BFS
DIS icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bard Financial Services's DIS Position: Q3 2025 in Review

Bard Financial Services held its Walt Disney (DIS) position steady in Q3 2025 at 12,175 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #106.

Bard Financial Services first reported a position in DIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.1M in Q4 2020. 3,080 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Bard Financial Services held 12,175 shares of Walt Disney worth $1.39M as of Q3 2025.
  • Bard Financial Services left its Walt Disney share count unchanged in Q3 2025.
  • Walt Disney made up 0.15% of Bard Financial Services's portfolio in Q3 2025, its #106 holding.
  • Bard Financial Services first reported a position in Walt Disney in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Walt Disney position peaked at $11.1M in Q4 2020.
  • 3,080 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.