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BCS Private Wealth Management’s Walt Disney DIS Stock Holding History

BCS Private 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
Q1 		$367K Buy
3,805
+700
+23% +$74K 0.11% 135
2025
Q4 		$356K Buy
3,105
+200
+7% +$22K 0.12% 127
2025
Q3 		$333K Hold
2,905
– – 0.12% 124
2025
Q2 		$362K Buy
+2,905
New +$302K 0.14% 116

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCS Private Wealth Management's DIS Position: Q1 2026 in Review

BCS Private Wealth Management increased its Walt Disney (DIS) stake by 23% in Q1 2026, buying an estimated $74K and bringing the position to 3,805 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #135.

BCS Private Wealth Management first reported a position in DIS in Q2 2025 and has held it in 4 quarters since. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • BCS Private Wealth Management held 3,805 shares of Walt Disney worth $367K as of Q1 2026.
  • BCS Private Wealth Management bought 700 Walt Disney shares in Q1 2026, an estimated $74K.
  • Walt Disney made up 0.11% of BCS Private Wealth Management's portfolio in Q1 2026, its #135 holding.
  • BCS Private Wealth Management first reported a position in Walt Disney in Q2 2025 and has held it in 4 quarters since.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.