BHWM
DIS icon

Beaird Harris Wealth Management’s Walt Disney DIS Stock Holding History

Beaird Harris Wealth Management’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 		$25.2K Sell
261
-16
-6% -$1.63K ﹤0.01% 319
2026
Q1 		$26.7K Buy
277
+24
+9% +$2.54K ﹤0.01% 295
2025
Q4 		$28.8K Hold
253
– – ﹤0.01% 307
2025
Q3 		$29K Sell
253
-133
-34% -$15.7K ﹤0.01% 302
2025
Q2 		$47.9K Buy
386
+150
+64% +$15.6K ﹤0.01% 250
2025
Q1 		$23.3K Sell
236
-81
-26% -$8.71K ﹤0.01% 298
2024
Q4 		$35.3K Sell
317
-11
-3% -$1.16K ﹤0.01% 259
2024
Q3 		$31.6K Sell
328
-271
-45% -$24.9K ﹤0.01% 264
2024
Q2 		$59.5K Buy
599
+101
+20% +$10.9K 0.01% 207
2024
Q1 		$61K Hold
498
– – 0.01% 188
2023
Q4 		$45K Buy
498
+117
+31% +$10.3K ﹤0.01% 196
2023
Q3 		$30.9K Buy
381
+11
+3% +$939 ﹤0.01% 201
2023
Q2 		$33K Sell
370
-274
-43% -$26K ﹤0.01% 194
2023
Q1 		$64.5K Sell
644
-385
-37% -$38.8K 0.01% 159
2022
Q4 		$89.4K Buy
1,029
+386
+60% +$36.9K 0.02% 139
2022
Q3 		$61K Buy
643
+331
+106% +$35.4K 0.01% 151
2022
Q2 		$29K Sell
312
-182
-37% -$20.2K 0.01% 177
2022
Q1 		$68K Sell
494
-1,606
-76% -$232K 0.02% 165
2021
Q4 		$325K Buy
+2,100
New +$339K 0.12% 84

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beaird Harris Wealth Management's DIS Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Walt Disney (DIS) stake by 5.8% in Q2 2026, selling an estimated $1.63K and leaving 261 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Beaird Harris Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $325K in Q4 2021. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Beaird Harris Wealth Management held 261 shares of Walt Disney worth $25.2K as of Q2 2026.
  • Beaird Harris Wealth Management sold 16 Walt Disney shares in Q2 2026, an estimated $1.63K.
  • Walt Disney made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Beaird Harris Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Walt Disney position peaked at $325K in Q4 2021.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.