Beirne Wealth Consulting Services’s Walt Disney DIS Stock Holding History

Beirne Wealth Consulting Services’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	-2,599	Closed	-$298K	–	140
2025 Q3	$298K	Buy	+2,599	New	+$306K	0.07%	156
2023 Q1	–	Sell	-10,347	Closed	-$559K	–	101
2022 Q4	$559K	Buy	+10,347	New	+$990K	0.28%	50
2021 Q4	–	Sell	-1,526	Closed	-$258K	–	105
2021 Q3	$258K	Hold	1,526	–	–	0.15%	82
2021 Q2	$268K	Sell	1,526 -802	-34%	-$144K	0.15%	84
2021 Q1	$430K	Sell	2,328 -1,557	-40%	-$287K	0.25%	52
2020 Q4	$704K	Sell	3,885 -448	-10%	-$64.3K	0.35%	56
2020 Q3	$538K	Buy	+4,333	New	+$542K	0.31%	63
2019 Q2	–	Sell	-1,841	Closed	-$204K	–	148
2019 Q1	$204K	Buy	+1,841	New	+$206K	0.16%	171

Other funds holding DIS

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Beirne Wealth Consulting Services's DIS Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Walt Disney (DIS) in Q4 2025, closing a stake of 2,599 shares — an estimated $298K sold.

Beirne Wealth Consulting Services first reported a position in DIS in Q1 2019 and held it in 8 quarters. The position peaked at $704K in Q4 2020. 3,172 funds tracked by Wall St. Rank hold DIS as of Q4 2025.

Beirne Wealth Consulting Services reported no remaining Walt Disney position as of Q4 2025 after selling out during the quarter.
Beirne Wealth Consulting Services sold 2,599 Walt Disney shares in Q4 2025, an estimated $298K.
Beirne Wealth Consulting Services first reported a position in Walt Disney in Q1 2019 and held it in 8 quarters.
Beirne Wealth Consulting Services's Walt Disney position peaked at $704K in Q4 2020.
3,172 funds tracked by Wall St. Rank held Walt Disney as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.