DIS DISNEY WALT CO

Ownership history in Townsend & Associates, Inc  ·  32 quarters on record

AI Ownership Summary

Townsend & Associates, Inc reported DISNEY WALT CO (DIS) in 32 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.88% in 2025 Q2. The latest visible filing shows DIS at 1.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Townsend & Associates, Inc's position in DISNEY WALT CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DIS was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Townsend & Associates, Inc held DIS — position size vs. price
% of Fund (quarterly)    DIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 162,304 +2,810 +1.8% 1.64% $18.4M 2026-02-14 (Est.) $105.45
2025 Q3 ADDED 159,494 +3,695 +2.4% 1.67% $17.7M 2025-10-21 $113.53
2025 Q2 ADDED 155,799 +12,001 +8.3% 1.88% $18.9M 2025-07-30 $118.74
2025 Q1 REDUCED 143,798 -5,843 -3.9% 1.26% $12.1M 2025-04-25 $89.29
2024 Q4 ADDED 149,641 +3,477 +2.4% 1.67% $16.3M 2025-02-04 $112.06
2024 Q3 ADDED 146,164 +5,458 +3.9% 1.44% $14.1M 2024-11-01 $94.34
2024 Q2 ADDED 140,706 +3,772 +2.8% 1.40% $12.7M 2024-08-05 $86.44
2024 Q1 ADDED 136,934 +1,671 +1.2% 1.82% $15.6M 2024-04-24 $111.66
2023 Q4 ADDED 135,263 +62,828 +86.7% 1.58% $12.6M 2024-02-07 $97.17
2023 Q3 ADDED 72,435 +18,336 +33.9% 1.21% $5.7M 2023-11-01 $79.20
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Townsend & Associates, Inc and DIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Townsend & Associates, Inc reported owning DIS?

Townsend & Associates, Inc reported DIS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DIS position in Townsend & Associates, Inc's portfolio?

The largest reported portfolio weight for DIS was 1.88% in 2025 Q2.

What is the latest reported DIS position on this page?

The most recent filing on this page is 2025 Q4, when Townsend & Associates, Inc reported 162,304 shares, equal to 1.64% of portfolio, with an estimated market value of $18.4M.

What does the chart on this DIS ownership page compare?

The chart compares Townsend & Associates, Inc's quarterly DIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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