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BCGM Wealth Management’s Walt Disney DIS Stock Holding History

BCGM Wealth Management’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 		– Sell
-25,988
Closed -$2.5M – 186
2026
Q1 		$2.5M Buy
25,988
+1,133
+5% +$120K 0.63% 52
2025
Q4 		$2.83M Buy
24,855
+544
+2% +$59.9K 0.72% 44
2025
Q3 		$2.78M Buy
24,311
+334
+1% +$39.3K 0.72% 43
2025
Q2 		$2.97M Buy
23,977
+394
+2% +$40.9K 0.84% 41
2025
Q1 		$2.33M Buy
23,583
+1,503
+7% +$162K 0.72% 47
2024
Q4 		$2.46M Buy
22,080
+45
+0.2% +$4.73K 0.78% 39
2024
Q3 		$2.12M Buy
22,035
+516
+2% +$47.5K 0.69% 43
2024
Q2 		$2.14M Sell
21,519
-86
-0.4% -$9.26K 0.74% 38
2024
Q1 		$2.64M Buy
21,605
+726
+3% +$75.8K 0.95% 37
2023
Q4 		$1.89M Buy
20,879
+2,228
+12% +$196K 0.77% 37
2023
Q3 		$1.51M Buy
18,651
+99
+0.5% +$8.46K 0.69% 39
2023
Q2 		$1.66M Buy
18,552
+1,401
+8% +$133K 0.73% 35
2023
Q1 		$1.72M Buy
17,151
+9,641
+128% +$972K 0.87% 34
2022
Q4 		$652K Buy
7,510
+225
+3% +$21.5K 0.32% 61
2022
Q3 		$742K Buy
7,285
+603
+9% +$64.5K 0.37% 58
2022
Q2 		$709K Sell
6,682
-316
-5% -$35.1K 0.36% 57
2022
Q1 		$781K Buy
6,998
+239
+4% +$34.6K 0.42% 53
2021
Q4 		$1.05M Buy
6,759
+176
+3% +$28.4K 0.56% 43
2021
Q3 		$1.11M Buy
6,583
+612
+10% +$109K 0.62% 37
2021
Q2 		$1.05M Buy
5,971
+669
+13% +$120K 0.62% 34
2021
Q1 		$969K Buy
5,302
+543
+11% +$100K 0.66% 33
2020
Q4 		$893K Buy
+4,759
New +$683K 0.63% 32

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BCGM Wealth Management's DIS Position: Q2 2026 in Review

BCGM Wealth Management sold out of Walt Disney (DIS) in Q2 2026, closing a stake of 25,988 shares — an estimated $2.5M sold.

BCGM Wealth Management first reported a position in DIS in Q4 2020 and held it in 22 quarters. The position peaked at $2.97M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • BCGM Wealth Management reported no remaining Walt Disney position as of Q2 2026 after selling out during the quarter.
  • BCGM Wealth Management sold 25,988 Walt Disney shares in Q2 2026, an estimated $2.5M.
  • BCGM Wealth Management first reported a position in Walt Disney in Q4 2020 and held it in 22 quarters.
  • BCGM Wealth Management's Walt Disney position peaked at $2.97M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.