $453k | 4.3k | 104.74 |
| 2018-03-31 | $409k | 4.1k | 100.37 |
| 2017-12-31 | $374k | 3.5k | 107.41 |
| 2017-09-30 | $343k | 3.5k | 98.71 |
| 2017-06-30 | $369k | 3.5k | 106.19 |
| 2017-03-31 | $383k | 3.4k | 113.48 |
| 2016-12-31 | $365k | 3.5k | 104.29 |
More positions owned by Sterling Investment Advisors
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