BFIM
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Beese Fulmer Investment Management’s Walt Disney DIS Stock Holding History

Beese Fulmer Investment 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
Q1 		$12.8M Sell
133,053
-137,226
-51% -$14.5M 0.82% 41
2025
Q4 		$15.5M Buy
270,279
+137,350
+103% +$15.1M 1.01% 33
2025
Q3 		$15.2M Buy
132,929
+1,538
+1% +$181K 1.05% 32
2025
Q2 		$16.3M Buy
131,391
+2,149
+2% +$223K 1.21% 27
2025
Q1 		$12.8M Buy
129,242
+2,021
+2% +$217K 1.1% 33
2024
Q4 		$14.2M Buy
127,221
+631
+0.5% +$66.3K 1.21% 29
2024
Q3 		$12.2M Sell
126,590
-1,579
-1% -$145K 1.05% 38
2024
Q2 		$12.7M Sell
128,169
-119
-0.1% -$12.8K 1.16% 30
2024
Q1 		$15.7M Buy
128,288
+70
+0.1% +$7.31K 1.48% 20
2023
Q4 		$11.6M Sell
128,218
-5,227
-4% -$461K 1.2% 30
2023
Q3 		$10.8M Sell
133,445
-2,831
-2% -$242K 1.22% 27
2023
Q2 		$12.2M Sell
136,276
-11,019
-7% -$1.04M 1.32% 23
2023
Q1 		$14.7M Buy
147,295
+4,428
+3% +$446K 1.68% 13
2022
Q4 		$12.4M Buy
142,867
+3,257
+2% +$312K 1.49% 16
2022
Q3 		$13.2M Buy
139,610
+20,276
+17% +$2.17M 1.77% 13
2022
Q2 		$11.3M Sell
119,334
-3,119
-3% -$346K 1.44% 21
2022
Q1 		$16.8M Sell
122,453
-495
-0.4% -$71.6K 1.82% 11
2021
Q4 		$19M Buy
122,948
+219
+0.2% +$35.4K 1.98% 8
2021
Q3 		$20.8M Buy
122,729
+469
+0.4% +$83.6K 2.34% 4
2021
Q2 		$21.5M Sell
122,260
-1,310
-1% -$236K 2.43% 4
2021
Q1 		$22.8M Sell
123,570
-1,801
-1% -$332K 2.74% 4
2020
Q4 		$22.7M Sell
125,371
-686
-0.5% -$98.5K 2.9% 4
2020
Q3 		$15.6M Sell
126,057
-3,061
-2% -$383K 2.22% 7
2020
Q2 		$14.4M Sell
129,118
-829
-0.6% -$91.5K 2.12% 7
2020
Q1 		$12.6M Buy
129,947
+898
+0.7% +$114K 2.23% 6
2019
Q4 		$18.7M Sell
129,049
-273
-0.2% -$38.1K 2.61% 5
2019
Q3 		$16.9M Buy
129,322
+14,863
+13% +$2.06M 2.53% 5
2019
Q2 		$16M Buy
114,459
+925
+0.8% +$123K 3.03% 3
2019
Q1 		$12.6M Buy
113,534
+2,326
+2% +$260K 2.49% 6
2018
Q4 		$12.2M Buy
111,208
+2,570
+2% +$292K 2.74% 4
2018
Q3 		$12.7M Buy
108,638
+1,011
+0.9% +$113K 2.5% 6
2018
Q2 		$11.3M Buy
107,627
+1,648
+2% +$169K 2.37% 6
2018
Q1 		$10.6M Buy
105,979
+2,933
+3% +$312K 2.33% 6
2017
Q4 		$11.1M Buy
103,046
+1,846
+2% +$190K 2.37% 5
2017
Q3 		$9.97M Buy
101,200
+1,065
+1% +$110K 2.27% 5
2017
Q2 		$10.6M Sell
100,135
-1,804
-2% -$198K 2.54% 3
2017
Q1 		$11.6M Buy
101,939
+738
+0.7% +$81.3K 2.81% 2
2016
Q4 		$10.5M Sell
101,201
-1,006
-1% -$98.1K 2.72% 3
2016
Q3 		$9.49M Buy
102,207
+1,089
+1% +$104K 2.56% 5
2016
Q2 		$9.89M Sell
101,118
-1,020
-1% -$102K 2.81% 4
2016
Q1 		$9.85M Buy
102,138
+209
+0.2% +$20.2K 2.87% 3
2015
Q4 		$10.7M Sell
101,929
-1,019
-1% -$114K 3.3% 1
2015
Q3 		$10.5M Buy
102,948
+3,169
+3% +$345K 3.46% 1
2015
Q2 		$11.4M Sell
99,779
-1,010
-1% -$111K 3.67% 1
2015
Q1 		$10.6M Sell
100,789
-1,775
-2% -$179K 3.53% 1
2014
Q4 		$9.66M Sell
102,564
-219
-0.2% -$19.7K 3.03% 3
2014
Q3 		$9.15M Sell
102,783
-1,524
-1% -$134K 2.97% 4
2014
Q2 		$8.94M Sell
104,307
-1,141
-1% -$93.2K 2.9% 4
2014
Q1 		$8.44M Sell
105,448
-361
-0.3% -$28K 2.93% 4
2013
Q4 		$8.08M Sell
105,809
-995
-0.9% -$68.9K 2.87% 5
2013
Q3 		$6.89M Buy
106,804
+560
+0.5% +$35.9K 2.71% 5
2013
Q2 		$6.71M Buy
+106,244
New +$6.71M 2.87% 5

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

Beese Fulmer Investment Management's DIS Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Walt Disney (DIS) stake by 51% in Q1 2026, selling an estimated $14.5M and leaving 133,053 shares worth $12.8M. The position accounts for 0.82% of the portfolio, ranked #41.

Beese Fulmer Investment Management first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.8M in Q1 2021. 2,988 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Beese Fulmer Investment Management held 133,053 shares of Walt Disney worth $12.8M as of Q1 2026.
  • Beese Fulmer Investment Management sold 137,226 Walt Disney shares in Q1 2026, an estimated $14.5M.
  • Walt Disney made up 0.82% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #41 holding.
  • Beese Fulmer Investment Management first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Beese Fulmer Investment Management's Walt Disney position peaked at $22.8M in Q1 2021.
  • 2,988 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.