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BCS Wealth Management’s Walt Disney DIS Stock Holding History

BCS 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 		– Sell
-3,057
Closed -$348K – 275
2025
Q4 		$348K Buy
+3,057
New +$337K 0.04% 268
2025
Q3 		– Sell
-2,043
Closed -$253K – 256
2025
Q2 		$253K Buy
+2,043
New +$212K 0.05% 223
2024
Q2 		– Sell
-2,444
Closed -$299K – 165
2024
Q1 		$299K Buy
+2,444
New +$255K 0.1% 188
2023
Q1 		– Sell
-2,887
Closed -$251K – 171
2022
Q4 		$251K Buy
2,887
+300
+12% +$28.7K 0.11% 163
2022
Q3 		$244K Sell
2,587
-565
-18% -$60.5K 0.11% 151
2022
Q2 		$298K Sell
3,152
-632
-17% -$70.1K 0.13% 135
2022
Q1 		$519K Sell
3,784
-425
-10% -$61.4K 0.22% 103
2021
Q4 		$652K Buy
4,209
+355
+9% +$57.3K 0.23% 91
2021
Q3 		$652K Sell
3,854
-89
-2% -$15.9K 0.28% 80
2021
Q2 		$693K Buy
3,943
+525
+15% +$94.4K 0.37% 61
2021
Q1 		$631K Buy
3,418
+264
+8% +$48.7K 0.3% 69
2020
Q4 		$571K Sell
3,154
-205
-6% -$29.4K 0.3% 68
2020
Q3 		$417K Sell
3,359
-164
-5% -$20.5K 0.24% 79
2020
Q2 		$393K Buy
3,523
+1,174
+50% +$130K 0.24% 79
2020
Q1 		$227K Buy
2,349
+504
+27% +$63.7K 0.16% 97
2019
Q4 		$267K Buy
+1,845
New +$258K 0.18% 89

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 Wealth Management's DIS Position: Q1 2026 in Review

BCS Wealth Management sold out of Walt Disney (DIS) in Q1 2026, closing a stake of 3,057 shares — an estimated $348K sold.

BCS Wealth Management first reported a position in DIS in Q4 2019 and held it in 16 quarters. The position peaked at $693K in Q2 2021. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • BCS Wealth Management reported no remaining Walt Disney position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 3,057 Walt Disney shares in Q1 2026, an estimated $348K.
  • BCS Wealth Management first reported a position in Walt Disney in Q4 2019 and held it in 16 quarters.
  • BCS Wealth Management's Walt Disney position peaked at $693K in Q2 2021.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.