Bard Financial Services’s Walt Disney DIS Stock Holding History

Bard Financial Services’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
2025 Q3	$1.39M	Hold	12,175	–	–	0.15%	106
2025 Q2	$1.51M	Sell	12,175 -1,210	-9%	-$126K	0.18%	99
2025 Q1	$1.32M	Sell	13,385 -125	-0.9%	-$13.4K	0.16%	99
2024 Q4	$1.5M	Sell	13,510 -825	-6%	-$86.7K	0.18%	98
2024 Q3	$1.38M	Sell	14,335 -16,135	-53%	-$1.48M	0.16%	99
2024 Q2	$3.03M	Sell	30,470 -3,325	-10%	-$358K	0.31%	67
2024 Q1	$4.14M	Sell	33,795 -7,730	-19%	-$807K	0.44%	58
2023 Q4	$3.75M	Buy	41,525 +1,720	+4%	+$152K	0.42%	58
2023 Q3	$3.23M	Sell	39,805 -1,690	-4%	-$144K	0.4%	61
2023 Q2	$3.7M	Sell	41,495 -2,285	-5%	-$216K	0.28%	86
2023 Q1	$4.38M	Sell	43,780 -40	-0.1%	-$4.03K	0.35%	73
2022 Q4	$3.81M	Sell	43,820 -5,410	-11%	-$517K	0.32%	77
2022 Q3	$4.64M	Sell	49,230 -1,025	-2%	-$110K	0.44%	56
2022 Q2	$4.74M	Sell	50,255 -2,773	-5%	-$308K	0.43%	55
2022 Q1	$7.27M	Sell	53,028 -3,250	-6%	-$470K	0.59%	49
2021 Q4	$8.72M	Buy	56,278 +125	+0.2%	+$20.2K	0.7%	38
2021 Q3	$9.5M	Sell	56,153 -500	-0.9%	-$89.1K	0.84%	30
2021 Q2	$9.96M	Buy	56,653 +200	+0.4%	+$36K	0.89%	27
2021 Q1	$10.4M	Sell	56,453 -4,760	-8%	-$878K	1.01%	23
2020 Q4	$11.1M	Buy	+61,213	New	+$8.79M	1.11%	21

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return