BWA
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Beam Wealth Advisors’s Walt Disney DIS Stock Holding History

Beam Wealth Advisors’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
2025
Q4 		– Sell
-13,433
Closed -$1.54M – 109
2025
Q3 		$1.54M Sell
13,433
-852
-6% -$100K 0.42% 55
2025
Q2 		$1.77M Sell
14,285
-684
-5% -$71.1K 0.53% 48
2025
Q1 		$1.48M Sell
14,969
-3,092
-17% -$332K 0.5% 49
2024
Q4 		$2.01M Sell
18,061
-716
-4% -$75.2K 0.64% 40
2024
Q3 		$1.81M Buy
18,777
+644
+4% +$59.3K 0.55% 41
2024
Q2 		$1.8M Buy
18,133
+15,517
+593% +$1.67M 0.6% 37
2024
Q1 		$320K Buy
+2,616
New +$273K 0.19% 84
2023
Q3 		– Sell
-3,417
Closed -$305K – 100
2023
Q2 		$305K Buy
3,417
+714
+26% +$67.6K 0.21% 78
2023
Q1 		$271K Buy
2,703
+9
+0.3% +$907 0.27% 79
2022
Q4 		$234K Sell
2,694
-46
-2% -$4.4K 0.24% 86
2022
Q3 		$258K Buy
2,740
+46
+2% +$4.92K 0.29% 83
2022
Q2 		$254K Buy
2,694
+556
+26% +$61.7K 0.28% 82
2022
Q1 		$293K Buy
2,138
+841
+65% +$122K 0.34% 66
2021
Q4 		$201K Sell
1,297
-263
-17% -$42.5K 0.23% 86
2021
Q3 		$264K Buy
1,560
+116
+8% +$20.7K 0.23% 111
2021
Q2 		$254K Buy
1,444
+183
+15% +$32.9K 0.22% 113
2021
Q1 		$233K Buy
1,261
+143
+13% +$26.4K 0.21% 117
2020
Q4 		$202K Sell
1,118
-5,856
-84% -$841K 0.19% 120
2020
Q3 		$865K Sell
6,974
-683
-9% -$85.4K 0.81% 39
2020
Q2 		$876K Sell
7,657
-77
-1% -$8.5K 0.88% 36
2020
Q1 		$747K Buy
7,734
+173
+2% +$21.9K 0.74% 41
2019
Q4 		$1.09M Buy
+7,561
New +$1.06M 1.02% 25

Other funds holding DIS

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beam Wealth Advisors's DIS Position: Q4 2025 in Review

Beam Wealth Advisors sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 13,433 shares — an estimated $1.54M sold.

Beam Wealth Advisors first reported a position in DIS in Q4 2019 and held it in 22 quarters. The position peaked at $2.01M in Q4 2024. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

  • Beam Wealth Advisors reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 13,433 Walt Disney shares in Q4 2025, an estimated $1.54M.
  • Beam Wealth Advisors first reported a position in Walt Disney in Q4 2019 and held it in 22 quarters.
  • Beam Wealth Advisors's Walt Disney position peaked at $2.01M in Q4 2024.
  • 3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Beam Wealth Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.