BIP Wealth’s Walt Disney DIS Stock Holding History

BIP Wealth’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	$295K	Buy	3,056 +33	+1%	+$3.49K	0.01%	372
2025 Q4	$344K	Buy	3,023 +162	+6%	+$17.8K	0.01%	348
2025 Q3	$328K	Buy	2,861 +917	+47%	+$108K	0.02%	225
2025 Q2	$241K	Sell	1,944 -1,601	-45%	-$166K	0.01%	236
2025 Q1	$350K	Buy	3,545 +137	+4%	+$14.7K	0.02%	187
2024 Q4	$379K	Buy	3,408 +133	+4%	+$14K	0.03%	180
2024 Q3	$315K	Buy	+3,275	New	+$301K	0.02%	178
2024 Q2	–	Sell	-2,409	Closed	-$295K	–	201
2024 Q1	$295K	Sell	2,409 -297	-11%	-$31K	0.02%	164
2023 Q4	$244K	Buy	+2,706	New	+$239K	0.02%	170
2023 Q3	–	Sell	-2,783	Closed	-$248K	–	188
2023 Q2	$248K	Sell	2,783 -293	-10%	-$27.8K	0.02%	159
2023 Q1	$308K	Buy	+3,076	New	+$310K	0.03%	144

Other funds holding DIS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP Wealth's DIS Position: Q1 2026 in Review

BIP Wealth increased its Walt Disney (DIS) stake by 1.1% in Q1 2026, buying an estimated $3.49K and bringing the position to 3,056 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #372.

BIP Wealth first reported a position in DIS in Q1 2023 and has held it in 11 quarters since. The position peaked at $379K in Q4 2024. 2,989 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

BIP Wealth held 3,056 shares of Walt Disney worth $295K as of Q1 2026.
BIP Wealth bought 33 Walt Disney shares in Q1 2026, an estimated $3.49K.
Walt Disney made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #372 holding.
BIP Wealth first reported a position in Walt Disney in Q1 2023 and has held it in 11 quarters since.
BIP Wealth's Walt Disney position peaked at $379K in Q4 2024.
2,989 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.