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Badgley Phelps Wealth Managers’s Walt Disney DIS Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.7M Buy
142,368
+1,332
+0.9% +$141K 0.27% 92
2025
Q4 		$16.1M Buy
141,036
+762
+0.5% +$83.9K 0.3% 84
2025
Q3 		$16.1M Buy
140,274
+27
+0% +$3.18K 0.34% 80
2025
Q2 		$17.4M Buy
140,247
+427
+0.3% +$44.4K 0.39% 72
2025
Q1 		$13.8M Buy
139,820
+3,193
+2% +$343K 0.33% 83
2024
Q4 		$15.3M Sell
136,627
-4,977
-4% -$523K 0.36% 80
2024
Q3 		$13.6M Buy
141,604
+225
+0.2% +$20.7K 0.32% 89
2024
Q2 		$14M Buy
141,379
+1,912
+1% +$206K 0.35% 84
2024
Q1 		$17.1M Buy
139,467
+9,985
+8% +$1.04M 0.43% 77
2023
Q4 		$11.7M Buy
129,482
+17,829
+16% +$1.57M 0.32% 87
2023
Q3 		$9.05M Sell
111,653
-63,189
-36% -$5.4M 0.31% 93
2023
Q2 		$15.6M Buy
174,842
+7,428
+4% +$704K 0.52% 66
2023
Q1 		$16.8M Buy
167,414
+15,422
+10% +$1.55M 0.62% 56
2022
Q4 		$13.2M Sell
151,992
-20,721
-12% -$1.98M 0.53% 66
2022
Q3 		$16.3M Buy
172,713
+2,844
+2% +$304K 0.7% 46
2022
Q2 		$16M Sell
169,869
-1,807
-1% -$201K 0.66% 52
2022
Q1 		$23.5M Buy
171,676
+1,937
+1% +$280K 0.82% 42
2021
Q4 		$26.3M Buy
169,739
+194
+0.1% +$31.3K 0.85% 37
2021
Q3 		$28.7M Buy
+169,545
New +$30.2M 1.04% 28

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Badgley Phelps Wealth Managers's DIS Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Walt Disney (DIS) stake by 0.94% in Q1 2026, buying an estimated $141K and bringing the position to 142,368 shares worth $13.7M. The position accounts for 0.27% of the portfolio, ranked #92.

Badgley Phelps Wealth Managers first reported a position in DIS in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.7M in Q3 2021. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Badgley Phelps Wealth Managers held 142,368 shares of Walt Disney worth $13.7M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 1,332 Walt Disney shares in Q1 2026, an estimated $141K.
  • Walt Disney made up 0.27% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #92 holding.
  • Badgley Phelps Wealth Managers first reported a position in Walt Disney in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Walt Disney position peaked at $28.7M in Q3 2021.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.