Bleakley Financial Group’s Walt Disney DIS Stock Holding History

Bleakley Financial Group’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	$8.7M	Buy	90,225 +2,221	+3%	+$235K	0.14%	126
2025 Q4	$10M	Buy	88,004 +12,389	+16%	+$1.36M	0.17%	99
2025 Q3	$8.66M	Buy	75,615 +5,087	+7%	+$599K	0.2%	88
2025 Q2	$8.75M	Sell	70,528 -19,537	-22%	-$2.03M	0.22%	84
2025 Q1	$8.89M	Buy	90,065 +3,339	+4%	+$359K	0.29%	65
2024 Q4	$9.66M	Buy	86,726 +3,002	+4%	+$315K	0.29%	60
2024 Q3	$8.05M	Sell	83,724 -27,180	-25%	-$2.5M	0.25%	65
2024 Q2	$11M	Buy	110,904 +1,122	+1%	+$121K	0.32%	60
2024 Q1	$13.4M	Buy	109,782 +5,549	+5%	+$580K	0.39%	45
2023 Q4	$9.41M	Buy	104,233 +6,587	+7%	+$581K	0.3%	61
2023 Q3	$7.91M	Buy	97,646 +1,932	+2%	+$165K	0.28%	74
2023 Q2	$8.52M	Buy	95,714 +13,611	+17%	+$1.29M	0.27%	72
2023 Q1	$8.19M	Buy	82,103 +7,126	+10%	+$718K	0.27%	73
2022 Q4	$6.51M	Buy	+74,977	New	+$7.17M	0.23%	89

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

Bleakley Financial Group's DIS Position: Q1 2026 in Review

Bleakley Financial Group increased its Walt Disney (DIS) stake by 2.5% in Q1 2026, buying an estimated $235K and bringing the position to 90,225 shares worth $8.7M. The position accounts for 0.14% of the portfolio, ranked #126.

Bleakley Financial Group first reported a position in DIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.4M in Q1 2024. 2,985 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

Bleakley Financial Group held 90,225 shares of Walt Disney worth $8.7M as of Q1 2026.
Bleakley Financial Group bought 2,221 Walt Disney shares in Q1 2026, an estimated $235K.
Walt Disney made up 0.14% of Bleakley Financial Group's portfolio in Q1 2026, its #126 holding.
Bleakley Financial Group first reported a position in Walt Disney in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's Walt Disney position peaked at $13.4M in Q1 2024.
2,985 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.