BFP
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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
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 $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 Planning's DIS Position: Q1 2026 in Review

Beacon Financial Planning increased its Walt Disney (DIS) stake by 26% in Q1 2026, buying an estimated $60.9K and bringing the position to 2,806 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #65.

Beacon Financial Planning first reported a position in DIS in Q3 2025 and has held it in 3 quarters since. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Beacon Financial Planning held 2,806 shares of Walt Disney worth $270K as of Q1 2026.
  • Beacon Financial Planning bought 576 Walt Disney shares in Q1 2026, an estimated $60.9K.
  • Walt Disney made up 0.1% of Beacon Financial Planning's portfolio in Q1 2026, its #65 holding.
  • Beacon Financial Planning first reported a position in Walt Disney in Q3 2025 and has held it in 3 quarters since.
  • 2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.