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Beacon Capital Management LLC (Tennessee)’s Walt Disney DIS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-1,808
Closed -$224K – 340
2025
Q2 		$224K Buy
1,808
+17
+0.9% +$1.77K 0.03% 116
2025
Q1 		$177K Buy
1,791
+11
+0.6% +$1.18K 0.02% 128
2024
Q4 		$198K Hold
1,780
– – 0.03% 117
2024
Q3 		$171K Sell
1,780
-84
-5% -$7.73K 0.02% 134
2024
Q2 		$185K Sell
1,864
-236
-11% -$25.4K 0.03% 106
2024
Q1 		$257K Buy
2,100
+233
+12% +$24.3K 0.05% 85
2023
Q4 		$151K Sell
1,867
-40
-2% -$3.53K 0.04% 111
2023
Q3 		$170K Hold
1,907
– – 0.05% 103
2023
Q2 		$170K Sell
1,907
-91
-5% -$8.62K 0.05% 103
2023
Q1 		$200K Sell
1,998
-44
-2% -$4.44K 0.06% 91
2022
Q4 		$177K Buy
2,042
+103
+5% +$9.85K 0.06% 97
2022
Q3 		$182K Sell
1,939
-304
-14% -$32.5K 0.06% 89
2022
Q2 		$307K Hold
2,243
– – 0.08% 63
2022
Q1 		$307K Buy
+2,243
New +$324K 0.07% 64

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s DIS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,808 shares — an estimated $224K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DIS in Q1 2022 and held it in 14 quarters. The position peaked at $307K in Q2 2022. 3,082 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,808 Walt Disney shares in Q3 2025, an estimated $224K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Walt Disney in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Walt Disney position peaked at $307K in Q2 2022.
  • 3,082 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.