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Beacon Financial Advisory’s Walt Disney DIS Stock Holding History

Beacon Financial Advisory’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 		$889K Sell
9,228
-235
-2% -$24.8K 0.2% 137
2025
Q4 		$1.08M Sell
9,463
-1,527
-14% -$168K 0.25% 99
2025
Q3 		$1.26M Buy
10,990
+295
+3% +$34.7K 0.29% 87
2025
Q2 		$1.33M Buy
10,695
+1,688
+19% +$175K 0.34% 74
2025
Q1 		$889K Buy
9,007
+71
+0.8% +$7.63K 0.27% 104
2024
Q4 		$995K Buy
8,936
+207
+2% +$21.7K 0.32% 85
2024
Q3 		$840K Sell
8,729
-787
-8% -$72.4K 0.29% 99
2024
Q2 		$945K Buy
9,516
+2,786
+41% +$300K 0.35% 75
2024
Q1 		$823K Sell
6,730
-1,138
-14% -$119K 0.4% 76
2023
Q4 		$710K Buy
7,868
+845
+12% +$74.5K 0.34% 90
2023
Q3 		$569K Buy
7,023
+1,670
+31% +$143K 0.31% 100
2023
Q2 		$478K Buy
5,353
+815
+18% +$77.2K 0.27% 118
2023
Q1 		$454K Buy
4,538
+130
+3% +$13.1K 0.29% 119
2022
Q4 		$383K Sell
4,408
-452
-9% -$43.2K 0.27% 111
2022
Q3 		$458K Sell
4,860
-1,467
-23% -$157K 0.33% 101
2022
Q2 		$597K Sell
6,327
-74
-1% -$8.21K 0.34% 99
2022
Q1 		$878K Buy
6,401
+440
+7% +$63.6K 0.42% 73
2021
Q4 		$923K Buy
5,961
+947
+19% +$153K 0.43% 75
2021
Q3 		$848K Buy
5,014
+78
+2% +$13.9K 0.44% 72
2021
Q2 		$868K Buy
4,936
+100
+2% +$18K 0.47% 71
2021
Q1 		$892K Buy
4,836
+649
+16% +$120K 0.51% 66
2020
Q4 		$758K Buy
4,187
+395
+10% +$56.7K 0.49% 62
2020
Q3 		$470K Buy
3,792
+219
+6% +$27.4K 0.41% 76
2020
Q2 		$398K Buy
3,573
+665
+23% +$73.4K 0.43% 70
2020
Q1 		$280K Buy
2,908
+373
+15% +$47.2K 0.36% 99
2019
Q4 		$366K Buy
+2,535
New +$354K 0.31% 91

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

Beacon Financial Advisory's DIS Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Walt Disney (DIS) stake by 2.5% in Q1 2026, selling an estimated $24.8K and leaving 9,228 shares worth $889K. The position accounts for 0.2% of the portfolio, ranked #137.

Beacon Financial Advisory first reported a position in DIS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.33M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Beacon Financial Advisory held 9,228 shares of Walt Disney worth $889K as of Q1 2026.
  • Beacon Financial Advisory sold 235 Walt Disney shares in Q1 2026, an estimated $24.8K.
  • Walt Disney made up 0.2% of Beacon Financial Advisory's portfolio in Q1 2026, its #137 holding.
  • Beacon Financial Advisory first reported a position in Walt Disney in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Walt Disney position peaked at $1.33M in Q2 2025.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.