BFP
DIS icon

Beacon Financial Planning’s Walt Disney DIS Stock Holding History

Beacon Financial Planning’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 		$273K Buy
2,841
+35
+1% +$3.57K 0.09% 70
2026
Q1 		$270K Buy
2,806
+576
+26% +$60.9K 0.1% 65
2025
Q4 		$254K Hold
2,230
– – 0.12% 49
2025
Q3 		$255K Buy
+2,230
New +$263K 0.13% 50

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 $3.38T 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
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 Planning's DIS Position: Q2 2026 in Review

Beacon Financial Planning increased its Walt Disney (DIS) stake by 1.2% in Q2 2026, buying an estimated $3.57K and bringing the position to 2,841 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #70.

Beacon Financial Planning first reported a position in DIS in Q3 2025 and has held it in 4 quarters since. 2,947 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Beacon Financial Planning held 2,841 shares of Walt Disney worth $273K as of Q2 2026.
  • Beacon Financial Planning bought 35 Walt Disney shares in Q2 2026, an estimated $3.57K.
  • Walt Disney made up 0.09% of Beacon Financial Planning's portfolio in Q2 2026, its #70 holding.
  • Beacon Financial Planning first reported a position in Walt Disney in Q3 2025 and has held it in 4 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.