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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
Q2 		$883K Sell
9,174
-54
-0.6% -$5.5K 0.17% 157
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 $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

Beacon Financial Advisory's DIS Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Walt Disney (DIS) stake by 0.59% in Q2 2026, selling an estimated $5.5K and leaving 9,174 shares worth $883K. The position accounts for 0.17% of the portfolio, ranked #157.

Beacon Financial Advisory first reported a position in DIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.33M in Q2 2025. 2,941 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Beacon Financial Advisory held 9,174 shares of Walt Disney worth $883K as of Q2 2026.
  • Beacon Financial Advisory sold 54 Walt Disney shares in Q2 2026, an estimated $5.5K.
  • Walt Disney made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #157 holding.
  • Beacon Financial Advisory first reported a position in Walt Disney in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Walt Disney position peaked at $1.33M in Q2 2025.
  • 2,941 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.