Bell & Brown Wealth 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 | $5.54M | Buy |
57,601
+1,180
| +2% | +$120K | 1.68% | 21 |
|
|
2026
Q1 | $5.45M | Buy |
56,421
+1,386
| +3% | +$146K | 1.77% | 21 |
|
|
2025
Q4 | $6.26M | Buy |
55,035
+1,155
| +2% | +$127K | 2.02% | 17 |
|
|
2025
Q3 | $6.17M | Buy |
53,880
+205
| +0.4% | +$24.1K | 2.02% | 18 |
|
|
2025
Q2 | $6.66M | Buy |
53,675
+51
| +0.1% | +$5.3K | 2.38% | 16 |
|
|
2025
Q1 | $5.29M | Buy |
53,624
+679
| +1% | +$73K | 2.06% | 16 |
|
|
2024
Q4 | $5.9M | Buy |
52,945
+938
| +2% | +$98.5K | 2.19% | 18 |
|
|
2024
Q3 | $5M | Buy |
52,007
+751
| +1% | +$69.1K | 1.96% | 21 |
|
|
2024
Q2 | $5.09M | Buy |
51,256
+1,434
| +3% | +$154K | 1.95% | 18 |
|
|
2024
Q1 | $6.1M | Buy |
49,822
+1,707
| +4% | +$178K | 2.61% | 14 |
|
|
2023
Q4 | $4.34M | Buy |
+48,115
| New | +$4.24M | 2.02% | 18 |
|
|
2023
Q2 | $4.21M | Buy |
47,161
+1,443
| +3% | +$137K | 2.11% | 17 |
|
|
2023
Q1 | $4.58M | Buy |
45,718
+1,138
| +3% | +$115K | 2.44% | 12 |
|
|
2022
Q4 | $3.87M | Buy |
44,580
+4,188
| +10% | +$401K | 2.13% | 19 |
|
|
2022
Q3 | $3.81M | Buy |
40,392
+547
| +1% | +$58.5K | 2.35% | 12 |
|
|
2022
Q2 | $3.76M | Buy |
39,845
+342
| +0.9% | +$38K | 2.01% | 19 |
|
|
2022
Q1 | $5.42M | Buy |
39,503
+316
| +0.8% | +$45.7K | 2.45% | 12 |
|
|
2021
Q4 | $5.69M | Buy |
39,187
+8,902
| +29% | +$1.44M | 2.75% | 9 |
|
|
2021
Q3 | $5.12M | Buy |
+30,285
| New | +$5.4M | 2.76% | 9 |
|
|
2020
Q3 | $3.74M | Buy |
29,614
+301
| +1% | +$37.6K | 2.71% | 13 |
|
|
2020
Q2 | $3.81M | Buy |
29,313
+210
| +0.7% | +$23.2K | 2.98% | 7 |
|
|
2020
Q1 | $3.1M | Buy |
29,103
+402
| +1% | +$50.8K | 2.88% | 9 |
|
|
2019
Q4 | $4.16M | Sell |
28,701
-640
| -2% | -$89.3K | 3.1% | 4 |
|
|
2019
Q3 | $3.82M | Buy |
29,341
+124
| +0.4% | +$17.1K | 3.14% | 4 |
|
|
2019
Q2 | $4.08M | Buy |
29,217
+500
| +2% | +$66.3K | 3.6% | 3 |
|
|
2019
Q1 | $3.19M | Buy |
28,717
+413
| +1% | +$46.2K | 2.91% | 3 |
|
|
2018
Q4 | $3.1M | Buy |
28,304
+218
| +0.8% | +$24.8K | 3.32% | 3 |
|
|
2018
Q3 | $3.23M | Buy |
28,086
+576
| +2% | +$64.1K | 2.99% | 3 |
|
|
2018
Q2 | $2.88M | Buy |
27,510
+3,205
| +13% | +$328K | 2.85% | 4 |
|
|
2018
Q1 | $2.43M | Buy |
24,305
+1,064
| +5% | +$113K | 2.55% | 5 |
|
|
2017
Q4 | $2.5M | Buy |
+23,241
| New | +$2.39M | 2.59% | 6 |
|
Other funds holding DIS
Bell & Brown Wealth Advisors's DIS Position: Q2 2026 in Review
Bell & Brown Wealth Advisors increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $120K and bringing the position to 57,601 shares worth $5.54M. The position accounts for 1.68% of the portfolio, ranked #21.
Bell & Brown Wealth Advisors first reported a position in DIS in Q4 2017 and has held it in 31 quarters since. The position peaked at $6.66M in Q2 2025. 2,933 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Bell & Brown Wealth Advisors held 57,601 shares of Walt Disney worth $5.54M as of Q2 2026.
- Bell & Brown Wealth Advisors bought 1,180 Walt Disney shares in Q2 2026, an estimated $120K.
- Walt Disney made up 1.68% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #21 holding.
- Bell & Brown Wealth Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 31 quarters since.
- Bell & Brown Wealth Advisors's Walt Disney position peaked at $6.66M in Q2 2025.
- 2,933 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.