Blue Bell Private Wealth Management’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 | $209K | Sell |
2,169
-221
| -9% | -$22.5K | 0.03% | 276 |
|
|
2026
Q1 | $230K | Buy |
2,390
+3
| +0.1% | +$317 | 0.03% | 255 |
|
|
2025
Q4 | $272K | Hold |
2,387
| – | – | 0.04% | 227 |
|
|
2025
Q3 | $273K | Sell |
2,387
-49
| -2% | -$5.77K | 0.04% | 217 |
|
|
2025
Q2 | $302K | Buy |
2,436
+169
| +7% | +$17.6K | 0.05% | 189 |
|
|
2025
Q1 | $224K | Buy |
2,267
+174
| +8% | +$18.7K | 0.04% | 207 |
|
|
2024
Q4 | $233K | Buy |
2,093
+355
| +20% | +$37.3K | 0.04% | 194 |
|
|
2024
Q3 | $167K | Buy |
1,738
+10
| +0.6% | +$920 | 0.03% | 232 |
|
|
2024
Q2 | $172K | Hold |
1,728
| – | – | 0.04% | 211 |
|
|
2024
Q1 | $211K | Sell |
1,728
-121
| -7% | -$12.6K | 0.05% | 178 |
|
|
2023
Q4 | $167K | Sell |
1,849
-141
| -7% | -$12.4K | 0.04% | 184 |
|
|
2023
Q3 | $161K | Buy |
1,990
+56
| +3% | +$4.78K | 0.04% | 163 |
|
|
2023
Q2 | $173K | Buy |
1,934
+199
| +11% | +$18.9K | 0.05% | 146 |
|
|
2023
Q1 | $174K | Sell |
1,735
-300
| -15% | -$30.2K | 0.05% | 132 |
|
|
2022
Q4 | $177K | Sell |
2,035
-725
| -26% | -$69.3K | 0.06% | 121 |
|
|
2022
Q3 | $260K | Sell |
2,760
-87
| -3% | -$9.31K | 0.09% | 90 |
|
|
2022
Q2 | $269K | Buy |
2,847
+640
| +29% | +$71K | 0.09% | 89 |
|
|
2022
Q1 | $303K | Sell |
2,207
-156
| -7% | -$22.6K | 0.09% | 85 |
|
|
2021
Q4 | $366K | Buy |
+2,363
| New | +$382K | 0.1% | 74 |
|
|
2016
Q4 | – | Sell |
-2,319
| Closed | -$216K | – | 304 |
|
|
2016
Q3 | $216K | Sell |
2,319
-68
| -3% | -$6.51K | 0.13% | 85 |
|
|
2016
Q2 | $234K | Sell |
2,387
-302
| -11% | -$30.2K | 0.15% | 83 |
|
|
2016
Q1 | $267K | Buy |
2,689
+370
| +16% | +$35.7K | 0.18% | 80 |
|
|
2015
Q4 | $244K | Hold |
2,319
| – | – | 0.17% | 89 |
|
|
2015
Q3 | $237K | Hold |
2,319
| – | – | 0.16% | 85 |
|
|
2015
Q2 | $265K | Buy |
2,319
+20
| +0.9% | +$2.2K | 0.16% | 82 |
|
|
2015
Q1 | $241K | Hold |
2,299
| – | – | 0.14% | 81 |
|
|
2014
Q4 | $216K | Hold |
2,299
| – | – | 0.13% | 90 |
|
|
2014
Q3 | $205K | Sell |
2,299
-49
| -2% | -$4.32K | 0.12% | 103 |
|
|
2014
Q2 | $201K | Buy |
2,348
+460
| +24% | +$37.6K | 0.12% | 102 |
|
|
2014
Q1 | $151K | Hold |
1,888
| – | – | 0.1% | 102 |
|
|
2013
Q4 | $144K | Buy |
+1,888
| New | +$131K | 0.11% | 99 |
|
Other funds holding DIS
Blue Bell Private Wealth Management's DIS Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its Walt Disney (DIS) stake by 9.2% in Q2 2026, selling an estimated $22.5K and leaving 2,169 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #276.
Blue Bell Private Wealth Management first reported a position in DIS in Q4 2013 and has held it in 31 quarters since. The position peaked at $366K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold DIS as of Q2 2026.
- Blue Bell Private Wealth Management held 2,169 shares of Walt Disney worth $209K as of Q2 2026.
- Blue Bell Private Wealth Management sold 221 Walt Disney shares in Q2 2026, an estimated $22.5K.
- Walt Disney made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #276 holding.
- Blue Bell Private Wealth Management first reported a position in Walt Disney in Q4 2013 and has held it in 31 quarters since.
- Blue Bell Private Wealth Management's Walt Disney position peaked at $366K in Q4 2021.
- 2,926 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.