Bard Associates’s Walt Disney DIS Stock Holding History

Bard Associates’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	$5K	Buy	52 +28	+117%	+$2.85K	﹤0.01%	262
2026 Q1	$2.31K	Buy	+24	New	+$2.54K	﹤0.01%	267

Other funds holding DIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bard Associates's DIS Position: Q2 2026 in Review

Bard Associates increased its Walt Disney (DIS) stake by 117% in Q2 2026, buying an estimated $2.85K and bringing the position to 52 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Bard Associates first reported a position in DIS in Q1 2026 and has held it in 2 quarters since. 2,929 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

Bard Associates held 52 shares of Walt Disney worth $5K as of Q2 2026.
Bard Associates bought 28 Walt Disney shares in Q2 2026, an estimated $2.85K.
Walt Disney made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #262 holding.
Bard Associates first reported a position in Walt Disney in Q1 2026 and has held it in 2 quarters since.
2,929 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.