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Bell & Brown Wealth Advisors’s Walt Disney DIS Stock Holding History

Bell & Brown Wealth 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 		$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

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

Bell & Brown Wealth Advisors's DIS Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Walt Disney (DIS) stake by 2.5% in Q1 2026, buying an estimated $146K and bringing the position to 56,421 shares worth $5.45M. The position accounts for 1.77% of the portfolio, ranked #21.

Bell & Brown Wealth Advisors first reported a position in DIS in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.66M in Q2 2025. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Bell & Brown Wealth Advisors held 56,421 shares of Walt Disney worth $5.45M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 1,386 Walt Disney shares in Q1 2026, an estimated $146K.
  • Walt Disney made up 1.77% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Bell & Brown Wealth Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Walt Disney position peaked at $6.66M in Q2 2025.
  • 2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.