Beech Hill Advisors’s Walt Disney DIS Stock Holding History

Beech Hill 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
2026 Q1	$2.94M	Buy	30,490 +750	+3%	+$79.3K	1.47%	24
2025 Q4	$3.38M	Sell	29,740 -2,597	-8%	-$286K	1.62%	22
2025 Q3	$3.7M	Sell	32,337 -4,775	-13%	-$562K	1.73%	19
2025 Q2	$4.6M	Sell	37,112 -11,464	-24%	-$1.19M	2.07%	11
2025 Q1	$4.79M	Sell	48,576 -1,085	-2%	-$117K	1.91%	13
2024 Q4	$5.53M	Sell	49,661 -670	-1%	-$70.4K	2.07%	11
2024 Q3	$4.84M	Buy	50,331 +3,839	+8%	+$353K	1.84%	16
2024 Q2	$4.62M	Buy	46,492 +1,885	+4%	+$203K	1.9%	15
2024 Q1	$5.46M	Buy	44,607 +1,221	+3%	+$128K	2.27%	9
2023 Q4	$3.92M	Sell	43,386 -2,474	-5%	-$218K	1.89%	15
2023 Q3	$3.72M	Sell	45,860 -275	-0.6%	-$23.5K	1.87%	17
2023 Q2	$4.12M	Buy	46,135 +305	+0.7%	+$28.9K	2%	18
2023 Q1	$4.59M	Sell	45,830 -240	-0.5%	-$24.2K	2.31%	10
2022 Q4	$4M	Sell	46,070 -245	-0.5%	-$23.4K	2.22%	16
2022 Q3	$4.37M	Sell	46,315 -230	-0.5%	-$24.6K	2.5%	7
2022 Q2	$4.39M	Sell	46,545 -1,785	-4%	-$198K	2.35%	11
2022 Q1	$6.63M	Buy	48,330 +16,095	+50%	+$2.33M	2.7%	6
2021 Q4	$4.99M	Buy	32,235 +28,810	+841%	+$4.65M	1.9%	17
2021 Q3	$579K	Sell	3,425 -100	-3%	-$17.8K	0.24%	70
2021 Q2	$620K	Hold	3,525	–	–	0.25%	65
2021 Q1	$650K	Sell	3,525 -1,350	-28%	-$249K	0.27%	64
2020 Q4	$883K	Buy	4,875 +150	+3%	+$21.5K	0.39%	54
2020 Q3	$586K	Sell	4,725 -200	-4%	-$25K	0.29%	60
2020 Q2	$549K	Buy	4,925 +200	+4%	+$22.1K	0.28%	59
2020 Q1	$456K	Sell	4,725 -50	-1%	-$6.32K	0.31%	55
2019 Q4	$691K	Sell	4,775 -24	-0.5%	-$3.35K	0.32%	50
2019 Q3	$625K	Hold	4,799	–	–	0.33%	51
2019 Q2	$670K	Sell	4,799 -2,400	-33%	-$318K	0.35%	50
2019 Q1	$799K	Buy	7,199 +3,024	+72%	+$338K	0.49%	43
2018 Q4	$458K	Sell	4,175 -100	-2%	-$11.4K	0.28%	51
2018 Q3	$500K	Hold	4,275	–	–	0.26%	54
2018 Q2	$448K	Buy	4,275 +1,175	+38%	+$120K	0.25%	54
2018 Q1	$311K	Buy	+3,100	New	+$329K	0.16%	61
2017 Q2	–	Sell	-36,155	Closed	-$4.1M	–	91
2017 Q1	$4.1M	Sell	36,155 -17,395	-32%	-$1.92M	2.36%	20
2016 Q4	$5.58M	Sell	53,550 -200	-0.4%	-$19.5K	3.34%	4
2016 Q3	$4.99M	Buy	53,750 +21,575	+67%	+$2.07M	3.05%	8
2016 Q2	$3.15M	Buy	+32,175	New	+$3.22M	2.13%	23
2013 Q3	–	Sell	-3,700	Closed	-$234K	–	138
2013 Q2	$234K	Buy	+3,700	New	+$234K	0.13%	107

Other funds holding DIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beech Hill Advisors's DIS Position: Q1 2026 in Review

Beech Hill Advisors increased its Walt Disney (DIS) stake by 2.5% in Q1 2026, buying an estimated $79.3K and bringing the position to 30,490 shares worth $2.94M. The position accounts for 1.47% of the portfolio, ranked #24.

Beech Hill Advisors first reported a position in DIS in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.63M in Q1 2022. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Beech Hill Advisors held 30,490 shares of Walt Disney worth $2.94M as of Q1 2026.
Beech Hill Advisors bought 750 Walt Disney shares in Q1 2026, an estimated $79.3K.
Walt Disney made up 1.47% of Beech Hill Advisors's portfolio in Q1 2026, its #24 holding.
Beech Hill Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 38 quarters since.
Beech Hill Advisors's Walt Disney position peaked at $6.63M in Q1 2022.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.