Bigelow Investment 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
Q1 | $1.56M | Buy |
16,227
+382
| +2% | +$40.4K | 0.63% | 43 |
|
|
2025
Q4 | $1.8M | Buy |
15,845
+318
| +2% | +$35K | 0.7% | 37 |
|
|
2025
Q3 | $1.78M | Buy |
15,527
+340
| +2% | +$40K | 0.72% | 39 |
|
|
2025
Q2 | $1.88M | Buy |
15,187
+40
| +0.3% | +$4.16K | 0.83% | 33 |
|
|
2025
Q1 | $1.5M | Buy |
15,147
+491
| +3% | +$52.8K | 0.71% | 41 |
|
|
2024
Q4 | $1.63M | Sell |
14,656
-416
| -3% | -$43.7K | 0.77% | 34 |
|
|
2024
Q3 | $1.45M | Buy |
15,072
+341
| +2% | +$31.4K | 0.65% | 42 |
|
|
2024
Q2 | $1.46M | Sell |
14,731
-138
| -0.9% | -$14.9K | 0.7% | 39 |
|
|
2024
Q1 | $1.82M | Sell |
14,869
-869
| -6% | -$90.8K | 0.89% | 31 |
|
|
2023
Q4 | $1.42M | Sell |
15,738
-39
| -0.2% | -$3.44K | 0.77% | 36 |
|
|
2023
Q3 | $1.28M | Buy |
15,777
+32
| +0.2% | +$2.73K | 0.73% | 40 |
|
|
2023
Q2 | $1.41M | Buy |
15,745
+265
| +2% | +$25.1K | 0.77% | 40 |
|
|
2023
Q1 | $1.55M | Sell |
15,480
-99
| -0.6% | -$9.98K | 0.89% | 31 |
|
|
2022
Q4 | $1.35M | Buy |
15,579
+534
| +4% | +$51.1K | 0.79% | 40 |
|
|
2022
Q3 | $1.42M | Buy |
15,045
+502
| +3% | +$53.7K | 0.85% | 33 |
|
|
2022
Q2 | $1.37M | Buy |
14,543
+114
| +0.8% | +$12.7K | 0.75% | 41 |
|
|
2022
Q1 | $1.98M | Buy |
14,429
+337
| +2% | +$48.7K | 0.92% | 27 |
|
|
2021
Q4 | $2.18M | Buy |
14,092
+98
| +0.7% | +$15.8K | 0.99% | 23 |
|
|
2021
Q3 | $2.37M | Sell |
13,994
-132
| -0.9% | -$23.5K | 1.17% | 19 |
|
|
2021
Q2 | $2.48M | Buy |
14,126
+200
| +1% | +$36K | 1.2% | 18 |
|
|
2021
Q1 | $2.57M | Sell |
13,926
-209
| -1% | -$38.5K | 1.3% | 16 |
|
|
2020
Q4 | $2.56M | Buy |
14,135
+16
| +0.1% | +$2.3K | 1.36% | 16 |
|
|
2020
Q3 | $1.75M | Buy |
14,119
+56
| +0.4% | +$7K | 1.04% | 20 |
|
|
2020
Q2 | $1.57M | Sell |
14,063
-339
| -2% | -$37.4K | 1.02% | 20 |
|
|
2020
Q1 | $1.39M | Buy |
14,402
+314
| +2% | +$39.7K | 1.04% | 22 |
|
|
2019
Q4 | $2.04M | Sell |
14,088
-602
| -4% | -$84K | 1.19% | 18 |
|
|
2019
Q3 | $1.91M | Buy |
14,690
+36
| +0.2% | +$4.98K | 1.22% | 18 |
|
|
2019
Q2 | $2.05M | Buy |
14,654
+260
| +2% | +$34.5K | 1.37% | 16 |
|
|
2019
Q1 | $1.6M | Buy |
14,394
+489
| +4% | +$54.7K | 1.11% | 21 |
|
|
2018
Q4 | $1.52M | Buy |
13,905
+160
| +1% | +$18.2K | 1.14% | 22 |
|
|
2018
Q3 | $1.61M | Sell |
13,745
-1,165
| -8% | -$130K | 1.08% | 21 |
|
|
2018
Q2 | $1.56M | Buy |
14,910
+2,315
| +18% | +$237K | 1.07% | 23 |
|
|
2018
Q1 | $1.26M | Buy |
12,595
+709
| +6% | +$75.3K | 0.86% | 31 |
|
|
2017
Q4 | $1.28M | Buy |
+11,886
| New | +$1.22M | 1.27% | 17 |
|
Other funds holding DIS
VCM
VPM
Bigelow Investment Advisors's DIS Position: Q1 2026 in Review
Bigelow Investment Advisors increased its Walt Disney (DIS) stake by 2.4% in Q1 2026, buying an estimated $40.4K and bringing the position to 16,227 shares worth $1.56M. The position accounts for 0.63% of the portfolio, ranked #43.
Bigelow Investment Advisors first reported a position in DIS in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.57M in Q1 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Bigelow Investment Advisors held 16,227 shares of Walt Disney worth $1.56M as of Q1 2026.
- Bigelow Investment Advisors bought 382 Walt Disney shares in Q1 2026, an estimated $40.4K.
- Walt Disney made up 0.63% of Bigelow Investment Advisors's portfolio in Q1 2026, its #43 holding.
- Bigelow Investment Advisors first reported a position in Walt Disney in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Walt Disney position peaked at $2.57M in Q1 2021.
- 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.