DIS DISNEY WALT CO

Ownership history in BENDER ROBERT & ASSOCIATES  ·  28 quarters on record

This page tracks every 13F SEC filing in which BENDER ROBERT & ASSOCIATES reported a position in DISNEY WALT CO (DIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.21% (2019 Q2)
Avg. % of fund
1.14%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,314 -552 -1.8% 0.69% $3.3M $113.77
2025 Q3 REDUCED 29,866 -1,625 -5.2% 0.74% $3.4M $113.73
2025 Q2 REDUCED 31,491 -895 -2.8% 0.87% $3.9M $123.18
2025 Q1 REDUCED 32,386 -8 -0.0% 0.81% $3.2M $97.62
2024 Q4 ADDED 32,394 +198 +0.6% 0.87% $3.6M $110.13
2024 Q3 REDUCED 32,196 -702 -2.1% 0.66% $3.1M $94.72
2024 Q2 REDUCED 32,898 -440 -1.3% 0.72% $3.3M $97.32
2024 Q1 REDUCED 33,338 -40 -0.1% 0.96% $4.1M $119.93
2023 Q4 REDUCED 33,378 -1,388 -4.0% 0.76% $3.0M $88.50
2023 Q3 ADDED 34,766 +1,113 +3.3% 0.82% $2.8M $79.19
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DIS price (monthly, adj. close)
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