BWP
DIS icon

Baldwin Wealth Partners’s Walt Disney DIS Stock Holding History

Baldwin Wealth Partners’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
Q2 		$421K Sell
4,375
-187
-4% -$19.1K 0.03% 160
2026
Q1 		$440K Sell
4,562
-1,762
-28% -$186K 0.03% 154
2025
Q4 		$719K Sell
6,324
-150
-2% -$16.5K 0.05% 130
2025
Q3 		$741K Sell
6,474
-36
-0.6% -$4.24K 0.05% 126
2025
Q2 		$807K Sell
6,510
-5
-0.1% -$520 0.05% 111
2025
Q1 		$643K Sell
6,515
-506
-7% -$54.4K 0.05% 125
2024
Q4 		$782K Buy
7,021
+645
+10% +$67.8K 0.05% 118
2024
Q3 		$613K Sell
6,376
-210
-3% -$19.3K 0.04% 175
2024
Q2 		$654K Sell
6,586
-121
-2% -$13K 0.05% 118
2024
Q1 		$821K Sell
6,707
-2,346
-26% -$245K 0.06% 114
2023
Q4 		$817K Sell
9,053
-555
-6% -$48.9K 0.06% 110
2023
Q3 		$779K Sell
9,608
-775
-7% -$66.2K 0.07% 118
2023
Q2 		$927K Sell
10,383
-87
-0.8% -$8.24K 0.08% 115
2023
Q1 		$1.05M Sell
10,470
-222
-2% -$22.4K 0.09% 111
2022
Q4 		$929K Sell
10,692
-1,287
-11% -$123K 0.08% 116
2022
Q3 		$1.13M Sell
11,979
-178
-1% -$19.1K 0.16% 64
2022
Q2 		$1.15M Sell
12,157
-23
-0.2% -$2.55K 0.15% 67
2022
Q1 		$1.67M Buy
12,180
+1,704
+16% +$246K 0.18% 64
2021
Q4 		$1.62M Buy
10,476
+50
+0.5% +$8.07K 0.16% 64
2021
Q3 		$1.76M Sell
10,426
-10
-0.1% -$1.78K 0.2% 59
2021
Q2 		$1.83M Hold
10,436
– – 0.2% 59
2021
Q1 		$1.93M Buy
10,436
+139
+1% +$25.6K 0.23% 58
2020
Q4 		$1.87M Sell
10,297
-19,197
-65% -$2.76M 0.23% 59
2020
Q3 		$3.66M Buy
29,494
+180
+0.6% +$22.5K 0.5% 50
2020
Q2 		$3.27M Buy
29,314
+1,770
+6% +$195K 0.48% 53
2020
Q1 		$2.66M Buy
27,544
+6,396
+30% +$809K 0.47% 55
2019
Q4 		$3.06M Buy
21,148
+8,505
+67% +$1.19M 0.43% 58
2019
Q3 		$1.65M Sell
12,643
-934
-7% -$129K 0.25% 63
2019
Q2 		$1.9M Sell
13,577
-100
-0.7% -$13.3K 0.28% 62
2019
Q1 		$1.52M Buy
13,677
+425
+3% +$47.5K 0.23% 71
2018
Q4 		$1.45M Buy
13,252
+260
+2% +$29.6K 0.24% 62
2018
Q3 		$1.52M Buy
12,992
+3,025
+30% +$337K 0.21% 71
2018
Q2 		$1.04M Buy
9,967
+720
+8% +$73.6K 0.16% 86
2018
Q1 		$929K Buy
9,247
+243
+3% +$25.8K 0.15% 90
2017
Q4 		$968K Buy
9,004
+477
+6% +$49.1K 0.15% 93
2017
Q3 		$841K Sell
8,527
-380
-4% -$39.1K 0.14% 99
2017
Q2 		$946K Sell
8,907
-550
-6% -$60.2K 0.15% 91
2017
Q1 		$1.07M Sell
9,457
-100
-1% -$11K 0.18% 87
2016
Q4 		$996K Sell
9,557
-111
-1% -$10.8K 0.18% 78
2016
Q3 		$898K Sell
9,668
-2,980
-24% -$285K 0.16% 82
2016
Q2 		$1.24M Sell
12,648
-190
-1% -$19K 0.25% 67
2016
Q1 		$1.27M Sell
12,838
-266
-2% -$25.7K 0.23% 94
2015
Q4 		$1.38M Buy
13,104
+80
+0.6% +$8.92K 0.22% 94
2015
Q3 		$1.33M Hold
13,024
– – 0.22% 95
2015
Q2 		$1.49M Sell
13,024
-350
-3% -$38.4K 0.22% 98
2015
Q1 		$1.4M Sell
13,374
-25
-0.2% -$2.52K 0.21% 105
2014
Q4 		$1.26M Sell
13,399
-697
-5% -$62.8K 0.18% 119
2014
Q3 		$1.25M Buy
14,096
+532
+4% +$46.9K 0.18% 114
2014
Q2 		$1.16M Buy
13,564
+626
+5% +$51.1K 0.17% 115
2014
Q1 		$1.04M Sell
12,938
-600
-4% -$46.5K 0.17% 120
2013
Q4 		$1.03M Sell
13,538
-621
-4% -$43K 0.17% 125
2013
Q3 		$913K Buy
14,159
+214
+2% +$13.7K 0.17% 125
2013
Q2 		$881K Buy
+13,945
New +$881K 0.17% 120

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Baldwin Wealth Partners's DIS Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Walt Disney (DIS) stake by 4.1% in Q2 2026, selling an estimated $19.1K and leaving 4,375 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #160.

Baldwin Wealth Partners first reported a position in DIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.66M in Q3 2020. 1,341 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Baldwin Wealth Partners held 4,375 shares of Walt Disney worth $421K as of Q2 2026.
  • Baldwin Wealth Partners sold 187 Walt Disney shares in Q2 2026, an estimated $19.1K.
  • Walt Disney made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Baldwin Wealth Partners first reported a position in Walt Disney in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Walt Disney position peaked at $3.66M in Q3 2020.
  • 1,341 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.