Walt Disney Company shares owned by Summit Financial
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Walt Disney Company
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Quarterly reported holdings in Walt Disney Company by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 54k | 114.50 |
| 2025-06-30 | $5.1M | 41k | 124.51 |
| 2025-03-31 | $3.5M | 36k | 98.70 |
| 2024-12-31 | $3.8M | 34k | 111.82 |
| 2024-09-30 | $2.9M | 30k | 96.19 |
| 2024-06-30 | $2.1M | 21k | 99.29 |
| 2024-03-31 | $1.4M | 12k | 122.37 |
| 2023-12-31 | $1.2M | 13k | 90.59 |
| 2023-09-30 | $1.1M | 14k | 81.05 |
| 2023-06-30 | $1.2M | 14k | 89.28 |
| 2023-03-31 | $1.1M | 11k | 100.13 |
| 2022-12-31 | $958k | 11k | 86.88 |
| 2022-09-30 | $1.0M | 11k | 94.33 |
| 2022-06-30 | $1.1M | 11k | 94.40 |
| 2022-03-31 | $1.5M | 11k | 137.16 |
| 2021-12-31 | $1.3M | 8.4k | 154.88 |
| 2021-09-30 | $771k | 4.6k | 169.17 |
| 2021-06-30 | $614k | 3.5k | 175.77 |