Beaumont Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
12,178
-561
| -4% | -$57.2K | 0.07% | 153 |
|
|
2026
Q1 | $1.23M | Sell |
12,739
-1,286
| -9% | -$136K | 0.08% | 145 |
|
|
2025
Q4 | $1.6M | Sell |
14,025
-1,283
| -8% | -$141K | 0.11% | 112 |
|
|
2025
Q3 | $1.75M | Sell |
15,308
-369
| -2% | -$43.5K | 0.12% | 105 |
|
|
2025
Q2 | $1.94M | Sell |
15,677
-4,133
| -21% | -$429K | 0.14% | 92 |
|
|
2025
Q1 | $1.96M | Sell |
19,810
-1,629
| -8% | -$175K | 0.15% | 90 |
|
|
2024
Q4 | $2.39M | Sell |
21,439
-2,667
| -11% | -$280K | 0.18% | 80 |
|
|
2024
Q3 | $2.32M | Sell |
24,106
-1,938
| -7% | -$178K | 0.18% | 78 |
|
|
2024
Q2 | $2.59M | Sell |
26,044
-3,600
| -12% | -$388K | 0.21% | 72 |
|
|
2024
Q1 | $3.63M | Sell |
29,644
-1,285
| -4% | -$134K | 0.3% | 58 |
|
|
2023
Q4 | $2.79M | Sell |
30,929
-48,699
| -61% | -$4.29M | 0.25% | 62 |
|
|
2023
Q3 | $6.45M | Sell |
79,628
-2,375
| -3% | -$203K | 0.64% | 41 |
|
|
2023
Q2 | $7.32M | Buy |
82,003
+770
| +0.9% | +$72.9K | 0.68% | 43 |
|
|
2023
Q1 | $8.13M | Buy |
81,233
+18,496
| +29% | +$1.86M | 0.82% | 29 |
|
|
2022
Q4 | $5.45M | Sell |
62,737
-17,325
| -22% | -$1.66M | 0.55% | 34 |
|
|
2022
Q3 | $7.55M | Buy |
80,062
+4,803
| +6% | +$514K | 0.72% | 32 |
|
|
2022
Q2 | $7.1M | Sell |
75,259
-10,911
| -13% | -$1.21M | 0.64% | 41 |
|
|
2022
Q1 | $11.8M | Buy |
86,170
+14,624
| +20% | +$2.11M | 0.9% | 32 |
|
|
2021
Q4 | $11.1M | Sell |
71,546
-1,111
| -2% | -$179K | 0.8% | 38 |
|
|
2021
Q3 | $12.3M | Buy |
72,657
+1,464
| +2% | +$261K | 0.95% | 31 |
|
|
2021
Q2 | $12.5M | Buy |
71,193
+6,880
| +11% | +$1.24M | 0.95% | 34 |
|
|
2021
Q1 | $11.9M | Buy |
64,313
+11,928
| +23% | +$2.2M | 1.01% | 31 |
|
|
2020
Q4 | $9.49M | Buy |
52,385
+3,385
| +7% | +$486K | 0.84% | 32 |
|
|
2020
Q3 | $6.08M | Buy |
49,000
+418
| +0.9% | +$52.2K | 0.58% | 53 |
|
|
2020
Q2 | $5.42M | Buy |
48,582
+8,840
| +22% | +$976K | 0.57% | 55 |
|
|
2020
Q1 | $3.84M | Sell |
39,742
-7,323
| -16% | -$926K | 0.48% | 47 |
|
|
2019
Q4 | $6.81M | Buy |
47,065
+3,110
| +7% | +$434K | 0.67% | 49 |
|
|
2019
Q3 | $5.73M | Buy |
43,955
+35,944
| +449% | +$4.97M | 0.57% | 49 |
|
|
2019
Q2 | $1.12M | Buy |
8,011
+795
| +11% | +$105K | 0.12% | 112 |
|
|
2019
Q1 | $801K | Buy |
7,216
+2,450
| +51% | +$274K | 0.09% | 129 |
|
|
2018
Q4 | $523K | Buy |
4,766
+41
| +0.9% | +$4.66K | 0.09% | 122 |
|
|
2018
Q3 | $553K | Sell |
4,725
-20
| -0.4% | -$2.23K | 0.06% | 142 |
|
|
2018
Q2 | $497K | Sell |
4,745
-84
| -2% | -$8.59K | 0.05% | 133 |
|
|
2018
Q1 | $485K | Buy |
4,829
+1,551
| +47% | +$165K | 0.05% | 141 |
|
|
2017
Q4 | $352K | Buy |
3,278
+108
| +3% | +$11.1K | 0.04% | 141 |
|
|
2017
Q3 | $312K | Sell |
3,170
-644
| -17% | -$66.2K | 0.04% | 143 |
|
|
2017
Q2 | $405K | Buy |
3,814
+628
| +20% | +$68.8K | 0.05% | 129 |
|
|
2017
Q1 | $361K | Buy |
3,186
+806
| +34% | +$88.7K | 0.05% | 139 |
|
|
2016
Q4 | $248K | Buy |
2,380
+54
| +2% | +$5.26K | 0.04% | 135 |
|
|
2016
Q3 | $216K | Hold |
2,326
| – | – | 0.03% | 135 |
|
|
2016
Q2 | $227K | Sell |
2,326
-59,547
| -96% | -$5.96M | 0.04% | 129 |
|
|
2016
Q1 | $6.49M | Buy |
61,873
+59,339
| +2,342% | +$5.73M | 1.06% | 37 |
|
|
2015
Q4 | $266K | Sell |
2,534
-61,175
| -96% | -$6.82M | 0.04% | 101 |
|
|
2015
Q3 | $7.27M | Hold |
63,709
| – | – | 1.05% | 43 |
|
|
2015
Q2 | $7.27M | Sell |
63,709
-1,094
| -2% | -$120K | 1.05% | 43 |
|
|
2015
Q1 | $6.8M | Buy |
64,803
+253
| +0.4% | +$25.5K | 0.24% | 65 |
|
|
2014
Q4 | $6.08M | Buy |
64,550
+5,375
| +9% | +$485K | 0.29% | 71 |
|
|
2014
Q3 | $5.27M | Buy |
59,175
+1,765
| +3% | +$156K | 0.34% | 72 |
|
|
2014
Q2 | $4.92M | Buy |
57,410
+300
| +0.5% | +$24.5K | 0.35% | 73 |
|
|
2014
Q1 | $4.57M | Buy |
57,110
+54,006
| +1,740% | +$4.19M | 0.38% | 60 |
|
|
2013
Q4 | $237K | Hold |
3,104
| – | – | 0.02% | 134 |
|
|
2013
Q3 | $200K | Buy |
+3,104
| New | +$199K | 0.02% | 145 |
|
Other funds holding DIS
Beaumont Financial Advisors's DIS Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Walt Disney (DIS) stake by 4.4% in Q2 2026, selling an estimated $57.2K and leaving 12,178 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #153.
Beaumont Financial Advisors first reported a position in DIS in Q3 2013 and has held it in 52 quarters since. The position peaked at $12.5M in Q2 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Beaumont Financial Advisors held 12,178 shares of Walt Disney worth $1.17M as of Q2 2026.
- Beaumont Financial Advisors sold 561 Walt Disney shares in Q2 2026, an estimated $57.2K.
- Walt Disney made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #153 holding.
- Beaumont Financial Advisors first reported a position in Walt Disney in Q3 2013 and has held it in 52 quarters since.
- Beaumont Financial Advisors's Walt Disney position peaked at $12.5M in Q2 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.